HAPI vs JEPQ

AHAPI

BJEPQ

Measures won3–1HAPI wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV

Lowest cost0.03%VTV · $3 on $10k

Most income12.24%JEPQ · $1,224 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common35.6%HAPI and JEPQ

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $497MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+21.2%3 years · per year$17,822 · $16,406+17.9%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

0.78%12-mo yield$78 · $1,224 on $10k12.24%

Cards for this view

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureHAPIJEPQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.78%12.24%

5 years, per year[…][…]

3 years, per year+21.2%+17.9%

Worst drop · 1Y−8.1%−11.5%

Volatility · 1Y12.9%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	−0.4%	+10.6%	+11.5%	+21.2%	new	−8.1%	$497M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B
3	AHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.78%	−0.4%	+10.6%	+11.5%	+21.2%	new	−8.1%	$497M

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