JEPQ vs HAPI

AJEPQ

BHAPI

Measures won1–3HAPI wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG

Lowest cost0.03%VUG · $3 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.1%HAPI · worst fall in 1Y

Held in common35.9%JEPQ and HAPI

JEPQ

HAPI

JPMorgan Nasdaq Equity Premium Income ETF · $41.8BHarbor Human Capital Factor US Large Cap ETF (HAPI) · $491M

+20.3%3 years · per year$17,406 · $19,002+23.9%

[…]5 years · per year[…]

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

12.17%12-mo yield$1,217 · $77 on $10k0.77%

−8.8%Worst dropSmaller wins−8.1%

15.5%VolatilityLower wins12.2%

1–3HAPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · HAPI

6.8%AAPL5.9%

5.6%MSFT5.9%

7.1%NVDA5.1%

4.0%AMZN5.7%

Held in common35.9%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$41.8B
3	BHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.77%	+2.0%	+12.3%	+13.6%	+23.9%	new	−8.1%	$491M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$41.8B
3	BHAPI	Harbor Human Capital Factor US Large Cap ETF (HAPI)Read Desk	0.35%	0.77%	+2.0%	+12.3%	+13.6%	+23.9%	new	−8.1%	$491M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPQ vs HAPI

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI)

[…]

MeasureJEPQHAPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield12.17%0.77%

5 years, per year[…][…]

3 years, per year+20.3%+23.9%

Worst drop · 1Y−8.8%−8.1%

Volatility · 1Y15.5%12.2%

3–1measures won
HAPI first

35.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: JEPQ, HAPI, VUG

Today

51.6%most shared, JEPQ and VUG

JEPQHAPIVUG

JEPQ—35.9%51.6%

HAPI35.9%—43.7%

VUG51.6%43.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

HAPI$77 − $35 = $42

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee