BPT vs. JEPI

In the year-to-date period, BPT achieves a 10.29% return, which is significantly higher than JEPI's -0.61% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for BP Prudhoe Bay Royalty Trust (BPT) and JPMorgan Equity Premium Income ETF (JEPI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BPT Sharpe Ratio is -0.86, which is lower than the JEPI Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of BPT and JEPI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BPT has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 8.07%.

The maximum BPT drawdown since its inception was -98.64%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for BPT and JEPI. For additional features, visit the drawdowns tool.

BP Prudhoe Bay Royalty Trust (BPT) has a higher volatility of 10.73% compared to JPMorgan Equity Premium Income ETF (JEPI) at 4.96%. This indicates that BPT's price experiences larger fluctuations and is considered to be riskier than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.