BPT vs. JEPI

Last updated Apr 2, 2026

Compare and contrast key facts about BP Prudhoe Bay Royalty Trust (BPT) and JPMorgan Equity Premium Income ETF (JEPI).

JEPI is an actively managed fund by JPMorgan. It was launched on May 20, 2020.

Performance

BPT vs. JEPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BP Prudhoe Bay Royalty Trust (BPT) and JPMorgan Equity Premium Income ETF (JEPI). The values are adjusted to include any dividend payments, if applicable.

BPT vs. JEPI - Yearly Performance Comparison

	2026 (YTD)
BPT BP Prudhoe Bay Royalty Trust	0.00%
JEPI JPMorgan Equity Premium Income ETF	-3.29%

Returns By Period

BPT

• 1D: 0.00%
• 1M: 0.00%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

JEPI

• 1D: 0.27%
• 1M: -4.29%
• YTD: 0.46%
• 6M: 3.19%
• 1Y: 8.06%
• 3Y*: 9.67%
• 5Y*: 8.32%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BPT vs. JEPI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JEPI

JEPI Risk / Return Rank: 34
JEPI Sharpe Ratio Rank: 31
JEPI Sortino Ratio Rank: 31
JEPI Omega Ratio Rank: 37
JEPI Calmar Ratio Rank: 31
JEPI Martin Ratio Rank: 40

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BPT vs. JEPI - Risk-Adjusted Trends Comparison

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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BPT	JEPI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.61	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.76	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	1.04	—

Dividends

BPT vs. JEPI - Dividend Comparison

BPT has not paid dividends to shareholders, while JEPI's dividend yield for the trailing twelve months is around 8.46%.

	TTM	2025	2024	2023	2022	2021	2020
BPT BP Prudhoe Bay Royalty Trust	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
JEPI JPMorgan Equity Premium Income ETF	8.46%	8.25%	7.33%	8.40%	11.68%	6.59%	5.79%

Drawdowns

BPT vs. JEPI - Drawdown Comparison

The maximum BPT drawdown since its inception was 0.00%, smaller than the maximum JEPI drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for BPT and JEPI.

Drawdown Indicators

	BPT	JEPI	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-13.71%	+13.71%
Max Drawdown (1Y) Largest decline over 1 year	—	-10.28%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-13.71%	—
Current Drawdown Current decline from peak	0.00%	-4.53%	+4.53%
Average Drawdown Average peak-to-trough decline	0.00%	-2.07%	+2.07%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.12%	—

Volatility

Volatility by Period

	BPT	JEPI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.90%	—
Volatility (6M) Calculated over the trailing 6-month period	—	6.36%	—
Volatility (1Y) Calculated over the trailing 1-year period	0.00%	13.24%	-13.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.00%	11.06%	-11.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.00%	10.88%	-10.88%