CAR-UN.TO vs. EPRT
CAR-UN.TO (Canadian Apartment Properties Real Estate Investment Trust) and EPRT (Essential Properties Realty Trust, Inc.) are both stocks. Both are in the Real Estate sector — CAR-UN.TO in REIT - Residential, EPRT in REIT - Diversified. Over the past 5 years, CAR-UN.TO returned -5.53%/yr vs 9.14%/yr for EPRT. At a 0.33 correlation, their price movements are largely independent.
Performance
CAR-UN.TO vs. EPRT - Performance Comparison
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Different Trading Currencies
CAR-UN.TO is traded in CAD, while EPRT is traded in USD. To make them comparable, the EPRT values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, CAR-UN.TO achieves a -5.50% return, which is significantly lower than EPRT's 2.44% return.
CAR-UN.TO
- 1D
- 0.35%
- 1M
- -5.98%
- YTD
- -5.50%
- 6M
- -5.29%
- 1Y
- -19.33%
- 3Y*
- -7.51%
- 5Y*
- -5.53%
- 10Y*
- 4.79%
EPRT
- 1D
- -0.03%
- 1M
- -2.81%
- YTD
- 2.44%
- 6M
- -2.83%
- 1Y
- -2.37%
- 3Y*
- 12.63%
- 5Y*
- 9.14%
- 10Y*
- —
CAR-UN.TO vs. EPRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CAR-UN.TO Canadian Apartment Properties Real Estate Investment Trust | -5.50% | -10.17% | -6.48% | 19.26% | -26.56% | 22.96% | -2.97% | 22.93% | 4.56% |
EPRT Essential Properties Realty Trust, Inc. | 2.44% | -5.92% | 38.25% | 11.69% | -8.51% | 39.91% | -11.25% | 77.57% | 5.69% |
Correlation
The correlation between CAR-UN.TO and EPRT is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 2018 | 0.33 |
The correlation between CAR-UN.TO and EPRT shifts across timeframes, from 0.20 (1 year) to 0.37 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
CAR-UN.TO:
CA$5.32B
EPRT:
$6.29B
CAR-UN.TO:
CA$0.04
EPRT:
$1.26
CAR-UN.TO:
818.06
EPRT:
23.50
CAR-UN.TO:
1.60
EPRT:
1.84
CAR-UN.TO:
5.42
EPRT:
10.20
CAR-UN.TO:
0.63
EPRT:
1.43
CAR-UN.TO:
CA$997.95M
EPRT:
$591.33M
CAR-UN.TO:
CA$593.40M
EPRT:
$502.46M
CAR-UN.TO:
CA$282.94M
EPRT:
$476.93M
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Return for Risk
CAR-UN.TO vs. EPRT — Risk / Return Rank
CAR-UN.TO
EPRT
CAR-UN.TO vs. EPRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.TO) and Essential Properties Realty Trust, Inc. (EPRT). 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.
| CAR-UN.TO | EPRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.44 | ||
| Omega ratioGain probability vs. loss probability | 0.83 | 0.99 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.77 | -0.20 | -0.57 |
| Martin ratioReturn relative to average drawdown | -1.31 | -0.39 | -0.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CAR-UN.TO | EPRT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.12 | -0.13 | -0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.26 | 0.43 | -0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.23 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.12 | 0.42 | -0.30 |
Drawdowns
CAR-UN.TO vs. EPRT - Drawdown Comparison
The maximum CAR-UN.TO drawdown since its inception was -41.12%, smaller than the maximum EPRT drawdown of -71.30%. Use the drawdown chart below to compare losses from any high point for CAR-UN.TO and EPRT.
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Drawdown Indicators
| CAR-UN.TO | EPRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.12% | -71.30% | +30.18% |
Max Drawdown (1Y)Largest decline over 1 year | -25.08% | -11.86% | -13.22% |
Max Drawdown (3Y)Largest decline over 3 years | -34.90% | -17.39% | -17.51% |
Max Drawdown (5Y)Largest decline over 5 years | -34.95% | -35.32% | +0.37% |
Max Drawdown (10Y)Largest decline over 10 years | -38.20% | — | — |
Current DrawdownCurrent decline from peak | -32.96% | -11.86% | -21.10% |
Average DrawdownAverage peak-to-trough decline | -9.24% | -13.10% | +3.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.80% | 6.03% | +8.77% |
Volatility
CAR-UN.TO vs. EPRT - Volatility Comparison
Canadian Apartment Properties Real Estate Investment Trust (CAR-UN.TO) has a higher volatility of 6.82% compared to Essential Properties Realty Trust, Inc. (EPRT) at 4.55%. This indicates that CAR-UN.TO's price experiences larger fluctuations and is considered to be riskier than EPRT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAR-UN.TO | EPRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.82% | 4.55% | +2.27% |
Volatility (6M)Calculated over the trailing 6-month period | 12.81% | 13.21% | -0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.29% | 18.20% | -0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.16% | 21.24% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.06% | 36.93% | -15.87% |
Dividends
CAR-UN.TO vs. EPRT - Dividend Comparison
CAR-UN.TO's dividend yield for the trailing twelve months is around 4.53%, more than EPRT's 4.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAR-UN.TO Canadian Apartment Properties Real Estate Investment Trust | 4.53% | 4.19% | 7.00% | 4.12% | 3.40% | 2.35% | 2.76% | 2.59% | 2.96% | 3.42% | 3.95% | 4.50% |
EPRT Essential Properties Realty Trust, Inc. | 4.11% | 4.06% | 3.71% | 4.38% | 4.58% | 3.47% | 4.39% | 3.55% | 1.62% | 0.00% | 0.00% | 0.00% |
Financials
CAR-UN.TO vs. EPRT - Financials Comparison
This section allows you to compare key financial metrics between Canadian Apartment Properties Real Estate Investment Trust and Essential Properties Realty Trust, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
CAR-UN.TO vs. EPRT - Profitability Comparison
CAR-UN.TO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Canadian Apartment Properties Real Estate Investment Trust reported a gross profit of 141.10M and revenue of 247.90M. Therefore, the gross margin over that period was 56.9%.
EPRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Essential Properties Realty Trust, Inc. reported a gross profit of 157.30M and revenue of 158.80M. Therefore, the gross margin over that period was 99.1%.
CAR-UN.TO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Canadian Apartment Properties Real Estate Investment Trust reported an operating income of 147.73M and revenue of 247.90M, resulting in an operating margin of 59.6%.
EPRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Essential Properties Realty Trust, Inc. reported an operating income of 89.65M and revenue of 158.80M, resulting in an operating margin of 56.5%.
CAR-UN.TO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Canadian Apartment Properties Real Estate Investment Trust reported a net income of -182.45M and revenue of 247.90M, resulting in a net margin of -73.6%.
EPRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Essential Properties Realty Trust, Inc. reported a net income of 59.79M and revenue of 158.80M, resulting in a net margin of 37.7%.
Frequently Asked Questions
CAR-UN.TO and EPRT have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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