JEPI.TO vs. APR-UN.TO

Last updated Apr 1, 2026

Compare and contrast key facts about JPMorgan US Equity Premium Income Active ETF (JEPI.TO) and Automotive Properties Real Estate Investment Trust (APR-UN.TO).

JEPI.TO is an actively managed fund by JPMorgan. It was launched on Sep 27, 2024.

Performance

JEPI.TO vs. APR-UN.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in JPMorgan US Equity Premium Income Active ETF (JEPI.TO) and Automotive Properties Real Estate Investment Trust (APR-UN.TO). The values are adjusted to include any dividend payments, if applicable.

JEPI.TO vs. APR-UN.TO - Yearly Performance Comparison

	2026 (YTD)	2025	2024
JEPI.TO JPMorgan US Equity Premium Income Active ETF	1.66%	3.09%	7.35%
APR-UN.TO Automotive Properties Real Estate Investment Trust	3.05%	8.92%	-13.36%

Returns By Period

In the year-to-date period, JEPI.TO achieves a 1.66% return, which is significantly lower than APR-UN.TO's 3.05% return.

JEPI.TO

• 1D: 1.78%
• 1M: -2.89%
• YTD: 1.66%
• 6M: 3.43%
• 1Y: 4.64%
• 3Y*: —
• 5Y*: —
• 10Y*: —

APR-UN.TO

• 1D: -0.09%
• 1M: -4.02%
• YTD: 3.05%
• 6M: 1.96%
• 1Y: 17.32%
• 3Y*: 5.23%
• 5Y*: -99.91%
• 10Y*: -96.77%

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

Return for Risk

JEPI.TO vs. APR-UN.TO — Risk / Return Rank

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

JEPI.TO

JEPI.TO Risk / Return Rank: 22
JEPI.TO Sharpe Ratio Rank: 21
JEPI.TO Sortino Ratio Rank: 20
JEPI.TO Omega Ratio Rank: 21
JEPI.TO Calmar Ratio Rank: 24
JEPI.TO Martin Ratio Rank: 24

APR-UN.TO

APR-UN.TO Risk / Return Rank: 74
APR-UN.TO Sharpe Ratio Rank: 77
APR-UN.TO Sortino Ratio Rank: 70
APR-UN.TO Omega Ratio Rank: 72
APR-UN.TO Calmar Ratio Rank: 75
APR-UN.TO Martin Ratio Rank: 75

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.

JEPI.TO vs. APR-UN.TO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Equity Premium Income Active ETF (JEPI.TO) and Automotive Properties Real Estate Investment Trust (APR-UN.TO). 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.

	JEPI.TO	APR-UN.TO	Difference
Sharpe ratio Return per unit of total volatility	0.32	1.16	-0.84
Sortino ratio Return per unit of downside risk	0.53	1.62	-1.09
Omega ratio Gain probability vs. loss probability	1.08	1.23	-0.15
Calmar ratio Return relative to maximum drawdown	0.55	1.84	-1.29
Martin ratio Return relative to average drawdown	1.79	4.74	-2.95
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

JEPI.TO vs. APR-UN.TO - Sharpe Ratio Comparison

The current JEPI.TO Sharpe Ratio is 0.32, which is lower than the APR-UN.TO Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of JEPI.TO and APR-UN.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	JEPI.TO	APR-UN.TO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.32	1.16	-0.84
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	-1.09	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	-1.43	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.62	-1.11	+1.73

Correlation

The correlation between JEPI.TO and APR-UN.TO is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

JEPI.TO vs. APR-UN.TO - Dividend Comparison

JEPI.TO's dividend yield for the trailing twelve months is around 7.70%, more than APR-UN.TO's 6.70% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
JEPI.TO JPMorgan US Equity Premium Income Active ETF	7.70%	7.56%	3.91%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
APR-UN.TO Automotive Properties Real Estate Investment Trust	6.70%	7.39%	8.36%	7.46%	1,281,617.42%	1,206,997.42%	7.51%	6.62%	8.96%	7.37%	897,946.98%	3,487,274.35%

Drawdowns

JEPI.TO vs. APR-UN.TO - Drawdown Comparison

The maximum JEPI.TO drawdown since its inception was -14.36%, smaller than the maximum APR-UN.TO drawdown of -100.01%. Use the drawdown chart below to compare losses from any high point for JEPI.TO and APR-UN.TO.

Drawdown Indicators

	JEPI.TO	APR-UN.TO	Difference
Max Drawdown Largest peak-to-trough decline	-14.36%	-100.01%	+85.65%
Max Drawdown (1Y) Largest decline over 1 year	-10.77%	-9.14%	-1.63%
Max Drawdown (5Y) Largest decline over 5 years	—	-100.01%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-100.01%	—
Current Drawdown Current decline from peak	-2.89%	-100.00%	+97.11%
Average Drawdown Average peak-to-trough decline	-3.44%	-99.12%	+95.68%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.32%	3.55%	-0.23%

Volatility

JEPI.TO vs. APR-UN.TO - Volatility Comparison

JPMorgan US Equity Premium Income Active ETF (JEPI.TO) has a higher volatility of 3.87% compared to Automotive Properties Real Estate Investment Trust (APR-UN.TO) at 3.63%. This indicates that JEPI.TO's price experiences larger fluctuations and is considered to be riskier than APR-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JEPI.TO	APR-UN.TO	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.87%	3.63%	+0.24%
Volatility (6M) Calculated over the trailing 6-month period	8.18%	8.96%	-0.78%
Volatility (1Y) Calculated over the trailing 1-year period	14.69%	14.98%	-0.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.40%	91.68%	-78.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.40%	67.75%	-54.35%