JPIN vs PPT

Comparison between JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF (JPIN, ETF) and Putnam Premier Income Trust (PPT, ETF).

5-Year PerformanceJPIN has outperformed PPT, delivering a return of +8.4% compared to +2.6%

JPIN vs PPT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPIN(ETF)	PPT(ETF)
Net Assets	$355M	$355M
Expense Ratio	0.37%	N/A
Max Drawdown	40.31%	55.93%
Sharpe Ratio	1.16	-0.06
5Y Beta	0.60	0.17
5Y Dividends CAGR	13.94%	-4.46%

Net Assets

Winner

JPIN

$355M

PPT

$355M

Expense Ratio

JPIN

0.37%

PPT

N/A

Max Drawdown

Winner

JPIN

40.31%

PPT

55.93%

Sharpe Ratio

Winner

JPIN

1.16

PPT

-0.06

5Y Beta

JPIN

0.60

Winner

PPT

0.17

5Y Dividends CAGR

Winner

JPIN

13.94%

PPT

-4.46%

JPIN vs PPT - Historical Returns

Returns include dividend reinvestment.

Period	JPIN	PPT
1 month	+1.17%	+0.32%
3 months	+1.97%	-0.75%
6 months	+6.48%	-1.62%
1 year	+20.07%	+3.09%
5 years(CAGR)	+8.38%	+2.61%
10 years(CAGR)	+7.81%	+4.51%
Max(CAGR)	+6.91%	+5.18%

Winner

JPIN

+1.17%

PPT

+0.32%

Winner

JPIN

+1.97%

PPT

-0.75%

Winner

JPIN

+6.48%

PPT

-1.62%

Winner

JPIN

+20.07%

PPT

+3.09%

5Y(CAGR)

Winner

JPIN

+8.38%

PPT

+2.61%

10Y(CAGR)

Winner

JPIN

+7.81%

PPT

+4.51%

Max(CAGR)

Winner

JPIN

+6.91%

PPT

+5.18%

JPIN vs PPT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JPIN	PPT
2026	+9.17%	+1.15%
2025	+33.51%	+7.79%
2024	+3.91%	+6.99%
2023	+17.01%	+6.84%
2022	-14.47%	-7.73%
2021	+6.25%	-1.49%
2020	+4.17%	-6.64%
2019	+16.58%	+24.45%
2018	-13.76%	-4.90%
2017	+24.91%	+13.55%
2016	+2.11%	+8.31%
2015	+2.59%	-0.16%
2014	-1.55%	+2.17%
2013	N/A	+4.98%
2012	N/A	+12.03%
2011	N/A	-9.55%
2010	N/A	+13.24%
2009	N/A	+71.49%
2008	N/A	-32.16%
2007	N/A	+1.68%
2006	N/A	+11.38%
2005	N/A	-0.21%
2004	N/A	+7.34%
2003	N/A	+15.78%
2002	N/A	+9.95%
2001	N/A	+7.46%
2000	N/A	+2.27%
1999	N/A	-11.81%

JPIN vs PPT Drawdown Comparison

The maximum drawdown for JPIN was -36.68%, occurring on Mar 23, 2020. Recovery took 736 trading sessions.

The maximum drawdown for PPT was -49.68%, occurring on Nov 21, 2008. Recovery took 318 trading sessions.

The current JPIN drawdown is -2.69%. The current PPT drawdown is -3.03%.

Rank	JPIN	PPT
#1	-36.68% Jan 26, 2018 - Dec 29, 2020	-49.68% May 21, 2008 - Aug 25, 2009
#2	-29.63% Sep 3, 2021 - Mar 20, 2024	-31.74% Jan 15, 2020 - May 1, 2025
#3	-16.95% May 21, 2015 - Mar 27, 2017	-22.13% Jun 3, 2011 - Apr 22, 2014
#4	-12.33% Sep 26, 2024 - Apr 28, 2025	-17.27% Nov 1, 1999 - Jan 18, 2001
#5	-10.41% Feb 25, 2026 - Mar 20, 2026	-13.54% Jun 25, 2014 - Sep 8, 2016
#6	-6.14% Jul 31, 2024 - Aug 19, 2024	-12.78% Nov 1, 2010 - May 5, 2011
#7	-5.49% Nov 18, 2014 - Feb 3, 2015	-12.64% Jun 7, 2001 - Apr 23, 2002
#8	-4.50% Mar 27, 2024 - May 6, 2024	-12.13% Jun 13, 2002 - Jan 6, 2003
#9	-4.38% Jun 14, 2021 - Sep 3, 2021	-11.98% May 14, 2018 - Apr 5, 2019
#10	-4.27% Feb 25, 2015 - Apr 8, 2015	-10.83% Mar 17, 2004 - Sep 16, 2004
#11	-4.19% Nov 12, 2025 - Dec 10, 2025	-9.44% Jan 14, 2008 - May 16, 2008
#12	-3.99% Jan 8, 2021 - Feb 12, 2021	-9.26% Jul 3, 2003 - Dec 15, 2003
#13	-3.80% Sep 16, 2025 - Oct 27, 2025	-9.03% Apr 27, 2010 - Jun 22, 2010
#14	-3.68% Jul 23, 2025 - Aug 12, 2025	-7.20% Jul 11, 2005 - Aug 28, 2006
#15	-3.63% Feb 16, 2021 - Mar 16, 2021	-7.12% Jul 3, 2007 - Jan 14, 2008

Correlation

Correlation between JPIN and PPT is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2000 - 2026)

JPIN vs PPT dividend yield comparison.

Year	JPIN	PPT
2026	1.48%	4.54%
2025	4.50%	8.81%
2024	4.20%	8.76%
2023	6.22%	8.74%
2022	3.06%	8.60%
2021	5.03%	7.31%
2020	2.45%	8.84%
2019	3.30%	7.73%
2018	2.72%	6.84%
2017	2.12%	5.85%
2016	1.67%	6.28%
2015	2.18%	6.30%
2014	0.30%	5.94%
2013	0.00%	5.74%
2012	0.00%	6.52%
2011	0.00%	10.98%
2010	0.00%	10.99%
2009	0.00%	12.20%
2008	0.00%	12.51%
2007	0.00%	5.81%
2006	0.00%	5.60%
2005	0.00%	7.59%
2004	0.00%	7.11%
2003	0.00%	7.37%
2002	0.00%	8.82%
2001	0.00%	9.65%
2000	0.00%	4.33%