StockComparison Logo
vs

NUMG vs PPT

Comparison between NUVEEN ESG MID-CAP GROWTH ETF (NUMG, ETF) and Putnam Premier Income Trust (PPT, ETF).

5-Year PerformancePPT has outperformed NUMG, delivering a return of +2.9% compared to -0.8%

NUMG vs PPT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NUMG
$350M
Winner
PPT
$350M
Expense Ratio
NUMG
0.31%
PPT
N/A
Max Drawdown
Winner
NUMG
45.83%
PPT
55.93%
Sharpe Ratio
NUMG
-0.06
Winner
PPT
-0.05
5Y Beta
NUMG
1.10
Winner
PPT
0.16
P/E Ratio
NUMG
54.57
PPT
N/A
Forward P/E
NUMG
30.26
PPT
N/A
5Y Dividends CAGR
NUMG
-55.99%
Winner
PPT
-1.65%
5Y EPS CAGR
NUMG
15.02%
PPT
N/A
Debt to Equity
NUMG
354.48%
PPT
N/A
P/S Ratio
NUMG
4.48
PPT
N/A
P/B Ratio
NUMG
8.26
PPT
N/A

NUMG vs PPT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NUMG
+6.14%
PPT
+2.54%
3M
Winner
NUMG
+4.24%
PPT
+2.60%
6M
Winner
NUMG
+11.36%
PPT
-0.30%
1Y
NUMG
-0.95%
Winner
PPT
+1.56%
5Y(CAGR)
NUMG
-0.85%
Winner
PPT
+2.94%
10Y(CAGR)
Winner
NUMG
+9.45%
PPT
+4.39%
Max(CAGR)
Winner
NUMG
+9.45%
PPT
+5.23%

NUMG vs PPT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNUMGPPT
2026+0.71%+2.85%
2025+0.69%+7.79%
2024+14.12%+6.99%
2023+20.75%+6.84%
2022-27.54%-7.73%
2021+14.62%-1.49%
2020+44.12%-6.64%
2019+35.25%+24.45%
2018-6.03%-4.90%
2017+19.00%+13.55%
2016-0.84%+8.31%
2015N/A-0.16%
2014N/A+2.17%
2013N/A+4.98%
2012N/A+12.03%
2011N/A-9.55%
2010N/A+13.24%
2009N/A+71.49%
2008N/A-32.16%
2007N/A+1.68%
2006N/A+11.38%
2005N/A-0.21%
2004N/A+7.34%
2003N/A+15.78%
2002N/A+9.95%
2001N/A+7.46%
2000N/A+2.27%
1999N/A-11.81%

NUMG vs PPT Drawdown Comparison

The maximum drawdown for NUMG was -38.68%, occurring on Oct 14, 2022. This drawdown has not yet recovered.

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

The current NUMG drawdown is -8.38%. The current PPT drawdown is -1.40%.

RankNUMGPPT
#1-38.68%
Nov 16, 2021 - Oct 14, 2022
-49.68%
May 21, 2008 - Aug 25, 2009
#2-33.40%
Feb 19, 2020 - May 29, 2020
-31.74%
Jan 15, 2020 - May 1, 2025
#3-24.83%
Sep 14, 2018 - May 3, 2019
-22.13%
Jun 3, 2011 - Apr 22, 2014
#4-11.48%
Feb 12, 2021 - Apr 15, 2021
-17.27%
Nov 1, 1999 - Jan 18, 2001
#5-10.32%
Apr 26, 2021 - Jun 25, 2021
-13.54%
Jun 25, 2014 - Sep 8, 2016
#6-9.39%
Jan 26, 2018 - Jun 4, 2018
-12.78%
Nov 1, 2010 - May 5, 2011
#7-8.61%
Jul 24, 2019 - Nov 25, 2019
-12.64%
Jun 7, 2001 - Apr 23, 2002
#8-8.51%
Sep 2, 2020 - Oct 8, 2020
-12.13%
Jun 13, 2002 - Jan 6, 2003
#9-8.51%
Sep 3, 2021 - Nov 2, 2021
-11.98%
May 14, 2018 - Apr 5, 2019
#10-7.02%
Jun 8, 2020 - Jul 2, 2020
-10.83%
Mar 17, 2004 - Sep 16, 2004
#11-6.25%
Oct 23, 2020 - Nov 5, 2020
-9.44%
Jan 14, 2008 - May 16, 2008
#12-5.91%
Jan 20, 2021 - Feb 4, 2021
-9.26%
Jul 3, 2003 - Dec 15, 2003
#13-5.67%
May 3, 2019 - Jun 10, 2019
-9.03%
Apr 27, 2010 - Jun 22, 2010
#14-5.18%
May 15, 2017 - Jul 21, 2017
-7.20%
Jul 11, 2005 - Aug 28, 2006
#15-4.70%
Jun 18, 2018 - Jul 18, 2018
-7.12%
Jul 3, 2007 - Jan 14, 2008

Correlation

Correlation between NUMG and PPT is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (2000 - 2026)

NUMG vs PPT dividend yield comparison.

YearNUMGPPT
20260.00%6.05%
20250.01%8.81%
20240.06%8.76%
20230.18%8.74%
20220.18%8.60%
202112.76%7.31%
20203.82%8.84%
20190.27%7.73%
20185.14%6.84%
20170.56%5.85%
20160.00%6.28%
20150.00%6.30%
20140.00%5.94%
20130.00%5.74%
20120.00%6.52%
20110.00%10.98%
20100.00%10.99%
20090.00%12.20%
20080.00%12.51%
20070.00%5.81%
20060.00%5.60%
20050.00%7.59%
20040.00%7.11%
20030.00%7.37%
20020.00%8.82%
20010.00%9.65%
20000.00%4.33%

Select Stocks to Compare