PPT vs JPIN

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

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

PPT vs JPIN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

PPT

$355M

Winner

JPIN

$355M

Expense Ratio

PPT

N/A

JPIN

0.37%

Max Drawdown

PPT

55.93%

Winner

JPIN

40.31%

Sharpe Ratio

PPT

-0.06

Winner

JPIN

1.16

5Y Beta

Winner

PPT

0.17

JPIN

0.60

5Y Dividends CAGR

PPT

-4.46%

Winner

JPIN

13.94%

PPT vs JPIN - Historical Returns

Returns include dividend reinvestment.

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

PPT

+0.32%

Winner

JPIN

+1.17%

PPT

-0.75%

Winner

JPIN

+1.97%

PPT

-1.62%

Winner

JPIN

+6.48%

PPT

+3.09%

Winner

JPIN

+20.07%

5Y(CAGR)

PPT

+2.61%

Winner

JPIN

+8.38%

10Y(CAGR)

PPT

+4.51%

Winner

JPIN

+7.81%

Max(CAGR)

PPT

+5.18%

Winner

JPIN

+6.91%

PPT vs JPIN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

PPT vs JPIN Drawdown Comparison

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

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

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

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

Correlation

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

0.87

-101

Dividend Comparison (2000 - 2026)

PPT vs JPIN dividend yield comparison.

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