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PPT vs SPY

Comparison between Putnam Premier Income Trust (PPT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed PPT, delivering a return of +13.3% compared to +2.2%

PPT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PPT
$356M
Winner
SPY
$735B
Expense Ratio
PPT
N/A
SPY
0.09%
Max Drawdown
Winner
PPT
55.93%
SPY
56.47%
Sharpe Ratio
PPT
-0.16
Winner
SPY
1.62
5Y Beta
Winner
PPT
0.17
SPY
1.00
P/E Ratio
PPT
N/A
SPY
28.99
Forward P/E
PPT
N/A
SPY
22.37
5Y Dividends CAGR
PPT
-4.90%
Winner
SPY
5.43%
5Y EPS CAGR
PPT
N/A
SPY
26.05%
Debt to Equity
PPT
N/A
SPY
32.40%
P/S Ratio
PPT
N/A
SPY
3.74
P/B Ratio
PPT
N/A
SPY
5.61

PPT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
PPT
-0.69%
Winner
SPY
+1.90%
3M
PPT
-1.46%
Winner
SPY
+8.55%
6M
PPT
+0.71%
Winner
SPY
+8.18%
1Y
PPT
+1.68%
Winner
SPY
+25.79%
5Y(CAGR)
PPT
+2.20%
Winner
SPY
+13.32%
10Y(CAGR)
PPT
+4.65%
Winner
SPY
+15.19%
Max(CAGR)
PPT
+5.18%
Winner
SPY
+8.47%

PPT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPPTSPY
2026+0.53%+8.26%
2025+7.79%+18.00%
2024+6.99%+25.59%
2023+6.84%+26.72%
2022-7.73%-18.64%
2021-1.49%+30.52%
2020-6.64%+17.28%
2019+24.45%+31.09%
2018-4.90%-5.24%
2017+13.55%+20.78%
2016+8.31%+13.59%
2015-0.16%+1.31%
2014+2.17%+14.56%
2013+4.98%+29.00%
2012+12.03%+14.17%
2011-9.55%+0.85%
2010+13.24%+13.14%
2009+71.49%+22.67%
2008-32.16%-36.25%
2007+1.68%+5.32%
2006+11.38%+13.85%
2005-0.21%+5.32%
2004+7.34%+10.75%
2003+15.78%+24.18%
2002+9.95%-22.42%
2001+7.46%-10.13%
2000+2.27%-8.84%
1999-11.81%+8.61%

PPT vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current PPT drawdown is -3.62%. The current SPY drawdown is -2.90%.

RankPPTSPY
#1-49.68%
May 21, 2008 - Aug 25, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-31.74%
Jan 15, 2020 - May 1, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-22.13%
Jun 3, 2011 - Apr 22, 2014		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-17.27%
Nov 1, 1999 - Jan 18, 2001		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-13.54%
Jun 25, 2014 - Sep 8, 2016		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.78%
Nov 1, 2010 - May 5, 2011		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-12.64%
Jun 7, 2001 - Apr 23, 2002		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.13%
Jun 13, 2002 - Jan 6, 2003		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.98%
May 14, 2018 - Apr 5, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.83%
Mar 17, 2004 - Sep 16, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.44%
Jan 14, 2008 - May 16, 2008		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-9.26%
Jul 3, 2003 - Dec 15, 2003		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-9.03%
Apr 27, 2010 - Jun 22, 2010		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.20%
Jul 11, 2005 - Aug 28, 2006		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.12%
Jul 3, 2007 - Jan 14, 2008		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between PPT and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

PPT vs SPY dividend yield comparison.

YearPPTSPY
20263.78%0.24%
20258.81%1.07%
20248.76%1.21%
20238.74%1.40%
20228.60%1.65%
20217.31%1.20%
20208.84%1.52%
20197.73%1.75%
20186.84%2.04%
20175.85%1.80%
20166.28%2.03%
20156.30%2.06%
20145.94%1.87%
20135.74%1.81%
20126.52%2.18%
201110.98%2.05%
201010.99%1.80%
200912.20%1.95%
200812.51%3.02%
20075.81%1.85%
20065.60%1.73%
20057.59%1.73%
20047.11%1.82%
20037.37%1.47%
20028.82%1.70%
20019.65%1.25%
20004.33%1.15%
19990.00%0.24%

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