PPT vs USMF

Comparison between Putnam Premier Income Trust (PPT, ETF) and WISDOMTREE U.S. MULTIFACTOR FUND (USMF, ETF).

5-Year PerformanceUSMF has outperformed PPT, delivering a return of +8.1% compared to +2.0%

PPT vs USMF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PPT(ETF)	USMF(ETF)
Net Assets	$356M	$356M
Expense Ratio	N/A	0.28%
Max Drawdown	55.93%	36.24%
Sharpe Ratio	-0.14	0.37
5Y Beta	0.16	0.67
P/E Ratio	N/A	18.94
Forward P/E	N/A	14.05
PEG Ratio	N/A	0.04
5Y Dividends CAGR	-4.90%	17.06%
5Y EPS CAGR	N/A	18.66%
Debt to Equity	N/A	77.35%
P/S Ratio	N/A	1.77
P/B Ratio	N/A	3.43

Net Assets

PPT

$356M

Winner

USMF

$356M

Expense Ratio

PPT

N/A

USMF

0.28%

Max Drawdown

PPT

55.93%

Winner

USMF

36.24%

Sharpe Ratio

PPT

-0.14

Winner

USMF

0.37

5Y Beta

Winner

PPT

0.16

USMF

0.67

P/E Ratio

PPT

N/A

USMF

18.94

Forward P/E

PPT

N/A

USMF

14.05

PEG Ratio

PPT

N/A

USMF

0.04

5Y Dividends CAGR

PPT

-4.90%

Winner

USMF

17.06%

5Y EPS CAGR

PPT

N/A

USMF

18.66%

Debt to Equity

PPT

N/A

USMF

77.35%

P/S Ratio

PPT

N/A

USMF

1.77

P/B Ratio

PPT

N/A

USMF

3.43

PPT vs USMF - Historical Returns

Returns include dividend reinvestment.

Period	PPT	USMF
1 month	+0.76%	+4.08%
3 months	+0.52%	+7.51%
6 months	+2.27%	+5.78%
1 year	+2.37%	+7.67%
5 years(CAGR)	+2.00%	+8.05%
10 years(CAGR)	+4.74%	+10.64%
Max(CAGR)	+5.19%	+10.64%

PPT

+0.76%

Winner

USMF

+4.08%

PPT

+0.52%

Winner

USMF

+7.51%

PPT

+2.27%

Winner

USMF

+5.78%

PPT

+2.37%

Winner

USMF

+7.67%

5Y(CAGR)

PPT

+2.00%

Winner

USMF

+8.05%

10Y(CAGR)

PPT

+4.74%

Winner

USMF

+10.64%

Max(CAGR)

PPT

+5.19%

Winner

USMF

+10.64%

PPT vs USMF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PPT	USMF
2026	+0.83%	+5.77%
2025	+7.79%	+4.59%
2024	+6.99%	+19.52%
2023	+6.84%	+13.88%
2022	-7.73%	-8.76%
2021	-1.49%	+22.46%
2020	-6.64%	+11.53%
2019	+24.45%	+24.74%
2018	-4.90%	-4.54%
2017	+13.55%	+11.27%
2016	+8.31%	N/A
2015	-0.16%	N/A
2014	+2.17%	N/A
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 USMF Drawdown Comparison

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

The maximum drawdown for USMF was -36.24%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current PPT drawdown is -3.34%. The current USMF drawdown is -1.16%.

Rank	PPT	USMF
#1	-49.68% May 21, 2008 - Aug 25, 2009	-36.24% Feb 19, 2020 - Sep 2, 2020
#2	-31.74% Jan 15, 2020 - May 1, 2025	-19.07% Sep 14, 2018 - Jul 3, 2019
#3	-22.13% Jun 3, 2011 - Apr 22, 2014	-18.11% Jan 4, 2022 - Dec 4, 2023
#4	-17.27% Nov 1, 1999 - Jan 18, 2001	-15.39% Nov 26, 2024 - Sep 11, 2025
#5	-13.54% Jun 25, 2014 - Sep 8, 2016	-8.63% Jan 29, 2018 - Jun 8, 2018
#6	-12.78% Nov 1, 2010 - May 5, 2011	-7.91% Sep 2, 2020 - Oct 13, 2020
#7	-12.64% Jun 7, 2001 - Apr 23, 2002	-6.90% Oct 13, 2020 - Nov 16, 2020
#8	-12.13% Jun 13, 2002 - Jan 6, 2003	-6.46% Sep 29, 2025 - May 8, 2026
#9	-11.98% May 14, 2018 - Apr 5, 2019	-5.94% Nov 12, 2021 - Dec 27, 2021
#10	-10.83% Mar 17, 2004 - Sep 16, 2004	-5.63% Mar 28, 2024 - Jul 16, 2024
#11	-9.44% Jan 14, 2008 - May 16, 2008	-5.51% Jul 31, 2024 - Aug 16, 2024
#12	-9.26% Jul 3, 2003 - Dec 15, 2003	-5.18% Jul 12, 2019 - Oct 28, 2019
#13	-9.03% Apr 27, 2010 - Jun 22, 2010	-4.99% Feb 12, 2021 - Mar 11, 2021
#14	-7.20% Jul 11, 2005 - Aug 28, 2006	-4.66% Sep 2, 2021 - Oct 22, 2021
#15	-7.12% Jul 3, 2007 - Jan 14, 2008	-4.08% Jun 11, 2021 - Jul 29, 2021

Correlation

Correlation between PPT and USMF is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (2000 - 2026)

PPT vs USMF dividend yield comparison.

Year	PPT	USMF
2026	3.77%	0.33%
2025	8.81%	1.37%
2024	8.76%	1.22%
2023	8.74%	1.33%
2022	8.60%	1.74%
2021	7.31%	1.42%
2020	8.84%	1.34%
2019	7.73%	1.38%
2018	6.84%	1.45%
2017	5.85%	0.67%
2016	6.28%	0.00%
2015	6.30%	0.00%
2014	5.94%	0.00%
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%