PPT vs XPH

Comparison between Putnam Premier Income Trust (PPT, ETF) and STATE STREET(R) SPDR(R) S&P(R) PHARMACEUTICALS ETF (XPH, ETF).

5-Year PerformanceXPH has outperformed PPT, delivering a return of +3.8% compared to +2.2%

PPT vs XPH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PPT(ETF)	XPH(ETF)
Net Assets	$356M	$355M
Expense Ratio	N/A	0.35%
Max Drawdown	55.93%	52.72%
Sharpe Ratio	-0.16	1.48
5Y Beta	0.17	0.77
P/E Ratio	N/A	-26.31
Forward P/E	N/A	10.86
5Y Dividends CAGR	-4.90%	10.65%
5Y EPS CAGR	N/A	-2.08%
Debt to Equity	N/A	14.34%
P/S Ratio	N/A	2.40
P/B Ratio	N/A	3.32

Net Assets

Winner

PPT

$356M

XPH

$355M

Expense Ratio

PPT

N/A

XPH

0.35%

Max Drawdown

PPT

55.93%

Winner

XPH

52.72%

Sharpe Ratio

PPT

-0.16

Winner

XPH

1.48

5Y Beta

Winner

PPT

0.17

XPH

0.77

P/E Ratio

PPT

N/A

XPH

-26.31

Forward P/E

PPT

N/A

XPH

10.86

5Y Dividends CAGR

PPT

-4.90%

Winner

XPH

10.65%

5Y EPS CAGR

PPT

N/A

XPH

-2.08%

Debt to Equity

PPT

N/A

XPH

14.34%

P/S Ratio

PPT

N/A

XPH

2.40

P/B Ratio

PPT

N/A

XPH

3.32

PPT vs XPH - Historical Returns

Returns include dividend reinvestment.

Period	PPT	XPH
1 month	-0.69%	-4.57%
3 months	-1.46%	+3.27%
6 months	+0.71%	+5.26%
1 year	+1.68%	+39.58%
5 years(CAGR)	+2.20%	+3.76%
10 years(CAGR)	+4.65%	+3.42%
Max(CAGR)	+5.18%	+8.49%

Winner

PPT

-0.69%

XPH

-4.57%

PPT

-1.46%

Winner

XPH

+3.27%

PPT

+0.71%

Winner

XPH

+5.26%

PPT

+1.68%

Winner

XPH

+39.58%

5Y(CAGR)

PPT

+2.20%

Winner

XPH

+3.76%

10Y(CAGR)

Winner

PPT

+4.65%

XPH

+3.42%

Max(CAGR)

PPT

+5.18%

Winner

XPH

+8.49%

PPT vs XPH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PPT	XPH
2026	+0.53%	+3.43%
2025	+7.79%	+32.67%
2024	+6.99%	+4.80%
2023	+6.84%	+3.85%
2022	-7.73%	-10.72%
2021	-1.49%	-9.89%
2020	-6.64%	+14.99%
2019	+24.45%	+24.63%
2018	-4.90%	-16.41%
2017	+13.55%	+9.20%
2016	+8.31%	-21.50%
2015	-0.16%	+1.71%
2014	+2.17%	+30.23%
2013	+4.98%	+58.86%
2012	+12.03%	+10.07%
2011	-9.55%	+11.81%
2010	+13.24%	+19.70%
2009	+71.49%	+25.21%
2008	-32.16%	-8.06%
2007	+1.68%	-1.40%
2006	+11.38%	+11.12%
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 XPH Drawdown Comparison

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

The maximum drawdown for XPH was -48.04%, occurring on Mar 23, 2020. Recovery took 2621 trading sessions.

The current PPT drawdown is -3.62%. The current XPH drawdown is -6.03%.

Rank	PPT	XPH
#1	-49.68% May 21, 2008 - Aug 25, 2009	-48.04% Jul 22, 2015 - Dec 22, 2025
#2	-31.74% Jan 15, 2020 - May 1, 2025	-35.26% May 9, 2007 - Oct 14, 2009
#3	-22.13% Jun 3, 2011 - Apr 22, 2014	-17.59% Jul 7, 2011 - Jan 9, 2012
#4	-17.27% Nov 1, 1999 - Jan 18, 2001	-14.50% Mar 5, 2014 - Jun 20, 2014
#5	-13.54% Jun 25, 2014 - Sep 8, 2016	-13.17% Sep 18, 2012 - Feb 19, 2013
#6	-12.78% Nov 1, 2010 - May 5, 2011	-11.97% Feb 25, 2026 - Apr 17, 2026
#7	-12.64% Jun 7, 2001 - Apr 23, 2002	-10.95% Apr 5, 2010 - Sep 13, 2010
#8	-12.13% Jun 13, 2002 - Jan 6, 2003	-10.85% Jul 3, 2014 - Sep 17, 2014
#9	-11.98% May 14, 2018 - Apr 5, 2019	-10.60% Mar 19, 2015 - Jul 14, 2015
#10	-10.83% Mar 17, 2004 - Sep 16, 2004	-9.08% Oct 15, 2009 - Nov 23, 2009
#11	-9.44% Jan 14, 2008 - May 16, 2008	-8.24% May 6, 2026 - Jun 2, 2026
#12	-9.26% Jul 3, 2003 - Dec 15, 2003	-7.03% Sep 24, 2014 - Oct 28, 2014
#13	-9.03% Apr 27, 2010 - Jun 22, 2010	-6.73% Feb 20, 2007 - Apr 12, 2007
#14	-7.20% Jul 11, 2005 - Aug 28, 2006	-6.56% Jan 18, 2011 - Apr 4, 2011
#15	-7.12% Jul 3, 2007 - Jan 14, 2008	-6.43% Apr 27, 2012 - Jun 19, 2012

Correlation

Correlation between PPT and XPH is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2000 - 2026)

PPT vs XPH dividend yield comparison.

Year	PPT	XPH
2026	3.78%	0.11%
2025	8.81%	0.83%
2024	8.76%	1.58%
2023	8.74%	1.28%
2022	8.60%	1.64%
2021	7.31%	0.95%
2020	8.84%	0.47%
2019	7.73%	0.64%
2018	6.84%	0.65%
2017	5.85%	0.67%
2016	6.28%	0.63%
2015	6.30%	7.15%
2014	5.94%	5.55%
2013	5.74%	2.06%
2012	6.52%	1.91%
2011	10.98%	1.15%
2010	10.99%	1.12%
2009	12.20%	0.99%
2008	12.51%	1.56%
2007	5.81%	1.11%
2006	5.60%	0.76%
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%