PPT vs ZECP

Comparison between Putnam Premier Income Trust (PPT, ETF) and ZACKS EARNINGS CONSISTENT PORTFOLIO ETF (ZECP, ETF).

5-Year PerformanceZECP has outperformed PPT, delivering a return of +9.2% compared to +2.6%

PPT vs ZECP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PPT(ETF)	ZECP(ETF)
Net Assets	$355M	$354M
Expense Ratio	N/A	0.55%
Max Drawdown	55.93%	21.86%
Sharpe Ratio	-0.06	1.16
5Y Beta	0.17	0.73
P/E Ratio	N/A	27.71
Forward P/E	N/A	22.35
PEG Ratio	N/A	0.85
5Y Dividends CAGR	-4.46%	N/A
5Y EPS CAGR	N/A	14.71%
Debt to Equity	N/A	20.47%
P/S Ratio	N/A	2.46
P/B Ratio	N/A	5.86

Net Assets

Winner

PPT

$355M

ZECP

$354M

Expense Ratio

PPT

N/A

ZECP

0.55%

Max Drawdown

PPT

55.93%

Winner

ZECP

21.86%

Sharpe Ratio

PPT

-0.06

Winner

ZECP

1.16

5Y Beta

Winner

PPT

0.17

ZECP

0.73

P/E Ratio

PPT

N/A

ZECP

27.71

Forward P/E

PPT

N/A

ZECP

22.35

PEG Ratio

PPT

N/A

ZECP

0.85

5Y Dividends CAGR

PPT

-4.46%

ZECP

N/A

5Y EPS CAGR

PPT

N/A

ZECP

14.71%

Debt to Equity

PPT

N/A

ZECP

20.47%

P/S Ratio

PPT

N/A

ZECP

2.46

P/B Ratio

PPT

N/A

ZECP

5.86

PPT vs ZECP - Historical Returns

Returns include dividend reinvestment.

Period	PPT	ZECP
1 month	+0.32%	+0.69%
3 months	-0.75%	+4.44%
6 months	-1.62%	+5.89%
1 year	+3.09%	+16.77%
5 years(CAGR)	+2.61%	+9.22%
10 years(CAGR)	+4.51%	N/A
Max(CAGR)	+5.18%	+9.22%

PPT

+0.32%

Winner

ZECP

+0.69%

PPT

-0.75%

Winner

ZECP

+4.44%

PPT

-1.62%

Winner

ZECP

+5.89%

PPT

+3.09%

Winner

ZECP

+16.77%

5Y(CAGR)

PPT

+2.61%

Winner

ZECP

+9.22%

10Y(CAGR)

PPT

+4.51%

ZECP

N/A

Max(CAGR)

PPT

+5.18%

Winner

ZECP

+9.22%

PPT vs ZECP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PPT	ZECP
2026	+1.15%	+7.14%
2025	+7.79%	+15.51%
2024	+6.99%	+17.65%
2023	+6.84%	+14.19%
2022	-7.73%	-13.00%
2021	-1.49%	+7.75%
2020	-6.64%	N/A
2019	+24.45%	N/A
2018	-4.90%	N/A
2017	+13.55%	N/A
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 ZECP Drawdown Comparison

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

The maximum drawdown for ZECP was -21.86%, occurring on Oct 12, 2022. Recovery took 518 trading sessions.

The current PPT drawdown is -3.03%. The current ZECP drawdown is -1.58%.

Rank	PPT	ZECP
#1	-49.68% May 21, 2008 - Aug 25, 2009	-21.86% Dec 29, 2021 - Jan 23, 2024
#2	-31.74% Jan 15, 2020 - May 1, 2025	-15.47% Jan 30, 2025 - Jul 2, 2025
#3	-22.13% Jun 3, 2011 - Apr 22, 2014	-8.32% Feb 9, 2026 - Apr 17, 2026
#4	-17.27% Nov 1, 1999 - Jan 18, 2001	-6.02% Nov 29, 2024 - Jan 30, 2025
#5	-13.54% Jun 25, 2014 - Sep 8, 2016	-5.99% Sep 3, 2021 - Oct 21, 2021
#6	-12.78% Nov 1, 2010 - May 5, 2011	-5.60% Jul 16, 2024 - Aug 20, 2024
#7	-12.64% Jun 7, 2001 - Apr 23, 2002	-4.52% Mar 28, 2024 - May 10, 2024
#8	-12.13% Jun 13, 2002 - Jan 6, 2003	-3.42% Nov 16, 2021 - Dec 7, 2021
#9	-11.98% May 14, 2018 - Apr 5, 2019	-2.88% Oct 18, 2024 - Nov 6, 2024
#10	-10.83% Mar 17, 2004 - Sep 16, 2004	-2.83% May 21, 2024 - Jun 17, 2024
#11	-9.44% Jan 14, 2008 - May 16, 2008	-2.81% Nov 12, 2025 - Nov 25, 2025
#12	-9.26% Jul 3, 2003 - Dec 15, 2003	-2.73% Aug 30, 2024 - Sep 16, 2024
#13	-9.03% Apr 27, 2010 - Jun 22, 2010	-2.46% Dec 15, 2021 - Dec 23, 2021
#14	-7.20% Jul 11, 2005 - Aug 28, 2006	-2.21% Oct 6, 2025 - Oct 20, 2025
#15	-7.12% Jul 3, 2007 - Jan 14, 2008	-2.18% Jun 4, 2026 - Jun 15, 2026

Correlation

Correlation between PPT and ZECP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2000 - 2026)

PPT vs ZECP dividend yield comparison.

Year	PPT	ZECP
2026	4.54%	0.00%
2025	8.81%	0.79%
2024	8.76%	0.63%
2023	8.74%	0.73%
2022	8.60%	0.91%
2021	7.31%	0.11%
2020	8.84%	0.00%
2019	7.73%	0.00%
2018	6.84%	0.00%
2017	5.85%	0.00%
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%