USMF vs PPT

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

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

USMF vs PPT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

USMF

$356M

PPT

$356M

Expense Ratio

USMF

0.28%

PPT

N/A

Max Drawdown

Winner

USMF

36.24%

PPT

55.93%

Sharpe Ratio

Winner

USMF

0.37

PPT

-0.14

5Y Beta

USMF

0.67

Winner

PPT

0.16

P/E Ratio

USMF

18.94

PPT

N/A

Forward P/E

USMF

14.05

PPT

N/A

PEG Ratio

USMF

0.04

PPT

N/A

5Y Dividends CAGR

Winner

USMF

17.06%

PPT

-4.90%

5Y EPS CAGR

USMF

18.66%

PPT

N/A

Debt to Equity

USMF

77.35%

PPT

N/A

P/S Ratio

USMF

1.77

PPT

N/A

P/B Ratio

USMF

3.43

PPT

N/A

USMF vs PPT - Historical Returns

Returns include dividend reinvestment.

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

Winner

USMF

+4.08%

PPT

+0.76%

Winner

USMF

+7.51%

PPT

+0.52%

Winner

USMF

+5.78%

PPT

+2.27%

Winner

USMF

+7.67%

PPT

+2.37%

5Y(CAGR)

Winner

USMF

+8.05%

PPT

+2.00%

10Y(CAGR)

Winner

USMF

+10.64%

PPT

+4.74%

Max(CAGR)

Winner

USMF

+10.64%

PPT

+5.19%

USMF vs PPT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USMF	PPT
2026	+5.77%	+0.83%
2025	+4.59%	+7.79%
2024	+19.52%	+6.99%
2023	+13.88%	+6.84%
2022	-8.76%	-7.73%
2021	+22.46%	-1.49%
2020	+11.53%	-6.64%
2019	+24.74%	+24.45%
2018	-4.54%	-4.90%
2017	+11.27%	+13.55%
2016	N/A	+8.31%
2015	N/A	-0.16%
2014	N/A	+2.17%
2013	N/A	+4.98%
2012	N/A	+12.03%
2011	N/A	-9.55%
2010	N/A	+13.24%
2009	N/A	+71.49%
2008	N/A	-32.16%
2007	N/A	+1.68%
2006	N/A	+11.38%
2005	N/A	-0.21%
2004	N/A	+7.34%
2003	N/A	+15.78%
2002	N/A	+9.95%
2001	N/A	+7.46%
2000	N/A	+2.27%
1999	N/A	-11.81%

USMF vs PPT Drawdown Comparison

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

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

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

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

Correlation

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

0.76

-101

Dividend Comparison (2000 - 2026)

USMF vs PPT dividend yield comparison.

Year	USMF	PPT
2026	0.33%	3.77%
2025	1.37%	8.81%
2024	1.22%	8.76%
2023	1.33%	8.74%
2022	1.74%	8.60%
2021	1.42%	7.31%
2020	1.34%	8.84%
2019	1.38%	7.73%
2018	1.45%	6.84%
2017	0.67%	5.85%
2016	0.00%	6.28%
2015	0.00%	6.30%
2014	0.00%	5.94%
2013	0.00%	5.74%
2012	0.00%	6.52%
2011	0.00%	10.98%
2010	0.00%	10.99%
2009	0.00%	12.20%
2008	0.00%	12.51%
2007	0.00%	5.81%
2006	0.00%	5.60%
2005	0.00%	7.59%
2004	0.00%	7.11%
2003	0.00%	7.37%
2002	0.00%	8.82%
2001	0.00%	9.65%
2000	0.00%	4.33%