XPH vs PPT

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

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

XPH vs PPT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

XPH

$355M

Winner

PPT

$356M

Expense Ratio

XPH

0.35%

PPT

N/A

Max Drawdown

Winner

XPH

52.72%

PPT

55.93%

Sharpe Ratio

Winner

XPH

1.48

PPT

-0.16

5Y Beta

XPH

0.77

Winner

PPT

0.17

P/E Ratio

XPH

-26.31

PPT

N/A

Forward P/E

XPH

10.86

PPT

N/A

5Y Dividends CAGR

Winner

XPH

10.65%

PPT

-4.90%

5Y EPS CAGR

XPH

-2.08%

PPT

N/A

Debt to Equity

XPH

14.34%

PPT

N/A

P/S Ratio

XPH

2.40

PPT

N/A

P/B Ratio

XPH

3.32

PPT

N/A

XPH vs PPT - Historical Returns

Returns include dividend reinvestment.

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

XPH

-4.57%

Winner

PPT

-0.69%

Winner

XPH

+3.27%

PPT

-1.46%

Winner

XPH

+5.26%

PPT

+0.71%

Winner

XPH

+39.58%

PPT

+1.68%

5Y(CAGR)

Winner

XPH

+3.76%

PPT

+2.20%

10Y(CAGR)

XPH

+3.42%

Winner

PPT

+4.65%

Max(CAGR)

Winner

XPH

+8.49%

PPT

+5.18%

XPH vs PPT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

XPH vs PPT Drawdown Comparison

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

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

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

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

Correlation

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

0.86

-101

Dividend Comparison (2000 - 2026)

XPH vs PPT dividend yield comparison.

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