# BlackRock Energy and Resources Trust (BGR) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

BlackRock Energy and Resources Trust (BGR) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: BGR +144.37%, SPY +91.57%. Regime BGR BULL · SPY BULL. As of Oct 9, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/BGR/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=BGR%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| BGR | +144.37% | -24.80% | +34.81% |
| SPY | +91.57% | -24.49% | +14.86% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| BGR | +41.25% | +58.29% | +72.59% | +144.37% |
| SPY | +17.26% | +38.01% | +86.77% | +91.57% |

## Annual

| Year | BGR | SPY |
|---|---:|---:|
| YTD | +34.81% | +14.86% |
| 2025 | +15.89% | +18.01% |
| 2024 | +6.85% | +25.59% |
| 2023 | +8.69% | +26.73% |
| 2022 | +35.37% | -18.64% |
| 2021 | -5.16% | +9.65% |

---

Research context only. Not personalized investment advice.