# BRK.B 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.

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

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| BRK.B | +81.44% | -26.58% | +1.85% |
| SPY | +82.61% | -24.49% | +13.34% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| BRK.B | -0.17% | +5.74% | +40.38% | +81.44% |
| SPY | +19.97% | +43.10% | +77.98% | +82.61% |

## Annual

| Year | BRK.B | SPY |
|---|---:|---:|
| YTD | +1.85% | +13.34% |
| 2025 | +11.43% | +18.01% |
| 2024 | +25.06% | +25.59% |
| 2023 | +15.09% | +26.73% |
| 2022 | +2.70% | -18.64% |
| 2021 | +7.21% | +5.92% |

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Research context only. Not personalized investment advice.