# FactSet Research Systems Inc. (FDS) 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.

FactSet Research Systems Inc. (FDS) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: FDS -28.46%, SPY +90.31%. Regime FDS RECOVERY · SPY BULL. As of Oct 6, 2026. Research only.

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

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| FDS | -28.46% | -61.13% | -3.22% |
| SPY | +90.31% | -24.49% | +14.93% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| FDS | +0.66% | -37.85% | -37.62% | -28.46% |
| SPY | +17.26% | +40.38% | +88.09% | +90.31% |

## Annual

| Year | FDS | SPY |
|---|---:|---:|
| YTD | -3.22% | +14.93% |
| 2025 | -38.39% | +18.01% |
| 2024 | +4.76% | +25.59% |
| 2023 | +18.58% | +26.73% |
| 2022 | -15.01% | -18.64% |
| 2021 | +21.37% | +8.86% |

---

Research context only. Not personalized investment advice.