# iShares Morningstar U.S. Equity ETF (ILCB) 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.

iShares Morningstar U.S. Equity ETF (ILCB) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: ILCB +85.80%, SPY +90.56%. Regime ILCB BULL · SPY BULL. As of Oct 5, 2026. Research only.

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

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| ILCB | +85.80% | -25.47% | +13.72% |
| SPY | +90.56% | -24.49% | +14.31% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| ILCB | +16.18% | +38.93% | +87.95% | +85.80% |
| SPY | +16.62% | +39.61% | +89.28% | +90.56% |

## Annual

| Year | ILCB | SPY |
|---|---:|---:|
| YTD | +13.72% | +14.31% |
| 2025 | +17.85% | +18.01% |
| 2024 | +25.87% | +25.59% |
| 2023 | +27.61% | +26.73% |
| 2022 | -19.89% | -18.64% |
| 2021 | +8.46% | +9.60% |

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Research context only. Not personalized investment advice.