# Inspire Small/Mid Cap ETF (ISMD) 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/ISMD/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=ISMD%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| ISMD | +54.65% | -26.64% | +22.70% |
| SPY | +86.68% | -24.49% | +14.11% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| ISMD | +22.59% | +28.65% | +61.60% | +54.65% |
| SPY | +17.25% | +38.91% | +85.94% | +86.68% |

## Annual

| Year | ISMD | SPY |
|---|---:|---:|
| YTD | +22.70% | +14.11% |
| 2025 | +4.92% | +18.01% |
| 2024 | +10.61% | +25.59% |
| 2023 | +17.81% | +26.73% |
| 2022 | -13.98% | -18.64% |
| 2021 | +8.34% | +7.55% |

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Research context only. Not personalized investment advice.