# iShares Russell Mid-Cap Value ETF (IWS) 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 Russell Mid-Cap Value ETF (IWS) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: IWS +52.07%, SPY +86.64%. Regime IWS BEAR · SPY BULL. As of Oct 13, 2026. Research only.

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

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| IWS | +52.07% | -21.22% | +17.13% |
| SPY | +86.64% | -24.49% | +14.78% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| IWS | +22.25% | +28.01% | +68.48% | +52.07% |
| SPY | +18.61% | +36.22% | +86.97% | +86.64% |

## Annual

| Year | IWS | SPY |
|---|---:|---:|
| YTD | +17.13% | +14.78% |
| 2025 | +11.22% | +18.01% |
| 2024 | +13.16% | +25.59% |
| 2023 | +12.90% | +26.73% |
| 2022 | -12.25% | -18.64% |
| 2021 | +3.92% | +6.90% |

---

Research context only. Not personalized investment advice.