# Moelis & Company (MC) 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.

Moelis & Company (MC) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: MC +9.27%, SPY +90.43%. Regime MC BEAR · SPY BULL. As of Oct 8, 2026. Research only.

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

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| MC | +9.27% | -53.03% | -18.52% |
| SPY | +90.43% | -24.49% | +14.17% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| MC | -10.77% | -9.28% | +45.06% | +9.27% |
| SPY | +16.22% | +38.14% | +85.65% | +90.43% |

## Annual

| Year | MC | SPY |
|---|---:|---:|
| YTD | -18.52% | +14.17% |
| 2025 | -3.54% | +18.01% |
| 2024 | +38.35% | +25.59% |
| 2023 | +52.59% | +26.73% |
| 2022 | -35.23% | -18.64% |
| 2021 | -3.00% | +9.65% |

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Research context only. Not personalized investment advice.