# Ballast Small/Mid Cap ETF (MGMT) 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.

Ballast Small/Mid Cap ETF (MGMT) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: MGMT +39.04%, SPY +91.24%. Regime MGMT BEAR · SPY BULL. As of Oct 7, 2026. Research only.

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

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| MGMT | +39.04% | -24.95% | +10.24% |
| SPY | +91.24% | -24.49% | +14.66% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| MGMT | +13.46% | +29.04% | +46.55% | +39.04% |
| SPY | +17.41% | +40.04% | +86.44% | +91.24% |

## Annual

| Year | MGMT | SPY |
|---|---:|---:|
| YTD | +10.24% | +14.66% |
| 2025 | +7.28% | +18.01% |
| 2024 | +13.82% | +25.59% |
| 2023 | +18.71% | +26.73% |
| 2022 | -15.24% | -18.64% |
| 2021 | +3.18% | +9.65% |

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Research context only. Not personalized investment advice.