# Morgan Stanley (MS) 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.

Morgan Stanley (MS) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: MS +116.70%, SPY +88.06%. Regime MS BEAR · SPY BULL. As of Oct 13, 2026. Research only.

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

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| MS | +116.70% | -32.39% | +4.28% |
| SPY | +88.06% | -24.49% | +14.78% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| MS | +23.03% | +75.12% | +163.12% | +116.70% |
| SPY | +18.61% | +36.22% | +86.97% | +88.06% |

## Annual

| Year | MS | SPY |
|---|---:|---:|
| YTD | +4.28% | +14.78% |
| 2025 | +46.30% | +18.01% |
| 2024 | +38.80% | +25.59% |
| 2023 | +13.02% | +26.73% |
| 2022 | -12.19% | -18.64% |
| 2021 | -2.15% | +7.72% |

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Research context only. Not personalized investment advice.