# Rocket Companies, Inc. (RKT) 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.

Rocket Companies, Inc. (RKT) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: RKT -13.37%, SPY +92.05%. Regime RKT CRISIS · SPY BULL. As of Oct 9, 2026. Research only.

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

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| RKT | -13.37% | -61.69% | -42.25% |
| SPY | +92.05% | -24.49% | +14.86% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| RKT | -29.40% | -29.68% | +49.55% | -13.37% |
| SPY | +17.26% | +38.01% | +86.77% | +92.05% |

## Annual

| Year | RKT | SPY |
|---|---:|---:|
| YTD | -42.25% | +14.86% |
| 2025 | +88.98% | +18.01% |
| 2024 | -21.15% | +25.59% |
| 2023 | +104.23% | +26.73% |
| 2022 | -48.23% | -18.64% |
| 2021 | -8.44% | +9.92% |

---

Research context only. Not personalized investment advice.