# Total Return Securities, Inc. (SWZ) 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.

Total Return Securities, Inc. (SWZ) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: SWZ +51.19%, SPY +90.43%. Regime SWZ BEAR · SPY BULL. As of Oct 9, 2026. Research only.

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

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| SWZ | +51.19% | -30.23% | -7.22% |
| SPY | +90.43% | -24.49% | +14.17% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| SWZ | -2.53% | +28.98% | +60.82% | +51.19% |
| SPY | +16.22% | +38.14% | +85.65% | +90.43% |

## Annual

| Year | SWZ | SPY |
|---|---:|---:|
| YTD | -7.22% | +14.17% |
| 2025 | +57.22% | +18.01% |
| 2024 | -2.38% | +25.59% |
| 2023 | +15.14% | +26.73% |
| 2022 | -18.63% | -18.64% |
| 2021 | +9.97% | +9.65% |

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Research context only. Not personalized investment advice.