# Walmart Inc. (WMT) 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.

Walmart Inc. (WMT) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: WMT +148.15%, SPY +85.53%. Regime WMT RECOVERY · SPY BULL. As of Sep 23, 2026. Research only.

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

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| WMT | +148.15% | -25.74% | -1.35% |
| SPY | +85.53% | -24.49% | +13.27% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| WMT | +8.72% | +40.11% | +109.84% | +148.15% |
| SPY | +17.02% | +37.89% | +84.21% | +85.53% |

## Annual

| Year | WMT | SPY |
|---|---:|---:|
| YTD | -1.35% | +13.27% |
| 2025 | +24.98% | +18.01% |
| 2024 | +72.18% | +25.59% |
| 2023 | +11.46% | +26.73% |
| 2022 | -0.45% | -18.64% |
| 2021 | +2.11% | +7.68% |

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Research context only. Not personalized investment advice.