IWM vs XLP25-Year Performance Comparison

US Small-Cap vs Consumer Staples — backtested 20002024

XLP wins$73,296 vs $66,766 on $10,000 over 25 years
IWMUS Small-Cap
Final value$66,766
CAGR+7.9%
Max drawdown-35.3%
Best year+48% (2003)
Years won13 of 25
XLPConsumer Staples
Final value$73,296
CAGR+8.3%
Max drawdown-15.4%
Best year+28% (2019)
Years won12 of 25

Growth of $10,000

20002024
IWMXLP
$41k$76k200020052010201520202024
IWM$66,766
XLP$73,296
50/50 mix$73,797

50/50 blend: $73,797 (+8.3%/yr CAGR)

Splitting equally between IWM and XLP would have outperformed both individually — diversification smoothed the ride. Try a custom split →

Year-by-year: IWM vs XLP

YearIWMXLPWinner
2024+11.4%+14.7%XLP
2023+16.8%-1.3%IWM
2022-20.5%-3.2%XLP
2021+14.5%+18.6%XLP
2020+20.0%+10.7%IWM
2019+25.4%+27.6%XLP
2018-11.1%-8.5%XLP
2017+14.6%+13.7%IWM
2016+21.6%-2.4%IWM
2015-4.5%+7.0%XLP
2014+5.0%+16.0%XLP
2013+38.7%+26.1%IWM
2012+16.7%+10.8%IWM
2011-4.4%+14.0%XLP
2010+26.9%+14.1%IWM
2009+28.5%+14.9%IWM
2008-34.2%-15.4%XLP
2007-1.8%+14.3%XLP
2006+18.3%+14.3%IWM
2005+4.5%+3.1%IWM
2004+18.1%+5.6%IWM
2003+47.9%+12.6%IWM
2002-20.4%-5.6%XLP
2001+1.8%+1.2%IWM
2000+5.6%+17.2%XLP

More comparisons

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Past performance does not guarantee future results.