IWM vs XLV — 25-Year Performance Comparison
US Small-Cap vs Health Care — backtested 2000–2024
XLV wins$71,165 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 won11 of 25
XLVHealth Care
Final value$71,165
CAGR+8.2%
Max drawdown-27.2%
Best year+41% (2013)
Years won14 of 25
Growth of $10,000
2000–2024IWMXLV
IWM$66,766
XLV$71,165
50/50 mix$73,031
50/50 blend: $73,031 (+8.3%/yr CAGR)
Splitting equally between IWM and XLV would have outperformed both individually — diversification smoothed the ride. Try a custom split →
Year-by-year: IWM vs XLV
| Year | IWM | XLV | Winner |
|---|---|---|---|
| 2024 | +11.4% | +2.6% | IWM |
| 2023 | +16.8% | +2.1% | IWM |
| 2022 | -20.5% | -2.1% | XLV |
| 2021 | +14.5% | +26.1% | XLV |
| 2020 | +20.0% | +13.4% | IWM |
| 2019 | +25.4% | +20.8% | IWM |
| 2018 | -11.1% | +6.5% | XLV |
| 2017 | +14.6% | +22.1% | XLV |
| 2016 | +21.6% | -2.7% | IWM |
| 2015 | -4.5% | +6.9% | XLV |
| 2014 | +5.0% | +25.3% | XLV |
| 2013 | +38.7% | +41.4% | XLV |
| 2012 | +16.7% | +17.4% | XLV |
| 2011 | -4.4% | +10.2% | XLV |
| 2010 | +26.9% | +3.2% | IWM |
| 2009 | +28.5% | +19.0% | IWM |
| 2008 | -34.2% | -22.8% | XLV |
| 2007 | -1.8% | +7.3% | XLV |
| 2006 | +18.3% | +6.6% | IWM |
| 2005 | +4.5% | +7.6% | XLV |
| 2004 | +18.1% | +1.6% | IWM |
| 2003 | +47.9% | +17.0% | IWM |
| 2002 | -20.4% | -17.7% | XLV |
| 2001 | +1.8% | -11.6% | IWM |
| 2000 | +5.6% | +28.4% | XLV |
More comparisons
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