IWM vs XLY — 25-Year Performance Comparison
US Small-Cap vs Consumer Discretionary — backtested 2000–2024
XLY wins$100,010 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 won8 of 25
XLYConsumer Discretionary
Final value$100,010
CAGR+9.6%
Max drawdown-37.0%
Best year+44% (2013)
Years won17 of 25
Growth of $10,000
2000–2024IWMXLY
IWM$66,766
XLY$100,010
50/50 mix$84,800
50/50 blend: $84,800 (+8.9%/yr CAGR)
Splitting equally between IWM and XLY would have landed between the two — slightly lower CAGR than XLY but less volatility. Try a custom split →
Year-by-year: IWM vs XLY
| Year | IWM | XLY | Winner |
|---|---|---|---|
| 2024 | +11.4% | +30.6% | XLY |
| 2023 | +16.8% | +41.1% | XLY |
| 2022 | -20.5% | -37.0% | IWM |
| 2021 | +14.5% | +24.1% | XLY |
| 2020 | +20.0% | +33.0% | XLY |
| 2019 | +25.4% | +27.9% | XLY |
| 2018 | -11.1% | -0.5% | XLY |
| 2017 | +14.6% | +22.9% | XLY |
| 2016 | +21.6% | +6.0% | IWM |
| 2015 | -4.5% | +10.1% | XLY |
| 2014 | +5.0% | +9.7% | XLY |
| 2013 | +38.7% | +43.6% | XLY |
| 2012 | +16.7% | +23.8% | XLY |
| 2011 | -4.4% | +6.8% | XLY |
| 2010 | +26.9% | +27.7% | XLY |
| 2009 | +28.5% | +41.6% | XLY |
| 2008 | -34.2% | -33.5% | XLY |
| 2007 | -1.8% | +1.2% | XLY |
| 2006 | +18.3% | +17.3% | IWM |
| 2005 | +4.5% | +1.0% | IWM |
| 2004 | +18.1% | +12.5% | IWM |
| 2003 | +47.9% | +28.4% | IWM |
| 2002 | -20.4% | -18.3% | XLY |
| 2001 | +1.8% | -4.4% | IWM |
| 2000 | +5.6% | -15.6% | IWM |
More comparisons
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