SPY vs IWM25-Year Performance Comparison

S&P 500 vs US Small-Cap — backtested 20002024

IWM wins$66,766 vs $62,946 on $10,000 over 25 years
SPYS&P 500
Final value$62,946
CAGR+7.6%
Max drawdown-37.6%
Best year+32% (2013)
Years won12 of 25
IWMUS Small-Cap
Final value$66,766
CAGR+7.9%
Max drawdown-35.3%
Best year+48% (2003)
Years won13 of 25

Growth of $10,000

20002024
SPYIWM
$37k$69k200020052010201520202024
SPY$62,946
IWM$66,766
50/50 mix$66,055

50/50 blend: $66,055 (+7.8%/yr CAGR)

Splitting equally between SPY and IWM would have landed between the two — slightly lower CAGR than IWM but less volatility. Try a custom split →

Year-by-year: SPY vs IWM

YearSPYIWMWinner
2024+23.3%+11.4%SPY
2023+26.3%+16.8%SPY
2022-18.2%-20.5%SPY
2021+28.7%+14.5%SPY
2020+18.4%+20.0%IWM
2019+31.5%+25.4%SPY
2018-4.4%-11.1%SPY
2017+21.8%+14.6%SPY
2016+12.0%+21.6%IWM
2015+1.4%-4.5%SPY
2014+13.7%+5.0%SPY
2013+32.4%+38.7%IWM
2012+16.0%+16.7%IWM
2011+2.1%-4.4%SPY
2010+15.1%+26.9%IWM
2009+26.5%+28.5%IWM
2008-37.0%-34.2%IWM
2007+5.5%-1.8%SPY
2006+15.8%+18.3%IWM
2005+4.9%+4.5%SPY
2004+10.9%+18.1%IWM
2003+28.7%+47.9%IWM
2002-22.1%-20.4%IWM
2001-11.9%+1.8%IWM
2000-9.1%+5.6%IWM

More comparisons

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Past performance does not guarantee future results.