XLB vs IWM25-Year Performance Comparison

Materials vs US Small-Cap — backtested 20002024

IWM wins$66,766 vs $49,993 on $10,000 over 25 years
XLBMaterials
Final value$49,993
CAGR+6.6%
Max drawdown-44.9%
Best year+48% (2009)
Years won10 of 25
IWMUS Small-Cap
Final value$66,766
CAGR+7.9%
Max drawdown-35.3%
Best year+48% (2003)
Years won15 of 25

Growth of $10,000

20002024
XLBIWM
$37k$69k200020052010201520202024
XLB$49,993
IWM$66,766
50/50 mix$59,775

50/50 blend: $59,775 (+7.4%/yr CAGR)

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

Year-by-year: XLB vs IWM

YearXLBIWMWinner
2024+6.5%+11.4%IWM
2023+11.9%+16.8%IWM
2022-13.8%-20.5%XLB
2021+27.3%+14.5%XLB
2020+20.6%+20.0%XLB
2019+24.5%+25.4%IWM
2018-14.7%-11.1%IWM
2017+22.1%+14.6%XLB
2016+17.4%+21.6%IWM
2015-8.0%-4.5%IWM
2014+6.9%+5.0%XLB
2013+25.6%+38.7%IWM
2012+15.4%+16.7%IWM
2011-9.8%-4.4%IWM
2010+20.5%+26.9%IWM
2009+47.6%+28.5%XLB
2008-44.9%-34.2%IWM
2007+22.9%-1.8%XLB
2006+22.4%+18.3%XLB
2005+11.0%+4.5%XLB
2004+13.0%+18.1%IWM
2003+22.7%+47.9%IWM
2002-7.4%-20.4%XLB
2001-9.1%+1.8%IWM
2000-15.2%+5.6%IWM

More comparisons

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Past performance does not guarantee future results.