XLI vs IWM25-Year Performance Comparison

Industrials vs US Small-Cap — backtested 20002024

IWM wins$66,766 vs $66,388 on $10,000 over 25 years
XLIIndustrials
Final value$66,388
CAGR+7.9%
Max drawdown-39.9%
Best year+41% (2013)
Years won14 of 25
IWMUS Small-Cap
Final value$66,766
CAGR+7.9%
Max drawdown-35.3%
Best year+48% (2003)
Years won11 of 25

Growth of $10,000

20002024
XLIIWM
$37k$69k200020052010201520202024
XLI$66,388
IWM$66,766
50/50 mix$67,753

50/50 blend: $67,753 (+8.0%/yr CAGR)

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

Year-by-year: XLI vs IWM

YearXLIIWMWinner
2024+17.5%+11.4%XLI
2023+18.0%+16.8%XLI
2022-5.9%-20.5%XLI
2021+21.1%+14.5%XLI
2020+11.5%+20.0%IWM
2019+29.4%+25.4%XLI
2018-14.7%-11.1%IWM
2017+21.0%+14.6%XLI
2016+18.9%+21.6%IWM
2015-2.5%-4.5%XLI
2014+9.9%+5.0%XLI
2013+40.7%+38.7%XLI
2012+15.3%+16.7%IWM
2011-0.6%-4.4%XLI
2010+26.8%+26.9%IWM
2009+20.9%+28.5%IWM
2008-39.9%-34.2%IWM
2007+12.2%-1.8%XLI
2006+14.3%+18.3%IWM
2005+10.0%+4.5%XLI
2004+19.6%+18.1%XLI
2003+23.0%+47.9%IWM
2002-17.9%-20.4%XLI
2001-8.0%+1.8%IWM
2000-4.9%+5.6%IWM

More comparisons

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Past performance does not guarantee future results.