XLK vs IWM25-Year Performance Comparison

Technology vs US Small-Cap — backtested 20002024

IWM wins$66,766 vs $65,167 on $10,000 over 25 years
XLKTechnology
Final value$65,167
CAGR+7.8%
Max drawdown-74.3%
Best year+62% (2009)
Years won13 of 25
IWMUS Small-Cap
Final value$66,766
CAGR+7.9%
Max drawdown-35.3%
Best year+48% (2003)
Years won12 of 25

Growth of $10,000

20002024
XLKIWM
$35k$69k200020052010201520202024
XLK$65,167
IWM$66,766
50/50 mix$74,367

50/50 blend: $74,367 (+8.4%/yr CAGR)

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

Year-by-year: XLK vs IWM

YearXLKIWMWinner
2024+24.0%+11.4%XLK
2023+57.8%+16.8%XLK
2022-28.2%-20.5%IWM
2021+34.5%+14.5%XLK
2020+43.9%+20.0%XLK
2019+50.3%+25.4%XLK
2018-1.6%-11.1%XLK
2017+38.8%+14.6%XLK
2016+13.9%+21.6%IWM
2015+4.3%-4.5%XLK
2014+19.8%+5.0%XLK
2013+27.7%+38.7%IWM
2012+14.0%+16.7%IWM
2011+2.7%-4.4%XLK
2010+11.1%+26.9%IWM
2009+61.7%+28.5%XLK
2008-42.3%-34.2%IWM
2007+16.4%-1.8%XLK
2006+12.2%+18.3%IWM
2005+1.6%+4.5%IWM
2004+3.7%+18.1%IWM
2003+49.6%+47.9%XLK
2002-37.5%-20.4%IWM
2001-31.2%+1.8%IWM
2000-40.2%+5.6%IWM

More comparisons

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Past performance does not guarantee future results.