XLP vs IWM25-Year Performance Comparison

Consumer Staples vs US Small-Cap — backtested 20002024

XLP wins$73,296 vs $66,766 on $10,000 over 25 years
XLPConsumer Staples
Final value$73,296
CAGR+8.3%
Max drawdown-15.4%
Best year+28% (2019)
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
XLPIWM
$41k$76k200020052010201520202024
XLP$73,296
IWM$66,766
50/50 mix$73,797

50/50 blend: $73,797 (+8.3%/yr CAGR)

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

Year-by-year: XLP vs IWM

YearXLPIWMWinner
2024+14.7%+11.4%XLP
2023-1.3%+16.8%IWM
2022-3.2%-20.5%XLP
2021+18.6%+14.5%XLP
2020+10.7%+20.0%IWM
2019+27.6%+25.4%XLP
2018-8.5%-11.1%XLP
2017+13.7%+14.6%IWM
2016-2.4%+21.6%IWM
2015+7.0%-4.5%XLP
2014+16.0%+5.0%XLP
2013+26.1%+38.7%IWM
2012+10.8%+16.7%IWM
2011+14.0%-4.4%XLP
2010+14.1%+26.9%IWM
2009+14.9%+28.5%IWM
2008-15.4%-34.2%XLP
2007+14.3%-1.8%XLP
2006+14.3%+18.3%IWM
2005+3.1%+4.5%IWM
2004+5.6%+18.1%IWM
2003+12.6%+47.9%IWM
2002-5.6%-20.4%XLP
2001+1.2%+1.8%IWM
2000+17.2%+5.6%XLP

More comparisons

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Past performance does not guarantee future results.