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IWB vs IWM · 2000—NOW

IWB vs IWM · 2000—NOW — Twenty-Six Years of Large-Cap Dominance: Russell 1000 vs. Russell 2000

Mega-Cap vs Small-Cap Cycles — Twenty-six-year structural outperformance cycle of mega-cap leaders relative to small-cap equity benchmarks.

The plate

IWB vs IWM · 2000—NOW — Twenty-Six Years of Large-Cap Dominance: Russell 1000 vs. Russell 20005010020020052010201520202025IWBIWM
Plate IX.3 Total return comparison of Russell 1000 (IWB) versus Russell 2000 (IWM) since May 2000. Regimes of rising concentration structurally favor large-cap compounders over small caps. Data through 2026-10-03

Total return comparison of Russell 1000 (IWB) versus Russell 2000 (IWM) since May 2000. Regimes of rising concentration structurally favor large-cap compounders over small caps.

What this page answers

This static page is built to answer searches for IWB vs IWM · 2000—NOW. It summarizes the live dataset behind the Twenty-Six Years of Large-Cap Dominance: Russell 1000 vs. Russell 2000 panel and links to the full interactive chart.

Total return comparison of Russell 1000 (IWB) versus Russell 2000 (IWM) since May 2000. Regimes of rising concentration structurally favor large-cap compounders over small caps. The data is refreshed by the History of Market pipeline and published as a stable JSON endpoint for research, citation, and AI-agent use.

View the interactive chart Download raw JSON

Data & Source

GET /api/latest/concentration.json — Canonical dataset endpoint.

Exchange closing prices · Company filings · Robert Shiller · FRED · NBER.

FAQ

Where does this data come from?

History of Market combines public market and macro datasets — exchange closing prices, company filings, Robert Shiller, FRED, NBER, and the UBS Global Investment Returns Yearbook (Dimson–Marsh–Staunton). The exact endpoint for this panel is linked below.

How often is it updated?

Daily-tier datasets refresh after the U.S. market close, with a broader weekly refresh on Sunday. The timestamp shown on this page comes from the JSON payload.

Can I use the data?

Yes, for research and education with attribution to History of Market. Upstream data sources retain their own terms.