iShares Russell 2000 ETF (IWM) vs The Travelers Companies, Inc. (TRV)

Over the past 10 years, TRV outperformed IWM — 13.52% vs 11.04% annualized total return (price plus dividends).

A side-by-side comparison of iShares Russell 2000 ETF and The Travelers Companies, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 9, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — IWM vs TRV

growth of $100 · last 26y
IWM +541.9%TRV +792.1%TRV compounded faster
0200400600800Start $10020052010201520202025$642$892
IWM TRV

Metrics side by side

Did TRV beat IWM?

Over the past 10 years, TRV outperformed IWM — 13.52% vs 11.04% annualized total return (price plus dividends).

Total return (annualized)

MetricIWMTRV
Total return (1Y)34.05%33.92%
Total return CAGR (3Y)18.06%27.56%
Total return CAGR (5Y)7.10%20.19%
Total return CAGR (10Y)11.04%13.52%

IWM is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).

Frequently asked

Has TRV beaten IWM?
Over the past 10 years, TRV outperformed IWM — 13.52% vs 11.04% annualized total return (price plus dividends).

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified July 9, 2026.