AGG vs XLB20-Year Performance Comparison

US Total Bond vs Materials — backtested 20052024

XLB wins$50,514 vs $17,648 on $10,000 over 20 years
AGGUS Total Bond
Final value$17,648
CAGR+2.9%
Max drawdown-14.6%
Best year+8% (2019)
Years won5 of 20
XLBMaterials
Final value$50,514
CAGR+8.4%
Max drawdown-44.9%
Best year+48% (2009)
Years won15 of 20

Growth of $10,000

20052024
AGGXLB
$30k$52k20052008201120142017202020232024
AGG$17,648
XLB$50,514
50/50 mix$33,539

50/50 blend: $33,539 (+6.2%/yr CAGR)

Splitting equally between AGG and XLB would have landed between the two — slightly lower CAGR than XLB but less volatility. Try a custom split →

Year-by-year: AGG vs XLB

YearAGGXLBWinner
2024+1.3%+6.5%XLB
2023+5.7%+11.9%XLB
2022-13.0%-13.8%AGG
2021-1.8%+27.3%XLB
2020+7.5%+20.6%XLB
2019+8.5%+24.5%XLB
2018+0.1%-14.7%AGG
2017+3.5%+22.1%XLB
2016+2.4%+17.4%XLB
2015+0.5%-8.0%AGG
2014+6.0%+6.9%XLB
2013-2.0%+25.6%XLB
2012+3.8%+15.4%XLB
2011+7.7%-9.8%AGG
2010+6.4%+20.5%XLB
2009+3.0%+47.6%XLB
2008+7.9%-44.9%AGG
2007+6.6%+22.9%XLB
2006+3.9%+22.4%XLB
2005+2.1%+11.0%XLB

More comparisons

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Past performance does not guarantee future results.