AGG vs XLY20-Year Performance Comparison

US Total Bond vs Consumer Discretionary — backtested 20052024

XLY wins$105,027 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 won6 of 20
XLYConsumer Discretionary
Final value$105,027
CAGR+12.5%
Max drawdown-37.0%
Best year+44% (2013)
Years won14 of 20

Growth of $10,000

20052024
AGGXLY
$57k$109k20052008201120142017202020232024
AGG$17,648
XLY$105,027
50/50 mix$48,653

50/50 blend: $48,653 (+8.2%/yr CAGR)

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

Year-by-year: AGG vs XLY

YearAGGXLYWinner
2024+1.3%+30.6%XLY
2023+5.7%+41.1%XLY
2022-13.0%-37.0%AGG
2021-1.8%+24.1%XLY
2020+7.5%+33.0%XLY
2019+8.5%+27.9%XLY
2018+0.1%-0.5%AGG
2017+3.5%+22.9%XLY
2016+2.4%+6.0%XLY
2015+0.5%+10.1%XLY
2014+6.0%+9.7%XLY
2013-2.0%+43.6%XLY
2012+3.8%+23.8%XLY
2011+7.7%+6.8%AGG
2010+6.4%+27.7%XLY
2009+3.0%+41.6%XLY
2008+7.9%-33.5%AGG
2007+6.6%+1.2%AGG
2006+3.9%+17.3%XLY
2005+2.1%+1.0%AGG

More comparisons

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Past performance does not guarantee future results.