EFA vs XLU24-Year Performance Comparison

International Developed vs Utilities — backtested 20012024

XLU wins$41,092 vs $33,507 on $10,000 over 24 years
EFAInternational Developed
Final value$33,507
CAGR+5.2%
Max drawdown-41.0%
Best year+40% (2003)
Years won12 of 24
XLUUtilities
Final value$41,092
CAGR+6.1%
Max drawdown-48.7%
Best year+29% (2014)
Years won12 of 24

Growth of $10,000

20012024
EFAXLU
$23k$43k200120062011201620212024
EFA$33,507
XLU$41,092
50/50 mix$40,114

50/50 blend: $40,114 (+6.0%/yr CAGR)

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

Year-by-year: EFA vs XLU

YearEFAXLUWinner
2024+3.5%+23.4%XLU
2023+18.4%-10.2%EFA
2022-14.4%-0.9%XLU
2021+11.4%+17.7%XLU
2020+7.6%-0.6%EFA
2019+22.0%+26.3%XLU
2018-13.8%+4.4%XLU
2017+25.1%+12.1%EFA
2016+1.4%+16.3%XLU
2015-1.0%-4.8%EFA
2014-6.2%+29.0%XLU
2013+21.4%+13.2%EFA
2012+18.8%+1.4%EFA
2011-12.2%+20.0%XLU
2010+8.2%+5.5%EFA
2009+27.0%+11.5%EFA
2008-41.0%-29.0%XLU
2007+9.9%+20.2%XLU
2006+25.8%+21.3%EFA
2005+13.3%+16.5%XLU
2004+19.0%+23.9%XLU
2003+40.3%+21.9%EFA
2002-15.4%-29.0%EFA
2001-5.2%-27.7%EFA

More comparisons

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Past performance does not guarantee future results.