HYG vs LQD18-Year Performance Comparison

High Yield Bonds vs Investment-Grade Corp Bonds — backtested 20072024

HYG wins$22,983 vs $20,278 on $10,000 over 18 years
HYGHigh Yield Bonds
Final value$22,983
CAGR+4.7%
Max drawdown-17.5%
Best year+29% (2009)
Years won10 of 18
LQDInvestment-Grade Corp Bonds
Final value$20,278
CAGR+4.0%
Max drawdown-19.4%
Best year+17% (2019)
Years won8 of 18

Growth of $10,000

20072024
HYGLQD
$16k$24k2007201020132016201920222024
HYG$22,983
LQD$20,278
50/50 mix$21,893

50/50 blend: $21,893 (+4.4%/yr CAGR)

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

Year-by-year: HYG vs LQD

YearHYGLQDWinner
2024+8.0%+0.9%HYG
2023+11.5%+9.4%HYG
2022-11.0%-17.9%HYG
2021+3.8%-1.8%HYG
2020+4.5%+11.0%LQD
2019+14.1%+17.4%LQD
2018-2.0%-3.8%HYG
2017+6.1%+7.1%LQD
2016+13.4%+6.2%HYG
2015-5.0%-1.3%LQD
2014+1.9%+8.2%LQD
2013+5.8%-2.0%HYG
2012+11.7%+10.6%HYG
2011+6.8%+9.7%LQD
2010+11.9%+9.3%HYG
2009+28.5%+8.4%HYG
2008-17.6%+2.4%LQD
2007+1.6%+3.7%LQD

More comparisons

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Past performance does not guarantee future results.