HYG vs XLB18-Year Performance Comparison

High Yield Bonds vs Materials — backtested 20072024

XLB wins$37,180 vs $22,983 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 won6 of 18
XLBMaterials
Final value$37,180
CAGR+7.6%
Max drawdown-44.9%
Best year+48% (2009)
Years won12 of 18

Growth of $10,000

20072024
HYGXLB
$22k$38k2007201020132016201920222024
HYG$22,983
XLB$37,180
50/50 mix$30,714

50/50 blend: $30,714 (+6.4%/yr CAGR)

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

Year-by-year: HYG vs XLB

YearHYGXLBWinner
2024+8.0%+6.5%HYG
2023+11.5%+11.9%XLB
2022-11.0%-13.8%HYG
2021+3.8%+27.3%XLB
2020+4.5%+20.6%XLB
2019+14.1%+24.5%XLB
2018-2.0%-14.7%HYG
2017+6.1%+22.1%XLB
2016+13.4%+17.4%XLB
2015-5.0%-8.0%HYG
2014+1.9%+6.9%XLB
2013+5.8%+25.6%XLB
2012+11.7%+15.4%XLB
2011+6.8%-9.8%HYG
2010+11.9%+20.5%XLB
2009+28.5%+47.6%XLB
2008-17.6%-44.9%HYG
2007+1.6%+22.9%XLB

More comparisons

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Past performance does not guarantee future results.