HYG vs XLF18-Year Performance Comparison

High Yield Bonds vs Financials — backtested 20072024

XLF wins$23,288 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
XLFFinancials
Final value$23,288
CAGR+4.8%
Max drawdown-63.6%
Best year+36% (2013)
Years won12 of 18

Growth of $10,000

20072024
HYGXLF
$13k$24k2007201020132016201920222024
HYG$22,983
XLF$23,288
50/50 mix$25,458

50/50 blend: $25,458 (+5.3%/yr CAGR)

Splitting equally between HYG and XLF would have outperformed both individually — diversification smoothed the ride. Try a custom split →

Year-by-year: HYG vs XLF

YearHYGXLFWinner
2024+8.0%+30.9%XLF
2023+11.5%+12.2%XLF
2022-11.0%-10.5%XLF
2021+3.8%+35.0%XLF
2020+4.5%-1.7%HYG
2019+14.1%+32.1%XLF
2018-2.0%-14.6%HYG
2017+6.1%+22.2%XLF
2016+13.4%+22.8%XLF
2015-5.0%-1.5%XLF
2014+1.9%+15.2%XLF
2013+5.8%+35.6%XLF
2012+11.7%+29.0%XLF
2011+6.8%-17.1%HYG
2010+11.9%+12.1%XLF
2009+28.5%+17.5%HYG
2008-17.6%-55.3%HYG
2007+1.6%-18.6%HYG

More comparisons

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Past performance does not guarantee future results.