LQD vs HYG18-Year Performance Comparison

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

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

Growth of $10,000

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

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

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

Year-by-year: LQD vs HYG

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

More comparisons

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Past performance does not guarantee future results.