LQD vs XLP23-Year Performance Comparison

Investment-Grade Corp Bonds vs Consumer Staples — backtested 20022024

XLP wins$61,798 vs $26,647 on $10,000 over 23 years
LQDInvestment-Grade Corp Bonds
Final value$26,647
CAGR+4.4%
Max drawdown-19.4%
Best year+17% (2019)
Years won7 of 23
XLPConsumer Staples
Final value$61,798
CAGR+8.2%
Max drawdown-15.4%
Best year+28% (2019)
Years won16 of 23

Growth of $10,000

20022024
LQDXLP
$36k$64k200220072012201720222024
LQD$26,647
XLP$61,798
50/50 mix$41,982

50/50 blend: $41,982 (+6.4%/yr CAGR)

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

Year-by-year: LQD vs XLP

YearLQDXLPWinner
2024+0.9%+14.7%XLP
2023+9.4%-1.3%LQD
2022-17.9%-3.2%XLP
2021-1.8%+18.6%XLP
2020+11.0%+10.7%LQD
2019+17.4%+27.6%XLP
2018-3.8%-8.5%LQD
2017+7.1%+13.7%XLP
2016+6.2%-2.4%LQD
2015-1.3%+7.0%XLP
2014+8.2%+16.0%XLP
2013-2.0%+26.1%XLP
2012+10.6%+10.8%XLP
2011+9.7%+14.0%XLP
2010+9.3%+14.1%XLP
2009+8.4%+14.9%XLP
2008+2.4%-15.4%LQD
2007+3.7%+14.3%XLP
2006+4.2%+14.3%XLP
2005+1.2%+3.1%XLP
2004+5.7%+5.6%LQD
2003+7.3%+12.6%XLP
2002+9.9%-5.6%LQD

More comparisons

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Past performance does not guarantee future results.