LQD vs XLY23-Year Performance Comparison

Investment-Grade Corp Bonds vs Consumer Discretionary — backtested 20022024

XLY wins$123,948 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
XLYConsumer Discretionary
Final value$123,948
CAGR+11.6%
Max drawdown-37.0%
Best year+44% (2013)
Years won16 of 23

Growth of $10,000

20022024
LQDXLY
$66k$129k200220072012201720222024
LQD$26,647
XLY$123,948
50/50 mix$64,355

50/50 blend: $64,355 (+8.4%/yr CAGR)

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

Year-by-year: LQD vs XLY

YearLQDXLYWinner
2024+0.9%+30.6%XLY
2023+9.4%+41.1%XLY
2022-17.9%-37.0%LQD
2021-1.8%+24.1%XLY
2020+11.0%+33.0%XLY
2019+17.4%+27.9%XLY
2018-3.8%-0.5%XLY
2017+7.1%+22.9%XLY
2016+6.2%+6.0%LQD
2015-1.3%+10.1%XLY
2014+8.2%+9.7%XLY
2013-2.0%+43.6%XLY
2012+10.6%+23.8%XLY
2011+9.7%+6.8%LQD
2010+9.3%+27.7%XLY
2009+8.4%+41.6%XLY
2008+2.4%-33.5%LQD
2007+3.7%+1.2%LQD
2006+4.2%+17.3%XLY
2005+1.2%+1.0%LQD
2004+5.7%+12.5%XLY
2003+7.3%+28.4%XLY
2002+9.9%-18.3%LQD

More comparisons

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Past performance does not guarantee future results.