SPY vs TLT21-Year Performance Comparison

S&P 500 vs Long-Term Treasuries — backtested 20042024

SPY wins$78,402 vs $20,150 on $10,000 over 21 years
SPYS&P 500
Final value$78,402
CAGR+10.3%
Max drawdown-37.0%
Best year+32% (2013)
Years won15 of 21
TLTLong-Term Treasuries
Final value$20,150
CAGR+3.4%
Max drawdown-38.0%
Best year+34% (2011)
Years won6 of 21

Growth of $10,000

20042024
SPYTLT
$44k$81k20042009201420192024
SPY$78,402
TLT$20,150
50/50 mix$47,246

50/50 blend: $47,246 (+7.7%/yr CAGR)

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

Year-by-year: SPY vs TLT

YearSPYTLTWinner
2024+23.3%-8.1%SPY
2023+26.3%+2.8%SPY
2022-18.2%-31.2%SPY
2021+28.7%-4.6%SPY
2020+18.4%+18.1%SPY
2019+31.5%+14.1%SPY
2018-4.4%-1.6%TLT
2017+21.8%+9.2%SPY
2016+12.0%+1.2%SPY
2015+1.4%-1.8%SPY
2014+13.7%+27.3%TLT
2013+32.4%-13.4%SPY
2012+16.0%+2.6%SPY
2011+2.1%+34.0%TLT
2010+15.1%+9.1%SPY
2009+26.5%-21.8%SPY
2008-37.0%+33.9%TLT
2007+5.5%+10.3%TLT
2006+15.8%+0.7%SPY
2005+4.9%+8.8%TLT
2004+10.9%+7.9%SPY

More comparisons

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Past performance does not guarantee future results.