TLT vs SPY21-Year Performance Comparison

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

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

Growth of $10,000

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

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

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

Year-by-year: TLT vs SPY

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

More comparisons

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Past performance does not guarantee future results.