TLT vs XLY21-Year Performance Comparison

Long-Term Treasuries vs Consumer Discretionary — backtested 20042024

XLY wins$118,156 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
XLYConsumer Discretionary
Final value$118,156
CAGR+12.5%
Max drawdown-37.0%
Best year+44% (2013)
Years won15 of 21

Growth of $10,000

20042024
TLTXLY
$64k$123k20042009201420192024
TLT$20,150
XLY$118,156
50/50 mix$59,653

50/50 blend: $59,653 (+8.9%/yr CAGR)

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

Year-by-year: TLT vs XLY

YearTLTXLYWinner
2024-8.1%+30.6%XLY
2023+2.8%+41.1%XLY
2022-31.2%-37.0%TLT
2021-4.6%+24.1%XLY
2020+18.1%+33.0%XLY
2019+14.1%+27.9%XLY
2018-1.6%-0.5%XLY
2017+9.2%+22.9%XLY
2016+1.2%+6.0%XLY
2015-1.8%+10.1%XLY
2014+27.3%+9.7%TLT
2013-13.4%+43.6%XLY
2012+2.6%+23.8%XLY
2011+34.0%+6.8%TLT
2010+9.1%+27.7%XLY
2009-21.8%+41.6%XLY
2008+33.9%-33.5%TLT
2007+10.3%+1.2%TLT
2006+0.7%+17.3%XLY
2005+8.8%+1.0%TLT
2004+7.9%+12.5%XLY

More comparisons

Build your portfolio

Mix TLT + XLY with custom allocations

Try a 70/30 or 40/60 split — or add up to 3 more ETFs. See exactly how your custom portfolio would have performed.

Open Portfolio Builder →

Past performance does not guarantee future results.