VNQ vs HYG18-Year Performance Comparison

Real Estate (REIT) vs High Yield Bonds — backtested 20072024

VNQ wins$24,535 vs $22,983 on $10,000 over 18 years
VNQReal Estate (REIT)
Final value$24,535
CAGR+5.1%
Max drawdown-47.3%
Best year+41% (2021)
Years won9 of 18
HYGHigh Yield Bonds
Final value$22,983
CAGR+4.7%
Max drawdown-17.5%
Best year+29% (2009)
Years won9 of 18

Growth of $10,000

20072024
VNQHYG
$17k$29k2007201020132016201920222024
VNQ$24,535
HYG$22,983
50/50 mix$24,821

50/50 blend: $24,821 (+5.2%/yr CAGR)

Splitting equally between VNQ and HYG would have outperformed both individually — diversification smoothed the ride. Try a custom split →

Year-by-year: VNQ vs HYG

YearVNQHYGWinner
2024+4.8%+8.0%HYG
2023+11.8%+11.5%VNQ
2022-26.2%-11.0%HYG
2021+40.5%+3.8%VNQ
2020-4.7%+4.5%HYG
2019+28.9%+14.1%VNQ
2018-6.0%-2.0%HYG
2017+4.9%+6.1%HYG
2016+8.6%+13.4%HYG
2015+2.4%-5.0%VNQ
2014+30.4%+1.9%VNQ
2013+2.3%+5.8%HYG
2012+17.6%+11.7%VNQ
2011+8.6%+6.8%VNQ
2010+28.4%+11.9%VNQ
2009+30.1%+28.5%VNQ
2008-37.0%-17.6%HYG
2007-16.3%+1.6%HYG

More comparisons

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Past performance does not guarantee future results.