VNQ vs LQD20-Year Performance Comparison

Real Estate (REIT) vs Investment-Grade Corp Bonds — backtested 20052024

VNQ wins$37,027 vs $21,378 on $10,000 over 20 years
VNQReal Estate (REIT)
Final value$37,027
CAGR+6.8%
Max drawdown-47.3%
Best year+41% (2021)
Years won13 of 20
LQDInvestment-Grade Corp Bonds
Final value$21,378
CAGR+3.9%
Max drawdown-19.4%
Best year+17% (2019)
Years won7 of 20

Growth of $10,000

20052024
VNQLQD
$25k$44k20052008201120142017202020232024
VNQ$37,027
LQD$21,378
50/50 mix$30,449

50/50 blend: $30,449 (+5.7%/yr CAGR)

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

Year-by-year: VNQ vs LQD

YearVNQLQDWinner
2024+4.8%+0.9%VNQ
2023+11.8%+9.4%VNQ
2022-26.2%-17.9%LQD
2021+40.5%-1.8%VNQ
2020-4.7%+11.0%LQD
2019+28.9%+17.4%VNQ
2018-6.0%-3.8%LQD
2017+4.9%+7.1%LQD
2016+8.6%+6.2%VNQ
2015+2.4%-1.3%VNQ
2014+30.4%+8.2%VNQ
2013+2.3%-2.0%VNQ
2012+17.6%+10.6%VNQ
2011+8.6%+9.7%LQD
2010+28.4%+9.3%VNQ
2009+30.1%+8.4%VNQ
2008-37.0%+2.4%LQD
2007-16.3%+3.7%LQD
2006+35.2%+4.2%VNQ
2005+11.6%+1.2%VNQ

More comparisons

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Past performance does not guarantee future results.