VNQ vs XLE20-Year Performance Comparison

Real Estate (REIT) vs Energy — backtested 20052024

XLE wins$46,866 vs $37,027 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 won12 of 20
XLEEnergy
Final value$46,866
CAGR+8.0%
Max drawdown-42.8%
Best year+64% (2022)
Years won8 of 20

Growth of $10,000

20052024
VNQXLE
$27k$48k20052008201120142017202020232024
VNQ$37,027
XLE$46,866
50/50 mix$49,455

50/50 blend: $49,455 (+8.3%/yr CAGR)

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

Year-by-year: VNQ vs XLE

YearVNQXLEWinner
2024+4.8%+5.4%XLE
2023+11.8%+2.2%VNQ
2022-26.2%+64.2%XLE
2021+40.5%+53.4%XLE
2020-4.7%-31.8%VNQ
2019+28.9%+11.8%VNQ
2018-6.0%-18.2%VNQ
2017+4.9%-1.0%VNQ
2016+8.6%+27.4%XLE
2015+2.4%-21.1%VNQ
2014+30.4%-7.8%VNQ
2013+2.3%+25.1%XLE
2012+17.6%+4.6%VNQ
2011+8.6%+14.9%XLE
2010+28.4%+20.6%VNQ
2009+30.1%+13.3%VNQ
2008-37.0%-37.6%VNQ
2007-16.3%+35.0%XLE
2006+35.2%+24.4%VNQ
2005+11.6%+40.2%XLE

More comparisons

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Past performance does not guarantee future results.