VNQ vs XLI20-Year Performance Comparison

Real Estate (REIT) vs Industrials — backtested 20052024

XLI wins$62,827 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 won11 of 20
XLIIndustrials
Final value$62,827
CAGR+9.6%
Max drawdown-39.9%
Best year+41% (2013)
Years won9 of 20

Growth of $10,000

20052024
VNQXLI
$35k$65k20052008201120142017202020232024
VNQ$37,027
XLI$62,827
50/50 mix$50,848

50/50 blend: $50,848 (+8.5%/yr CAGR)

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

Year-by-year: VNQ vs XLI

YearVNQXLIWinner
2024+4.8%+17.5%XLI
2023+11.8%+18.0%XLI
2022-26.2%-5.9%XLI
2021+40.5%+21.1%VNQ
2020-4.7%+11.5%XLI
2019+28.9%+29.4%XLI
2018-6.0%-14.7%VNQ
2017+4.9%+21.0%XLI
2016+8.6%+18.9%XLI
2015+2.4%-2.5%VNQ
2014+30.4%+9.9%VNQ
2013+2.3%+40.7%XLI
2012+17.6%+15.3%VNQ
2011+8.6%-0.6%VNQ
2010+28.4%+26.8%VNQ
2009+30.1%+20.9%VNQ
2008-37.0%-39.9%VNQ
2007-16.3%+12.2%XLI
2006+35.2%+14.3%VNQ
2005+11.6%+10.0%VNQ

More comparisons

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Mix VNQ + XLI with custom allocations

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Past performance does not guarantee future results.