VNQ vs XLP20-Year Performance Comparison

Real Estate (REIT) vs Consumer Staples — backtested 20052024

XLP wins$55,055 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
XLPConsumer Staples
Final value$55,055
CAGR+8.9%
Max drawdown-15.4%
Best year+28% (2019)
Years won9 of 20

Growth of $10,000

20052024
VNQXLP
$32k$57k20052008201120142017202020232024
VNQ$37,027
XLP$55,055
50/50 mix$47,939

50/50 blend: $47,939 (+8.2%/yr CAGR)

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

Year-by-year: VNQ vs XLP

YearVNQXLPWinner
2024+4.8%+14.7%XLP
2023+11.8%-1.3%VNQ
2022-26.2%-3.2%XLP
2021+40.5%+18.6%VNQ
2020-4.7%+10.7%XLP
2019+28.9%+27.6%VNQ
2018-6.0%-8.5%VNQ
2017+4.9%+13.7%XLP
2016+8.6%-2.4%VNQ
2015+2.4%+7.0%XLP
2014+30.4%+16.0%VNQ
2013+2.3%+26.1%XLP
2012+17.6%+10.8%VNQ
2011+8.6%+14.0%XLP
2010+28.4%+14.1%VNQ
2009+30.1%+14.9%VNQ
2008-37.0%-15.4%XLP
2007-16.3%+14.3%XLP
2006+35.2%+14.3%VNQ
2005+11.6%+3.1%VNQ

More comparisons

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Past performance does not guarantee future results.