XLB vs HYG18-Year Performance Comparison

Materials vs High Yield Bonds — backtested 20072024

XLB wins$37,180 vs $22,983 on $10,000 over 18 years
XLBMaterials
Final value$37,180
CAGR+7.6%
Max drawdown-44.9%
Best year+48% (2009)
Years won12 of 18
HYGHigh Yield Bonds
Final value$22,983
CAGR+4.7%
Max drawdown-17.5%
Best year+29% (2009)
Years won6 of 18

Growth of $10,000

20072024
XLBHYG
$22k$38k2007201020132016201920222024
XLB$37,180
HYG$22,983
50/50 mix$30,714

50/50 blend: $30,714 (+6.4%/yr CAGR)

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

Year-by-year: XLB vs HYG

YearXLBHYGWinner
2024+6.5%+8.0%HYG
2023+11.9%+11.5%XLB
2022-13.8%-11.0%HYG
2021+27.3%+3.8%XLB
2020+20.6%+4.5%XLB
2019+24.5%+14.1%XLB
2018-14.7%-2.0%HYG
2017+22.1%+6.1%XLB
2016+17.4%+13.4%XLB
2015-8.0%-5.0%HYG
2014+6.9%+1.9%XLB
2013+25.6%+5.8%XLB
2012+15.4%+11.7%XLB
2011-9.8%+6.8%HYG
2010+20.5%+11.9%XLB
2009+47.6%+28.5%XLB
2008-44.9%-17.6%HYG
2007+22.9%+1.6%XLB

More comparisons

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Past performance does not guarantee future results.