XLB vs LQD23-Year Performance Comparison

Materials vs Investment-Grade Corp Bonds — backtested 20022024

XLB wins$64,856 vs $26,647 on $10,000 over 23 years
XLBMaterials
Final value$64,856
CAGR+8.5%
Max drawdown-44.9%
Best year+48% (2009)
Years won17 of 23
LQDInvestment-Grade Corp Bonds
Final value$26,647
CAGR+4.4%
Max drawdown-19.4%
Best year+17% (2019)
Years won6 of 23

Growth of $10,000

20022024
XLBLQD
$37k$67k200220072012201720222024
XLB$64,856
LQD$26,647
50/50 mix$46,114

50/50 blend: $46,114 (+6.9%/yr CAGR)

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

Year-by-year: XLB vs LQD

YearXLBLQDWinner
2024+6.5%+0.9%XLB
2023+11.9%+9.4%XLB
2022-13.8%-17.9%XLB
2021+27.3%-1.8%XLB
2020+20.6%+11.0%XLB
2019+24.5%+17.4%XLB
2018-14.7%-3.8%LQD
2017+22.1%+7.1%XLB
2016+17.4%+6.2%XLB
2015-8.0%-1.3%LQD
2014+6.9%+8.2%LQD
2013+25.6%-2.0%XLB
2012+15.4%+10.6%XLB
2011-9.8%+9.7%LQD
2010+20.5%+9.3%XLB
2009+47.6%+8.4%XLB
2008-44.9%+2.4%LQD
2007+22.9%+3.7%XLB
2006+22.4%+4.2%XLB
2005+11.0%+1.2%XLB
2004+13.0%+5.7%XLB
2003+22.7%+7.3%XLB
2002-7.4%+9.9%LQD

More comparisons

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Past performance does not guarantee future results.