XLB vs SCHD14-Year Performance Comparison

Materials vs Dividend Growth — backtested 20112024

SCHD wins$55,862 vs $30,870 on $10,000 over 14 years
XLBMaterials
Final value$30,870
CAGR+8.4%
Max drawdown-14.7%
Best year+27% (2021)
Years won4 of 14
SCHDDividend Growth
Final value$55,862
CAGR+13.1%
Max drawdown-5.9%
Best year+33% (2013)
Years won10 of 14

Growth of $10,000

20112024
XLBSCHD
$32k$58k201120142017202020232024
XLB$30,870
SCHD$55,862
50/50 mix$41,967

50/50 blend: $41,967 (+10.8%/yr CAGR)

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

Year-by-year: XLB vs SCHD

YearXLBSCHDWinner
2024+6.5%+25.3%SCHD
2023+11.9%+6.8%XLB
2022-13.8%-3.2%SCHD
2021+27.3%+29.5%SCHD
2020+20.6%+11.6%XLB
2019+24.5%+28.4%SCHD
2018-14.7%-5.9%SCHD
2017+22.1%+20.1%XLB
2016+17.4%+18.8%SCHD
2015-8.0%+0.3%SCHD
2014+6.9%+14.7%SCHD
2013+25.6%+33.0%SCHD
2012+15.4%+14.1%XLB
2011-9.8%-0.5%SCHD

More comparisons

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Past performance does not guarantee future results.