XLE vs AGG20-Year Performance Comparison

Energy vs US Total Bond — backtested 20052024

XLE wins$46,866 vs $17,648 on $10,000 over 20 years
XLEEnergy
Final value$46,866
CAGR+8.0%
Max drawdown-42.8%
Best year+64% (2022)
Years won13 of 20
AGGUS Total Bond
Final value$17,648
CAGR+2.9%
Max drawdown-14.6%
Best year+8% (2019)
Years won7 of 20

Growth of $10,000

20052024
XLEAGG
$29k$48k20052008201120142017202020232024
XLE$46,866
AGG$17,648
50/50 mix$34,880

50/50 blend: $34,880 (+6.4%/yr CAGR)

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

Year-by-year: XLE vs AGG

YearXLEAGGWinner
2024+5.4%+1.3%XLE
2023+2.2%+5.7%AGG
2022+64.2%-13.0%XLE
2021+53.4%-1.8%XLE
2020-31.8%+7.5%AGG
2019+11.8%+8.5%XLE
2018-18.2%+0.1%AGG
2017-1.0%+3.5%AGG
2016+27.4%+2.4%XLE
2015-21.1%+0.5%AGG
2014-7.8%+6.0%AGG
2013+25.1%-2.0%XLE
2012+4.6%+3.8%XLE
2011+14.9%+7.7%XLE
2010+20.6%+6.4%XLE
2009+13.3%+3.0%XLE
2008-37.6%+7.9%AGG
2007+35.0%+6.6%XLE
2006+24.4%+3.9%XLE
2005+40.2%+2.1%XLE

More comparisons

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Past performance does not guarantee future results.