XLF vs XLV — 26-Year Performance Comparison
Financials vs Health Care — backtested 1999–2024
XLV wins$67,678 vs $46,729 on $10,000 over 26 years
XLFFinancials
Final value$46,729
CAGR+6.1%
Max drawdown-63.6%
Best year+36% (2013)
Years won13 of 26
XLVHealth Care
Final value$67,678
CAGR+7.6%
Max drawdown-27.2%
Best year+41% (2013)
Years won13 of 26
Growth of $10,000
1999–2024XLFXLV
XLF$46,729
XLV$67,678
50/50 mix$61,902
50/50 blend: $61,902 (+7.3%/yr CAGR)
Splitting equally between XLF and XLV would have landed between the two — slightly lower CAGR than XLV but less volatility. Try a custom split →
Year-by-year: XLF vs XLV
| Year | XLF | XLV | Winner |
|---|---|---|---|
| 2024 | +30.9% | +2.6% | XLF |
| 2023 | +12.2% | +2.1% | XLF |
| 2022 | -10.5% | -2.1% | XLV |
| 2021 | +35.0% | +26.1% | XLF |
| 2020 | -1.7% | +13.4% | XLV |
| 2019 | +32.1% | +20.8% | XLF |
| 2018 | -14.6% | +6.5% | XLV |
| 2017 | +22.2% | +22.1% | XLF |
| 2016 | +22.8% | -2.7% | XLF |
| 2015 | -1.5% | +6.9% | XLV |
| 2014 | +15.2% | +25.3% | XLV |
| 2013 | +35.6% | +41.4% | XLV |
| 2012 | +29.0% | +17.4% | XLF |
| 2011 | -17.1% | +10.2% | XLV |
| 2010 | +12.1% | +3.2% | XLF |
| 2009 | +17.5% | +19.0% | XLV |
| 2008 | -55.3% | -22.8% | XLV |
| 2007 | -18.6% | +7.3% | XLV |
| 2006 | +19.1% | +6.6% | XLF |
| 2005 | +6.1% | +7.6% | XLV |
| 2004 | +10.7% | +1.6% | XLF |
| 2003 | +29.1% | +17.0% | XLF |
| 2002 | -19.0% | -17.7% | XLV |
| 2001 | -6.3% | -11.6% | XLF |
| 2000 | +26.2% | +28.4% | XLV |
| 1999 | +16.0% | -4.9% | XLF |
More comparisons
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