XLI vs SCHD14-Year Performance Comparison

Industrials vs Dividend Growth — backtested 20112024

SCHD wins$55,862 vs $48,338 on $10,000 over 14 years
XLIIndustrials
Final value$48,338
CAGR+11.9%
Max drawdown-14.7%
Best year+41% (2013)
Years won6 of 14
SCHDDividend Growth
Final value$55,862
CAGR+13.1%
Max drawdown-5.9%
Best year+33% (2013)
Years won8 of 14

Growth of $10,000

20112024
XLISCHD
$33k$58k201120142017202020232024
XLI$48,338
SCHD$55,862
50/50 mix$52,192

50/50 blend: $52,192 (+12.5%/yr CAGR)

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

Year-by-year: XLI vs SCHD

YearXLISCHDWinner
2024+17.5%+25.3%SCHD
2023+18.0%+6.8%XLI
2022-5.9%-3.2%SCHD
2021+21.1%+29.5%SCHD
2020+11.5%+11.6%SCHD
2019+29.4%+28.4%XLI
2018-14.7%-5.9%SCHD
2017+21.0%+20.1%XLI
2016+18.9%+18.8%XLI
2015-2.5%+0.3%SCHD
2014+9.9%+14.7%SCHD
2013+40.7%+33.0%XLI
2012+15.3%+14.1%XLI
2011-0.6%-0.5%SCHD

More comparisons

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Past performance does not guarantee future results.