XLP vs AGG20-Year Performance Comparison

Consumer Staples vs US Total Bond — backtested 20052024

XLP wins$55,055 vs $17,648 on $10,000 over 20 years
XLPConsumer Staples
Final value$55,055
CAGR+8.9%
Max drawdown-15.4%
Best year+28% (2019)
Years won16 of 20
AGGUS Total Bond
Final value$17,648
CAGR+2.9%
Max drawdown-14.6%
Best year+8% (2019)
Years won4 of 20

Growth of $10,000

20052024
XLPAGG
$33k$57k20052008201120142017202020232024
XLP$55,055
AGG$17,648
50/50 mix$32,306

50/50 blend: $32,306 (+6.0%/yr CAGR)

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

Year-by-year: XLP vs AGG

YearXLPAGGWinner
2024+14.7%+1.3%XLP
2023-1.3%+5.7%AGG
2022-3.2%-13.0%XLP
2021+18.6%-1.8%XLP
2020+10.7%+7.5%XLP
2019+27.6%+8.5%XLP
2018-8.5%+0.1%AGG
2017+13.7%+3.5%XLP
2016-2.4%+2.4%AGG
2015+7.0%+0.5%XLP
2014+16.0%+6.0%XLP
2013+26.1%-2.0%XLP
2012+10.8%+3.8%XLP
2011+14.0%+7.7%XLP
2010+14.1%+6.4%XLP
2009+14.9%+3.0%XLP
2008-15.4%+7.9%AGG
2007+14.3%+6.6%XLP
2006+14.3%+3.9%XLP
2005+3.1%+2.1%XLP

More comparisons

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Past performance does not guarantee future results.