XLP vs LQD23-Year Performance Comparison

Consumer Staples vs Investment-Grade Corp Bonds — backtested 20022024

XLP wins$61,798 vs $26,647 on $10,000 over 23 years
XLPConsumer Staples
Final value$61,798
CAGR+8.2%
Max drawdown-15.4%
Best year+28% (2019)
Years won16 of 23
LQDInvestment-Grade Corp Bonds
Final value$26,647
CAGR+4.4%
Max drawdown-19.4%
Best year+17% (2019)
Years won7 of 23

Growth of $10,000

20022024
XLPLQD
$36k$64k200220072012201720222024
XLP$61,798
LQD$26,647
50/50 mix$41,982

50/50 blend: $41,982 (+6.4%/yr CAGR)

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

Year-by-year: XLP vs LQD

YearXLPLQDWinner
2024+14.7%+0.9%XLP
2023-1.3%+9.4%LQD
2022-3.2%-17.9%XLP
2021+18.6%-1.8%XLP
2020+10.7%+11.0%LQD
2019+27.6%+17.4%XLP
2018-8.5%-3.8%LQD
2017+13.7%+7.1%XLP
2016-2.4%+6.2%LQD
2015+7.0%-1.3%XLP
2014+16.0%+8.2%XLP
2013+26.1%-2.0%XLP
2012+10.8%+10.6%XLP
2011+14.0%+9.7%XLP
2010+14.1%+9.3%XLP
2009+14.9%+8.4%XLP
2008-15.4%+2.4%LQD
2007+14.3%+3.7%XLP
2006+14.3%+4.2%XLP
2005+3.1%+1.2%XLP
2004+5.6%+5.7%LQD
2003+12.6%+7.3%XLP
2002-5.6%+9.9%LQD

More comparisons

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Past performance does not guarantee future results.