XLU vs XLB26-Year Performance Comparison

Utilities vs Materials — backtested 19992024

XLB wins$59,591 vs $53,539 on $10,000 over 26 years
XLUUtilities
Final value$53,539
CAGR+6.7%
Max drawdown-48.7%
Best year+52% (2000)
Years won11 of 26
XLBMaterials
Final value$59,591
CAGR+7.1%
Max drawdown-44.9%
Best year+48% (2009)
Years won15 of 26

Growth of $10,000

19992024
XLUXLB
$33k$62k199920042009201420192024
XLU$53,539
XLB$59,591
50/50 mix$64,478

50/50 blend: $64,478 (+7.4%/yr CAGR)

Splitting equally between XLU and XLB would have outperformed both individually — diversification smoothed the ride. Try a custom split →

Year-by-year: XLU vs XLB

YearXLUXLBWinner
2024+23.4%+6.5%XLU
2023-10.2%+11.9%XLB
2022-0.9%-13.8%XLU
2021+17.7%+27.3%XLB
2020-0.6%+20.6%XLB
2019+26.3%+24.5%XLU
2018+4.4%-14.7%XLU
2017+12.1%+22.1%XLB
2016+16.3%+17.4%XLB
2015-4.8%-8.0%XLU
2014+29.0%+6.9%XLU
2013+13.2%+25.6%XLB
2012+1.4%+15.4%XLB
2011+20.0%-9.8%XLU
2010+5.5%+20.5%XLB
2009+11.5%+47.6%XLB
2008-29.0%-44.9%XLU
2007+20.2%+22.9%XLB
2006+21.3%+22.4%XLB
2005+16.5%+11.0%XLU
2004+23.9%+13.0%XLU
2003+21.9%+22.7%XLB
2002-29.0%-7.4%XLB
2001-27.7%-9.1%XLB
2000+51.5%-15.2%XLU
1999-14.0%+19.2%XLB

More comparisons

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Past performance does not guarantee future results.