XLV vs AGG20-Year Performance Comparison

Health Care vs US Total Bond — backtested 20052024

XLV wins$64,087 vs $17,648 on $10,000 over 20 years
XLVHealth Care
Final value$64,087
CAGR+9.7%
Max drawdown-22.8%
Best year+41% (2013)
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
XLVAGG
$37k$66k20052008201120142017202020232024
XLV$64,087
AGG$17,648
50/50 mix$35,547

50/50 blend: $35,547 (+6.5%/yr CAGR)

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

Year-by-year: XLV vs AGG

YearXLVAGGWinner
2024+2.6%+1.3%XLV
2023+2.1%+5.7%AGG
2022-2.1%-13.0%XLV
2021+26.1%-1.8%XLV
2020+13.4%+7.5%XLV
2019+20.8%+8.5%XLV
2018+6.5%+0.1%XLV
2017+22.1%+3.5%XLV
2016-2.7%+2.4%AGG
2015+6.9%+0.5%XLV
2014+25.3%+6.0%XLV
2013+41.4%-2.0%XLV
2012+17.4%+3.8%XLV
2011+10.2%+7.7%XLV
2010+3.2%+6.4%AGG
2009+19.0%+3.0%XLV
2008-22.8%+7.9%AGG
2007+7.3%+6.6%XLV
2006+6.6%+3.9%XLV
2005+7.6%+2.1%XLV

More comparisons

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Past performance does not guarantee future results.