XLY vs ARKK — 11-Year Performance Comparison
Consumer Discretionary vs ARK Innovation — backtested 2014–2024
XLY wins$38,369 vs $30,519 on $10,000 over 11 years
XLYConsumer Discretionary
Final value$38,369
CAGR+13.0%
Max drawdown-37.0%
Best year+41% (2023)
Years won6 of 11
ARKKARK Innovation
Final value$30,519
CAGR+10.7%
Max drawdown-74.7%
Best year+152% (2020)
Years won5 of 11
Growth of $10,000
2014–2024XLYARKK
XLY$38,369
ARKK$30,519
50/50 mix$40,293
50/50 blend: $40,293 (+13.5%/yr CAGR)
Splitting equally between XLY and ARKK would have outperformed both individually — diversification smoothed the ride. Try a custom split →
Year-by-year: XLY vs ARKK
| Year | XLY | ARKK | Winner |
|---|---|---|---|
| 2024 | +30.6% | +8.4% | XLY |
| 2023 | +41.1% | +67.6% | ARKK |
| 2022 | -37.0% | -67.0% | XLY |
| 2021 | +24.1% | -23.4% | XLY |
| 2020 | +33.0% | +151.9% | ARKK |
| 2019 | +27.9% | +35.1% | ARKK |
| 2018 | -0.5% | +3.5% | ARKK |
| 2017 | +22.9% | +87.3% | ARKK |
| 2016 | +6.0% | -2.0% | XLY |
| 2015 | +10.1% | +3.8% | XLY |
| 2014 | +9.7% | -1.1% | XLY |
More comparisons
Build your portfolio
Mix XLY + ARKK with custom allocations
Try a 70/30 or 40/60 split — or add up to 3 more ETFs. See exactly how your custom portfolio would have performed.
Open Portfolio Builder →Past performance does not guarantee future results.