XLY vs XLI — 26-Year Performance Comparison
Consumer Discretionary vs Industrials — backtested 1999–2024
XLY wins$119,011 vs $69,044 on $10,000 over 26 years
XLYConsumer Discretionary
Final value$119,011
CAGR+10.0%
Max drawdown-37.0%
Best year+44% (2013)
Years won17 of 26
XLIIndustrials
Final value$69,044
CAGR+7.7%
Max drawdown-39.9%
Best year+41% (2013)
Years won9 of 26
Growth of $10,000
1999–2024XLYXLI
XLY$119,011
XLI$69,044
50/50 mix$95,183
50/50 blend: $95,183 (+9.1%/yr CAGR)
Splitting equally between XLY and XLI would have landed between the two — slightly lower CAGR than XLY but less volatility. Try a custom split →
Year-by-year: XLY vs XLI
| Year | XLY | XLI | Winner |
|---|---|---|---|
| 2024 | +30.6% | +17.5% | XLY |
| 2023 | +41.1% | +18.0% | XLY |
| 2022 | -37.0% | -5.9% | XLI |
| 2021 | +24.1% | +21.1% | XLY |
| 2020 | +33.0% | +11.5% | XLY |
| 2019 | +27.9% | +29.4% | XLI |
| 2018 | -0.5% | -14.7% | XLY |
| 2017 | +22.9% | +21.0% | XLY |
| 2016 | +6.0% | +18.9% | XLI |
| 2015 | +10.1% | -2.5% | XLY |
| 2014 | +9.7% | +9.9% | XLI |
| 2013 | +43.6% | +40.7% | XLY |
| 2012 | +23.8% | +15.3% | XLY |
| 2011 | +6.8% | -0.6% | XLY |
| 2010 | +27.7% | +26.8% | XLY |
| 2009 | +41.6% | +20.9% | XLY |
| 2008 | -33.5% | -39.9% | XLY |
| 2007 | +1.2% | +12.2% | XLI |
| 2006 | +17.3% | +14.3% | XLY |
| 2005 | +1.0% | +10.0% | XLI |
| 2004 | +12.5% | +19.6% | XLI |
| 2003 | +28.4% | +23.0% | XLY |
| 2002 | -18.3% | -17.9% | XLI |
| 2001 | -4.4% | -8.0% | XLY |
| 2000 | -15.6% | -4.9% | XLI |
| 1999 | +19.0% | +4.0% | XLY |
More comparisons
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