Which returned more over the last year, VGLT or XLU?

In the year to Sep 13, 2026, with distributions reinvested, VGLT returned −5.4% and XLU returned +2.4%, so XLU returned more. One year is one year; the longer windows are in the table.

Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

VGLT vs XLU: how they differ

VGLT and XLU hold 0% of their weight in the same names, and XLU returned more over the year.

Vanguard Long-Term Treasury Index Fund and State Street(R) Utilities Select Sector SPDR(R) ETF.

What they hold in common

By the books each fund has filed, VGLT and XLU hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in VGLT	Only in XLU
JPMorgan Chase & Co 0.62%	NEXTERA ENERGY INC 13.01%
Mexico Government International Bond 0.50%	SOUTHERN CO/THE 7.49%
United States Treasury Note/Bond 0.49%	DUKE ENERGY CORP 7.04%
United States Treasury Note/Bond 0.48%	CONSTELLATION ENERGY 6.92%
United States Treasury Note/Bond 0.48%	AMERICAN ELECTRIC POWER 5.08%
Mexico Government International Bond 0.48%	DOMINION ENERGY INC 4.33%
United States Treasury Note/Bond 0.44%	SEMPRA 4.16%
Province of British Columbia Canada 0.43%	ENTERGY CORP 3.66%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026 and Sep 10, 2026.

VGLT and XLU on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	VGLT Vanguard Long-Term Treasury Index Fund	XLU State Street(R) Utilities Select Sector SPDR(R) ETF
Where it sits	Core index fund	Core index fund
Issuer	Vanguard	State Street
What it is	Long-term Treasury	Utilities
Total return, 1 year	−5.4%	+2.4%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−22.9 pts	−15.1 pts
Expense ratio	not published	0.08%
Holdings	1703	32

VGLT in plain words

VGLT is a bond fund tracking the Long-term Treasury. Over the year to Sep 11, 2026 it returned −5.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. It sat 39.2% below its high of Aug 4, 2020 on Sep 11, 2026.

XLU in plain words

XLU is an index equity fund tracking the Utilities. Over the year to Sep 11, 2026 it returned +2.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% a year. By its holdings filed for Sep 10, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 32 positions, with the top ten at 58.8%. It sat 10.0% below its high of Feb 27, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, VGLT or XLU?: In the year to Sep 13, 2026, with distributions reinvested, VGLT returned −5.4% and XLU returned +2.4%, so XLU returned more. One year is one year; the longer windows are in the table.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

VGLT against XLU, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, VGLT against XLU, data as of Sep 13, 2026. https://etfiq.com/compare/any/vglt-vs-xlu Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources