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

In the year to Sep 13, 2026, with distributions reinvested, VGLT returned −5.4% and XLY returned −4.1%, so XLY 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 XLY: how they differ

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

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

What they hold in common

By the books each fund has filed, VGLT and XLY 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 XLY
JPMorgan Chase & Co 0.62%	AMAZON.COM INC 24.68%
Mexico Government International Bond 0.50%	TESLA INC 17.84%
United States Treasury Note/Bond 0.49%	HOME DEPOT INC 5.31%
United States Treasury Note/Bond 0.48%	MCDONALD S CORP 4.09%
United States Treasury Note/Bond 0.48%	BOOKING HOLDINGS INC 3.52%
Mexico Government International Bond 0.48%	TJX COMPANIES INC 3.44%
United States Treasury Note/Bond 0.44%	STARBUCKS CORP 2.96%
Province of British Columbia Canada 0.43%	LOWE S COS INC 2.88%

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 XLY on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	VGLT Vanguard Long-Term Treasury Index Fund	XLY State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
Where it sits	Core index fund	Core index fund
Issuer	Vanguard	State Street
What it is	Long-term Treasury	Consumer discretionary
Total return, 1 year	−5.4%	−4.1%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	−22.9 pts	−21.6 pts
Expense ratio	not published	0.08%
Holdings	1703	49

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.

XLY in plain words

XLY is an index equity fund tracking the Consumer discretionary. Over the year to Sep 11, 2026 it returned −4.1% 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 49 positions, with the top ten at 68.7%. It sat 8.9% below its high of Jan 12, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, VGLT or XLY?: In the year to Sep 13, 2026, with distributions reinvested, VGLT returned −5.4% and XLY returned −4.1%, so XLY 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 XLY, 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 XLY, data as of Sep 13, 2026. https://etfiq.com/compare/any/vglt-vs-xly Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources