XLG:NYE-Invesco S&P 500® Top 50 ETF (USD)

ETF | Large Blend |

Last Closing

USD 47.21

Change

+0.99 (+2.14)%

Market Cap

N/A

Volume

1.54M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-19 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

+4.70 (+1.69%)

USD 429.85B
SPLG SPDR® Portfolio S&P 500 ETF

+1.13 (+1.71%)

USD 45.42B
SCHX Schwab U.S. Large-Cap ETF

+1.13 (+1.70%)

USD 45.04B
GSLC Goldman Sachs ActiveBeta® U.S..

+1.94 (+1.76%)

USD 12.56B
DYNF BlackRock US Equity Factor Rot..

+0.85 (+1.75%)

USD 11.50B
SPTM SPDR® Portfolio S&P 1500 Comp..

+1.16 (+1.69%)

USD 9.00B
SPLV Invesco S&P 500® Low Volatili..

+0.20 (+0.28%)

USD 7.42B
JQUA JPMorgan U.S. Quality Factor E..

+0.69 (+1.24%)

USD 4.91B
SCHK Schwab 1000 ETF

+0.93 (+1.72%)

USD 3.72B
SUSA iShares MSCI USA ESG Select

+2.01 (+1.71%)

USD 3.65B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

+1.50 (+1.26%)

N/A
XRLX FundX Investment Trust 6.45 % 0.00 %

+0.54 (+1.26%)

USD 0.06B

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 25.16% 97% N/A 87% B+
Dividend Return 0.49% 15% F 9% A-
Total Return 25.65% 97% N/A 85% B
Trailing 12 Months  
Capital Gain 37.88% 96% N/A 85% B
Dividend Return 0.80% 14% F 9% A-
Total Return 38.67% 96% N/A 84% B
Trailing 5 Years  
Capital Gain 120.19% 100% F 88% B+
Dividend Return 5.83% 11% F 17% F
Total Return 126.02% 100% F 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 15.97% 99% N/A 79% B-
Dividend Return 16.79% 97% N/A 78% C+
Total Return 0.82% 8% B- 18% F
Risk Return Profile  
Volatility (Standard Deviation) 22.18% 13% F 47% F
Risk Adjusted Return 75.67% 51% F 88% B+
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.