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

ETF | Large Blend |

Last Closing

USD 47.31

Change

+0.20 (+0.42)%

Market Cap

N/A

Volume

0.72M

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: 2024-09-24 )

Largest Industry Peers for Large Blend

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

+0.71 (+0.25%)

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

+0.19 (+0.28%)

USD 45.56B
SCHX Schwab U.S. Large-Cap ETF

+0.19 (+0.28%)

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

-0.14 (-0.12%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

-0.02 (-0.04%)

USD 11.77B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.22 (+0.32%)

USD 9.14B
SPLV Invesco S&P 500® Low Volatili..

-0.25 (-0.35%)

USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

-0.09 (-0.16%)

USD 5.32B
SCHK Schwab 1000 ETF

+0.18 (+0.33%)

USD 3.78B
SUSA iShares MSCI USA ESG Select

+0.33 (+0.28%)

USD 3.70B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

+0.23 (+0.22%)

N/A
XRLX FundX Investment Trust 6.45 % 0.00 %

+0.09 (+0.22%)

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 25.42% 97% N/A 87% B+
Dividend Return 0.72% 46% F 14% F
Total Return 26.14% 97% N/A 85% B
Trailing 12 Months  
Capital Gain 39.89% 96% N/A 85% B
Dividend Return 1.06% 25% F 13% F
Total Return 40.95% 96% N/A 84% B
Trailing 5 Years  
Capital Gain 123.02% 100% F 89% A-
Dividend Return 5.86% 12% F 18% F
Total Return 128.88% 100% F 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 16.03% 99% N/A 79% B-
Dividend Return 16.85% 97% N/A 78% C+
Total Return 0.82% 8% B- 18% F
Risk Return Profile  
Volatility (Standard Deviation) 22.21% 12% F 47% F
Risk Adjusted Return 75.83% 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.