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

ETF | Large Blend |

Last Closing

USD 47.33

Change

+0.02 (+0.04)%

Market Cap

N/A

Volume

0.94M

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: 2024-09-25 )

Largest Industry Peers for Large Blend

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

-0.93 (-0.33%)

USD 439.91B
SCHX Schwab U.S. Large-Cap ETF

-0.37 (-0.55%)

USD 45.97B
SPLG SPDR® Portfolio S&P 500 ETF

-0.15 (-0.22%)

USD 45.56B
DGRW WisdomTree U.S. Quality Divide..

-0.44 (-0.53%)

USD 14.50B
ESGU iShares ESG Aware MSCI USA ETF

-0.67 (-0.53%)

USD 13.32B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.14 (-0.12%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

-0.16 (-0.32%)

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

-0.24 (-0.34%)

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

-0.17 (-0.24%)

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

-0.24 (-0.43%)

USD 5.32B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

+0.10 (+-0.11%)

N/A
XRLX FundX Investment Trust 6.45 % 0.00 %

-0.05 (-0.11%)

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 25.48% 97% N/A 87% B+
Dividend Return 0.72% 19% F 13% F
Total Return 26.19% 97% N/A 86% B+
Trailing 12 Months  
Capital Gain 40.03% 96% N/A 85% B
Dividend Return 1.06% 18% F 12% F
Total Return 41.09% 96% N/A 84% B
Trailing 5 Years  
Capital Gain 124.13% 100% F 89% A-
Dividend Return 5.89% 10% F 18% F
Total Return 130.02% 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.