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

ETF | Large Blend |

Last Closing

USD 47.42

Change

+0.09 (+0.19)%

Market Cap

N/A

Volume

0.83M

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: 2024-09-26 )

Largest Industry Peers for Large Blend

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

+1.26 (+0.45%)

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

+0.28 (+0.42%)

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

+0.27 (+0.40%)

USD 45.56B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.53 (+0.47%)

USD 12.84B
DYNF BlackRock US Equity Factor Rot..

+0.03 (+0.06%)

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

+0.35 (+0.50%)

USD 9.14B
FTCS First Trust Capital Strength E..

+0.02 (+0.02%)

USD 9.02B
SPLV Invesco S&P 500® Low Volatili..

+0.19 (+0.27%)

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

+0.40 (+0.71%)

USD 5.32B
VONE Vanguard Russell 1000 Index Fu..

-0.04 (-0.02%)

USD 5.13B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

+0.20 (+0.25%)

N/A
XRLX FundX Investment Trust 6.45 % 0.00 %

+0.11 (+0.25%)

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 25.72% 97% N/A 87% B+
Dividend Return 0.72% 17% F 14% F
Total Return 26.43% 97% N/A 86% B+
Trailing 12 Months  
Capital Gain 39.55% 96% N/A 86% B+
Dividend Return 1.06% 18% F 13% F
Total Return 40.61% 96% N/A 84% B
Trailing 5 Years  
Capital Gain 124.56% 100% F 89% A-
Dividend Return 5.89% 11% F 19% F
Total Return 130.45% 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.