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

ETF | Large Blend |

Last Closing

USD 48.53

Change

+0.15 (+0.31)%

Market Cap

N/A

Volume

0.93M

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: 2024-10-21 )

Largest Industry Peers for Large Blend

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

-0.91 (-0.31%)

USD 441.03B
SCHX Schwab U.S. Large-Cap ETF

-0.04 (-0.17%)

USD 50.43B
SPLG SPDR® Portfolio S&P 500 ETF

-0.10 (-0.15%)

USD 47.99B
GSLC Goldman Sachs ActiveBeta® U.S..

-0.36 (-0.31%)

USD 13.22B
DYNF BlackRock US Equity Factor Rot..

-0.03 (-0.06%)

USD 12.55B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.19 (-0.27%)

USD 9.35B
SPLV Invesco S&P 500® Low Volatili..

-0.62 (-0.85%)

USD 7.69B
JQUA JPMorgan U.S. Quality Factor E..

-0.30 (-0.52%)

USD 5.20B
SCHK Schwab 1000 ETF

-0.05 (-0.18%)

USD 3.89B
SUSA iShares MSCI USA ESG Select

-0.45 (-0.37%)

USD 3.76B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

+0.10 (+-0.15%)

N/A
XRLX FundX Investment Trust 6.47 % 0.00 %

-0.07 (-0.15%)

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 -87.13% 1% F 1% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -87.13% 1% F 5% F
Trailing 12 Months  
Capital Gain -85.65% 1% F 1% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -85.65% 1% F 5% F
Trailing 5 Years  
Capital Gain -77.43% 1% F 5% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -77.43% 1% F 10% F
Average Annual (5 Year Horizon)  
Capital Gain 14.98% 88% B+ 77% C+
Dividend Return 15.78% 76% C+ 75% C
Total Return 0.80% 8% B- 18% F
Risk Return Profile  
Volatility (Standard Deviation) 24.58% 8% B- 43% F
Risk Adjusted Return 64.21% 22% F 80% 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:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.