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

ETF | Large Blend |

Last Closing

USD 49.1

Change

+1.23 (+2.57)%

Market Cap

N/A

Volume

1.85M

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: 2024-11-06 )

Largest Industry Peers for Large Blend

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

+7.98 (+2.80%)

USD 443.55B
SCHX Schwab U.S. Large-Cap ETF

+0.59 (+2.59%)

USD 50.00B
SPLG SPDR® Portfolio S&P 500 ETF

+1.69 (+2.49%)

USD 48.51B
GSLC Goldman Sachs ActiveBeta® U.S..

+3.02 (+2.65%)

USD 13.15B
DYNF BlackRock US Equity Factor Rot..

+1.33 (+2.64%)

USD 12.68B
SPTM SPDR® Portfolio S&P 1500 Comp..

+1.89 (+2.68%)

USD 9.18B
SPLV Invesco S&P 500® Low Volatili..

+1.20 (+1.68%)

USD 7.49B
JQUA JPMorgan U.S. Quality Factor E..

+1.13 (+1.99%)

USD 5.05B
SCHK Schwab 1000 ETF

+0.76 (+2.73%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

+2.44 (+2.03%)

USD 3.66B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

+1.74 (+1.38%)

N/A
XRLX FundX Investment Trust 6.51 % 0.00 %

+0.60 (+1.38%)

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 -86.98% 1% F 1% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -86.98% 1% F 2% F
Trailing 12 Months  
Capital Gain -86.12% 1% F 1% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -86.12% 1% F 2% F
Trailing 5 Years  
Capital Gain -78.01% 1% F 4% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -78.01% 1% F 5% F
Average Annual (5 Year Horizon)  
Capital Gain 14.04% 68% D+ 75% C
Dividend Return 14.83% 63% D 73% C
Total Return 0.79% 8% B- 19% F
Risk Return Profile  
Volatility (Standard Deviation) 26.36% 7% C- 40% F
Risk Adjusted Return 56.25% 19% F 73% C
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.