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

ETF | Large Blend |

Last Closing

USD 48.78

Change

+0.22 (+0.45)%

Market Cap

N/A

Volume

0.84M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-18 )

Largest Industry Peers for Large Blend

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

+1.18 (+0.41%)

USD 443.32B
SCHX Schwab U.S. Large-Cap ETF

+0.10 (+0.43%)

USD 50.15B
SPLG SPDR® Portfolio S&P 500 ETF

+0.29 (+0.42%)

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

+0.43 (+0.37%)

USD 13.67B
DYNF BlackRock US Equity Factor Rot..

+0.15 (+0.29%)

USD 13.25B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.25 (+0.35%)

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

+0.17 (+0.23%)

USD 7.58B
JQUA JPMorgan U.S. Quality Factor E..

+0.19 (+0.33%)

USD 5.05B
SCHK Schwab 1000 ETF

+0.13 (+0.46%)

USD 3.82B
SUSA iShares MSCI USA ESG Select

+0.62 (+0.51%)

USD 3.66B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

+0.21 (+0.20%)

N/A
XRLX FundX Investment Trust 6.51 % 0.00 %

+0.09 (+0.20%)

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 29.32% 96% N/A 86% B+
Dividend Return 0.72% 11% F 10% F
Total Return 30.04% 96% N/A 84% B
Trailing 12 Months  
Capital Gain 32.95% 94% A 81% B-
Dividend Return 0.98% 10% F 10% F
Total Return 33.93% 94% A 79% B-
Trailing 5 Years  
Capital Gain 117.41% 100% F 88% B+
Dividend Return 8.02% 18% F 21% F
Total Return 125.43% 100% F 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 13.34% 57% F 73% C
Dividend Return 14.12% 49% F 70% C-
Total Return 0.78% 8% B- 20% F
Risk Return Profile  
Volatility (Standard Deviation) 27.66% 7% C- 39% F
Risk Adjusted Return 51.07% 17% F 67% D+
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 dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.