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

ETF | Large Blend |

Last Closing

USD 51.62

Change

+0.63 (+1.24)%

Market Cap

N/A

Volume

0.88M

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: 2024-12-24 )

Largest Industry Peers for Large Blend

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

+3.12 (+1.06%)

USD 456.91B
SPLG SPDR® Portfolio S&P 500 ETF

+0.74 (+1.05%)

USD 54.47B
SCHX Schwab U.S. Large-Cap ETF

+0.26 (+1.10%)

USD 51.93B
DYNF BlackRock US Equity Factor Rot..

+0.55 (+1.06%)

USD 14.33B
GSLC Goldman Sachs ActiveBeta® U.S..

+1.10 (+0.94%)

USD 13.32B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.77 (+1.06%)

USD 9.84B
SPLV Invesco S&P 500® Low Volatili..

+0.54 (+0.77%)

USD 7.27B
JQUA JPMorgan U.S. Quality Factor E..

+0.21 (+0.36%)

USD 5.38B
SCHK Schwab 1000 ETF

+0.31 (+1.08%)

USD 4.10B
SUSA iShares MSCI USA ESG Select

+1.11 (+0.90%)

USD 3.87B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

+0.84 (+0.75%)

N/A
XRLX FundX Investment Trust 6.66 % 0.00 %

+0.34 (+0.75%)

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 36.85% 99% N/A 89% A-
Dividend Return 0.96% 29% F 13% F
Total Return 37.81% 99% N/A 89% A-
Trailing 12 Months  
Capital Gain 36.67% 99% N/A 89% A-
Dividend Return 0.95% 27% F 13% F
Total Return 37.62% 99% N/A 89% A-
Trailing 5 Years  
Capital Gain 120.30% 100% F 90% A-
Dividend Return 7.67% 20% F 21% F
Total Return 127.97% 100% F 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 13.68% 60% D- 73% C
Dividend Return 14.46% 51% F 70% C-
Total Return 0.78% 7% C- 20% F
Risk Return Profile  
Volatility (Standard Deviation) 27.84% 7% C- 39% F
Risk Adjusted Return 51.93% 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 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.