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

ETF | Large Blend |

Last Closing

USD 50.26

Change

-0.79 (-1.55)%

Market Cap

N/A

Volume

2.44M

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: 2025-01-07 )

Largest Industry Peers for Large Blend

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

-3.29 (-1.12%)

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

-0.76 (-1.09%)

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

-0.30 (-1.27%)

USD 51.93B
DYNF BlackRock US Equity Factor Rot..

-0.60 (-1.15%)

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

-1.31 (-1.12%)

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

-0.81 (-1.12%)

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

+0.03 (+0.04%)

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

-0.41 (-0.71%)

USD 5.38B
SCHK Schwab 1000 ETF

-0.32 (-1.11%)

USD 4.10B
SUSA iShares MSCI USA ESG Select

-1.06 (-0.86%)

USD 3.87B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

-1.26 (-1.22%)

N/A
XRLX FundX Investment Trust 6.66 % 0.00 %

-0.54 (-1.22%)

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 0.60% 81% B- 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.60% 81% B- 56% F
Trailing 12 Months  
Capital Gain 33.00% 99% N/A 88% B+
Dividend Return 0.95% 26% F 12% F
Total Return 33.95% 99% N/A 87% B+
Trailing 5 Years  
Capital Gain 111.11% 100% F 89% A-
Dividend Return 7.55% 18% F 21% F
Total Return 118.66% 100% F 89% A-
Average Annual (5 Year Horizon)  
Capital Gain 13.83% 61% D- 73% C
Dividend Return 14.60% 54% F 70% C-
Total Return 0.77% 7% C- 20% F
Risk Return Profile  
Volatility (Standard Deviation) 27.92% 7% C- 39% F
Risk Adjusted Return 52.30% 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.