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

ETF | Large Blend |

Last Closing

USD 50.48

Change

+0.63 (+1.26)%

Market Cap

N/A

Volume

1.02M

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: 2025-01-17 )

Largest Industry Peers for Large Blend

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

+2.71 (+0.92%)

USD 454.13B
SPLG SPDR® Portfolio S&P 500 ETF

+0.69 (+0.99%)

USD 53.49B
SCHX Schwab U.S. Large-Cap ETF

+0.23 (+0.98%)

USD 51.13B
DYNF BlackRock US Equity Factor Rot..

+0.55 (+1.06%)

USD 13.65B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.91 (+0.78%)

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

+0.72 (+1.00%)

USD 9.65B
SPLV Invesco S&P 500® Low Volatili..

+0.22 (+0.31%)

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

+0.32 (+0.55%)

USD 5.20B
SCHK Schwab 1000 ETF

+0.28 (+0.98%)

USD 3.97B
DIVO Amplify CWP Enhanced Dividend ..

+0.25 (+0.61%)

USD 3.77B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

+0.79 (+0.73%)

N/A
XRLX FundX Investment Trust 6.72 % 0.00 %

+0.32 (+0.73%)

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 1.04% 3% F 45% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.04% 3% F 45% F
Trailing 12 Months  
Capital Gain 29.74% 97% N/A 84% B
Dividend Return 0.93% 25% F 12% F
Total Return 30.66% 97% N/A 83% B
Trailing 5 Years  
Capital Gain 108.74% 100% F 88% B+
Dividend Return 7.43% 18% F 22% F
Total Return 116.17% 100% F 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 13.89% 61% D- 73% C
Dividend Return 14.66% 54% F 70% C-
Total Return 0.77% 7% C- 20% F
Risk Return Profile  
Volatility (Standard Deviation) 27.95% 7% C- 39% F
Risk Adjusted Return 52.47% 17% F 66% 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.