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

ETF | Large Blend |

Last Closing

USD 50.89

Change

-0.32 (-0.62)%

Market Cap

N/A

Volume

9.03M

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: 2025-01-29 )

Largest Industry Peers for Large Blend

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

-1.28 (-0.43%)

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

-0.32 (-0.45%)

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

-0.10 (-0.42%)

USD 51.13B
DYNF BlackRock US Equity Factor Rot..

-0.15 (-0.28%)

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

-0.48 (-0.40%)

USD 13.10B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.29 (-0.39%)

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

-0.28 (-0.39%)

USD 7.14B
JQUA JPMorgan U.S. Quality Factor E..

-0.13 (-0.22%)

USD 5.20B
SCHK Schwab 1000 ETF

-0.12 (-0.41%)

USD 3.97B
DIVO Amplify CWP Enhanced Dividend ..

-0.05 (-0.12%)

USD 3.77B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

-0.40 (-0.37%)

N/A
XRLX FundX Investment Trust 6.72 % 0.00 %

-0.17 (-0.37%)

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 1.86% 5% F 50% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.86% 5% F 50% F
Trailing 12 Months  
Capital Gain 31.09% 99% N/A 85% B
Dividend Return 0.93% 25% F 12% F
Total Return 32.02% 99% N/A 84% B
Trailing 5 Years  
Capital Gain 115.18% 100% F 87% B+
Dividend Return 7.60% 15% F 21% F
Total Return 122.78% 100% F 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 13.99% 61% D- 73% C
Dividend Return 14.76% 56% F 70% C-
Total Return 0.77% 7% C- 20% F
Risk Return Profile  
Volatility (Standard Deviation) 27.99% 7% C- 38% F
Risk Adjusted Return 52.75% 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.