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

ETF | Large Blend |

Last Closing

USD 50.97

Change

+0.08 (+0.16)%

Market Cap

N/A

Volume

2.00M

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: 2025-01-30 )

Largest Industry Peers for Large Blend

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

+1.87 (+0.63%)

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

+0.36 (+0.51%)

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

+0.13 (+0.54%)

USD 51.13B
DYNF BlackRock US Equity Factor Rot..

+0.12 (+0.23%)

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

+0.54 (+0.45%)

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

+0.41 (+0.56%)

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

+0.74 (+1.04%)

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

+0.54 (+0.91%)

USD 5.20B
SCHK Schwab 1000 ETF

+0.16 (+0.55%)

USD 3.97B
DIVO Amplify CWP Enhanced Dividend ..

+0.14 (+0.33%)

USD 3.77B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

+0.31 (+0.27%)

N/A
XRLX FundX Investment Trust 6.72 % 0.00 %

+0.12 (+0.27%)

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 2.02% 1% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.02% 1% F 45% F
Trailing 12 Months  
Capital Gain 29.50% 99% N/A 84% B
Dividend Return 0.92% 25% F 12% F
Total Return 30.41% 99% N/A 83% B
Trailing 5 Years  
Capital Gain 115.52% 100% F 87% B+
Dividend Return 7.60% 15% F 21% F
Total Return 123.12% 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.