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

ETF | Large Blend |

Last Closing

USD 51

Change

+0.40 (+0.79)%

Market Cap

N/A

Volume

4.53M

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: 2025-02-10 )

Largest Industry Peers for Large Blend

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

+1.91 (+0.64%)

USD 474.06B
SPLG SPDR® Portfolio S&P 500 ETF

+0.47 (+0.66%)

USD 58.63B
SCHX Schwab U.S. Large-Cap ETF

+0.15 (+0.63%)

USD 53.32B
DYNF BlackRock US Equity Factor Rot..

+0.34 (+0.64%)

USD 15.09B
GSLC Goldman Sachs ActiveBeta® U.S..

+0.74 (+0.62%)

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

+0.42 (+0.57%)

USD 10.01B
SPLV Invesco S&P 500® Low Volatili..

+0.32 (+0.45%)

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

+0.39 (+0.65%)

USD 5.86B
SCHK Schwab 1000 ETF

+0.19 (+0.65%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

+0.02 (+0.05%)

USD 4.07B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

+0.66 (+0.58%)

N/A
XRLX FundX Investment Trust 6.72 % 0.00 %

+0.26 (+0.58%)

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 2.08% 8% B- 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.08% 8% B- 48% F
Trailing 12 Months  
Capital Gain 25.31% 96% N/A 82% B
Dividend Return 0.89% 25% F 12% F
Total Return 26.19% 99% N/A 81% B-
Trailing 5 Years  
Capital Gain 105.42% 100% F 87% B+
Dividend Return 7.24% 17% F 21% F
Total Return 112.66% 100% F 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 14.06% 61% D- 73% C
Dividend Return 14.83% 56% F 70% C-
Total Return 0.77% 7% C- 19% F
Risk Return Profile  
Volatility (Standard Deviation) 28.01% 7% C- 38% F
Risk Adjusted Return 52.95% 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.