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

ETF | Large Blend |

Last Closing

USD 50.58

Change

-0.95 (-1.84)%

Market Cap

N/A

Volume

8.27M

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: 2025-02-21 )

Largest Industry Peers for Large Blend

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

-5.57 (-1.85%)

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

-1.21 (-1.69%)

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

-0.43 (-1.78%)

USD 53.32B
DYNF BlackRock US Equity Factor Rot..

-0.82 (-1.54%)

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

-1.97 (-1.64%)

USD 13.57B
SPTM SPDR® Portfolio S&P 1500 Comp..

-1.29 (-1.74%)

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

+0.18 (+0.25%)

USD 7.46B
JQUA JPMorgan U.S. Quality Factor E..

-0.96 (-1.59%)

USD 5.86B
SCHK Schwab 1000 ETF

-0.55 (-1.87%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

-0.59 (-1.40%)

USD 4.07B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

-1.73 (-1.36%)

N/A
XRLX FundX Investment Trust 6.72 % 0.00 %

-0.61 (-1.36%)

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 1.24% 12% F 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.24% 12% F 46% F
Trailing 12 Months  
Capital Gain 22.44% 99% N/A 82% B
Dividend Return 0.87% 25% F 12% F
Total Return 23.31% 99% N/A 80% B-
Trailing 5 Years  
Capital Gain 107.24% 100% F 88% B+
Dividend Return 7.37% 15% F 21% F
Total Return 114.61% 100% F 87% B+
Average Annual (5 Year Horizon)  
Capital Gain 14.09% 61% D- 73% C
Dividend Return 14.86% 57% F 70% C-
Total Return 0.77% 7% C- 19% F
Risk Return Profile  
Volatility (Standard Deviation) 28.02% 7% C- 38% F
Risk Adjusted Return 53.02% 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.