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

ETF | Large Blend |

Last Closing

USD 48.53

Change

-1.09 (-2.20)%

Market Cap

N/A

Volume

3.28M

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: 2025-03-03 )

Largest Industry Peers for Large Blend

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

-5.25 (-1.79%)

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

-1.19 (-1.70%)

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

-0.42 (-1.79%)

USD 53.32B
DYNF BlackRock US Equity Factor Rot..

-0.95 (-1.82%)

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

-2.01 (-1.72%)

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

-1.28 (-1.77%)

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

+0.54 (+0.72%)

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

-0.59 (-0.99%)

USD 5.86B
SCHK Schwab 1000 ETF

-0.49 (-1.71%)

USD 4.11B
DIVO Amplify CWP Enhanced Dividend ..

-0.36 (-0.86%)

USD 4.07B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

-1.75 (-1.57%)

N/A
XRLX FundX Investment Trust 6.72 % 0.00 %

-0.69 (-1.57%)

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 -2.86% 7% C- 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.86% 7% C- 28% F
Trailing 12 Months  
Capital Gain 16.86% 93% A 81% B-
Dividend Return 0.87% 26% F 12% F
Total Return 17.72% 92% A 78% C+
Trailing 5 Years  
Capital Gain 111.21% 100% F 87% B+
Dividend Return 7.82% 15% F 20% F
Total Return 119.03% 100% F 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 14.06% 61% D- 73% C
Dividend Return 14.82% 58% F 70% C-
Total Return 0.77% 7% C- 19% F
Risk Return Profile  
Volatility (Standard Deviation) 28.00% 7% C- 38% F
Risk Adjusted Return 52.94% 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.