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

ETF | Large Blend |

Last Closing

USD 46.07

Change

-0.29 (-0.63)%

Market Cap

N/A

Volume

3.85M

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: 2025-03-11 )

Largest Industry Peers for Large Blend

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

-1.93 (-0.70%)

USD 453.93B
SPLG SPDR® Portfolio S&P 500 ETF

-0.53 (-0.80%)

USD 56.87B
SCHX Schwab U.S. Large-Cap ETF

-0.15 (-0.68%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

-0.24 (-0.49%)

USD 14.94B
GSLC Goldman Sachs ActiveBeta® U.S..

-1.06 (-0.96%)

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

-0.58 (-0.85%)

USD 9.53B
SPLV Invesco S&P 500® Low Volatili..

-1.31 (-1.77%)

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

-0.79 (-1.38%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

-0.49 (-1.21%)

USD 4.00B
SCHK Schwab 1000 ETF

-0.20 (-0.74%)

USD 3.90B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

-0.04 (-0.38%)

N/A
XRLX FundX Investment Trust 6.72 % 0.00 %

-0.16 (-0.38%)

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 -7.79% 5% F 24% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.79% 5% F 24% F
Trailing 12 Months  
Capital Gain 9.90% 89% A- 78% C+
Dividend Return 0.86% 26% F 13% F
Total Return 10.76% 88% B+ 73% C
Trailing 5 Years  
Capital Gain 125.02% 89% A- 80% B-
Dividend Return 8.78% 13% F 18% F
Total Return 133.80% 78% C+ 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 13.99% 61% D- 73% C
Dividend Return 14.75% 58% F 70% C-
Total Return 0.77% 7% C- 18% F
Risk Return Profile  
Volatility (Standard Deviation) 27.98% 7% C- 38% F
Risk Adjusted Return 52.74% 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.