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

ETF | Large Blend |

Last Closing

USD 46.84

Change

+0.10 (+0.21)%

Market Cap

N/A

Volume

1.77M

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: 2025-03-17 )

Largest Industry Peers for Large Blend

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

+2.29 (+0.83%)

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

+0.50 (+0.76%)

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

+0.21 (+0.95%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

+0.30 (+0.61%)

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

+0.87 (+0.79%)

USD 12.23B
SPTM SPDR® Portfolio S&P 1500 Comp..

+0.56 (+0.82%)

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

+0.73 (+1.00%)

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

+0.62 (+1.10%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

+0.28 (+0.70%)

USD 4.00B
SCHK Schwab 1000 ETF

+0.22 (+0.81%)

USD 3.90B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

+0.24 (+0.42%)

N/A
XRLX FundX Investment Trust 6.72 % 0.00 %

+0.18 (+0.42%)

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 -6.24% 7% C- 24% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -6.24% 7% C- 24% F
Trailing 12 Months  
Capital Gain 12.54% 88% B+ 77% C+
Dividend Return 0.65% 14% F 9% A-
Total Return 13.19% 88% B+ 73% C
Trailing 5 Years  
Capital Gain 150.98% 99% N/A 75% C
Dividend Return 9.63% 14% F 17% F
Total Return 160.61% 97% N/A 71% 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.