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

ETF | Large Blend |

Last Closing

USD 46.19

Change

-0.65 (-1.39)%

Market Cap

N/A

Volume

2.20M

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: 2025-03-18 )

Largest Industry Peers for Large Blend

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

-3.01 (-1.08%)

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

-0.69 (-1.03%)

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

-0.25 (-1.12%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

-0.85 (-1.72%)

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

-1.00 (-0.90%)

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

-0.71 (-1.03%)

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

-0.15 (-0.20%)

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

-0.46 (-0.81%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

-0.08 (-0.20%)

USD 4.00B
SCHK Schwab 1000 ETF

-0.30 (-1.10%)

USD 3.90B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

-1.04 (-1.02%)

N/A
XRLX FundX Investment Trust 6.72 % 0.00 %

-0.43 (-1.02%)

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 -7.55% 5% F 23% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.55% 5% F 22% F
Trailing 12 Months  
Capital Gain 10.34% 89% A- 75% C
Dividend Return 0.65% 15% F 10% F
Total Return 10.99% 88% B+ 70% C-
Trailing 5 Years  
Capital Gain 149.39% 99% N/A 78% C+
Dividend Return 9.71% 14% F 18% F
Total Return 159.10% 99% N/A 75% 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.