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

ETF | Large Blend |

Last Closing

USD 45.08

Change

+0.99 (+2.25)%

Market Cap

N/A

Volume

1.38M

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: 2025-04-24 )

Largest Industry Peers for Large Blend

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

+5.55 (+2.11%)

USD 423.10B
SPLG SPDR® Portfolio S&P 500 ETF

+1.31 (+2.08%)

USD 56.21B
SCHX Schwab U.S. Large-Cap ETF

+0.45 (+2.13%)

USD 48.13B
DYNF BlackRock US Equity Factor Rot..

+0.99 (+2.11%)

USD 14.67B
GSLC Goldman Sachs ActiveBeta® U.S..

+2.14 (+2.03%)

USD 11.80B
SPTM SPDR® Portfolio S&P 1500 Comp..

+1.37 (+2.11%)

USD 9.06B
SPLV Invesco S&P 500® Low Volatili..

+0.04 (+0.06%)

USD 7.56B
JQUA JPMorgan U.S. Quality Factor E..

+0.99 (+1.83%)

USD 5.39B
DIVO Amplify CWP Enhanced Dividend ..

+0.33 (+0.84%)

USD 3.97B
SCHK Schwab 1000 ETF

+0.54 (+2.09%)

USD 3.74B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

+1.16 (+1.20%)

N/A
XRLX FundX Investment Trust 7.05 % 0.00 %

+0.49 (+1.20%)

USD 0.05B

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 -9.77% 10% F 27% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.77% 10% F 25% F
Trailing 12 Months  
Capital Gain 11.23% 92% A 78% C+
Dividend Return 0.67% 32% F 11% F
Total Return 11.89% 90% A- 75% C
Trailing 5 Years  
Capital Gain 108.16% 97% N/A 77% C+
Dividend Return 7.85% 13% F 16% F
Total Return 116.02% 97% N/A 74% C
Average Annual (5 Year Horizon)  
Capital Gain 12.75% 60% D- 74% C
Dividend Return 13.50% 58% F 72% C
Total Return 0.75% 8% B- 18% F
Risk Return Profile  
Volatility (Standard Deviation) 27.18% 8% B- 36% F
Risk Adjusted Return 49.67% 18% F 65% 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.