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

ETF | Large Blend |

Last Closing

USD 45.78

Change

-0.06 (-0.13)%

Market Cap

N/A

Volume

2.44M

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: 2025-04-30 )

Largest Industry Peers for Large Blend

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

+0.16 (+0.06%)

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

+0.03 (+0.05%)

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

+0.02 (+0.09%)

USD 48.13B
DYNF BlackRock US Equity Factor Rot..

+0.06 (+0.12%)

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

+0.12 (+0.11%)

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

+0.05 (+0.07%)

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

+0.41 (+0.57%)

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

+0.20 (+0.36%)

USD 5.39B
DIVO Amplify CWP Enhanced Dividend ..

+0.10 (+0.25%)

USD 3.97B
SCHK Schwab 1000 ETF

N/A

USD 3.74B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

+0.03 (+0.05%)

N/A
XRLX FundX Investment Trust 6.49 % 0.00 %

+0.02 (+0.05%)

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 -8.37% 10% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.37% 10% F 28% F
Trailing 12 Months  
Capital Gain 13.01% 89% A- 79% B-
Dividend Return 0.67% 32% F 11% F
Total Return 13.68% 89% A- 76% C+
Trailing 5 Years  
Capital Gain 111.36% 99% N/A 79% B-
Dividend Return 7.85% 13% F 17% F
Total Return 119.21% 99% N/A 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.58% 60% D- 74% C
Dividend Return 13.32% 60% D- 72% C
Total Return 0.75% 8% B- 18% F
Risk Return Profile  
Volatility (Standard Deviation) 27.09% 8% B- 36% F
Risk Adjusted Return 49.18% 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.