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

ETF | Large Blend |

Last Closing

USD 48.6

Change

-0.65 (-1.32)%

Market Cap

N/A

Volume

2.41M

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: 2025-05-21 )

Largest Industry Peers for Large Blend

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

-5.08 (-1.74%)

USD 473.09B
SPLG SPDR® Portfolio S&P 500 ETF

-1.16 (-1.66%)

USD 68.24B
SCHX Schwab U.S. Large-Cap ETF

-0.40 (-1.70%)

USD 53.78B
DYNF BlackRock US Equity Factor Rot..

-0.78 (-1.50%)

USD 17.32B
GSLC Goldman Sachs ActiveBeta® U.S..

-2.08 (-1.78%)

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

-1.27 (-1.76%)

USD 10.11B
SPLV Invesco S&P 500® Low Volatili..

-1.04 (-1.41%)

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

-0.94 (-1.58%)

USD 6.13B
DIVO Amplify CWP Enhanced Dividend ..

-0.46 (-1.11%)

USD 4.33B
SCHK Schwab 1000 ETF

-0.49 (-1.71%)

USD 4.15B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

-0.73 (-0.69%)

N/A
XRLX FundX Investment Trust 6.49 % 0.00 %

-0.30 (-0.69%)

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 -2.72% 13% F 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.72% 13% F 38% F
Trailing 12 Months  
Capital Gain 12.21% 92% A 79% B-
Dividend Return 0.62% 32% F 11% F
Total Return 12.84% 90% A- 76% C+
Trailing 5 Years  
Capital Gain 114.29% 99% N/A 80% B-
Dividend Return 7.50% 13% F 16% F
Total Return 121.79% 99% N/A 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.16% 66% D+ 75% C
Dividend Return 12.90% 61% D- 72% C
Total Return 0.74% 10% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 26.86% 7% C- 35% F
Risk Adjusted Return 48.02% 17% F 64% 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.