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

ETF | Large Blend |

Last Closing

USD 49.57

Change

-0.38 (-0.76)%

Market Cap

N/A

Volume

2.17M

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: 2025-06-05 )

Largest Industry Peers for Large Blend

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

-1.62 (-0.55%)

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

-0.33 (-0.47%)

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

-0.11 (-0.47%)

USD 53.78B
DYNF BlackRock US Equity Factor Rot..

-0.29 (-0.55%)

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

-0.37 (-0.32%)

USD 12.98B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.34 (-0.47%)

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

-0.26 (-0.36%)

USD 7.93B
JQUA JPMorgan U.S. Quality Factor E..

-0.14 (-0.24%)

USD 6.13B
DIVO Amplify CWP Enhanced Dividend ..

-0.07 (-0.17%)

USD 4.33B
SCHK Schwab 1000 ETF

-0.14 (-0.49%)

USD 4.15B

ETFs Containing XLG

XCOR FundX ETF 11.10 % 0.00 %

-0.34 (-0.36%)

N/A
XRLX FundX Investment Trust 7.24 % 0.00 %

-0.16 (-0.36%)

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 -0.78% 17% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.78% 17% F 43% F
Trailing 12 Months  
Capital Gain 11.64% 82% B 77% C+
Dividend Return 0.61% 28% F 10% F
Total Return 12.25% 77% C+ 73% C
Trailing 5 Years  
Capital Gain 106.96% 100% F 83% B
Dividend Return 7.10% 14% F 17% F
Total Return 114.06% 100% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 11.94% 66% D+ 76% C+
Dividend Return 12.67% 61% D- 73% C
Total Return 0.73% 10% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 26.75% 7% C- 34% F
Risk Adjusted Return 47.36% 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.