(TOPT) Top 20 U.S. Stocks - NYSE

ETF Category: Large Blend | Exchange: NYSE (USA) | Market Cap: 641m USD | Total Return: 27.4% in 12m

Large Cap Stocks, Equity Securities, Index Funds
Total Rating 49
Safety 46
Buy Signal -0.28
Large Blend
Category Rotation: -9.4
AUM: 641M
Avg Turnover: 11.2M
Risk 3d forecast
Volatility20.5%
VaR 5th Pctl3.80%
VaR vs Median2.97%
Reward TTM
Sharpe Ratio1.47
Rel. Str. IBD56.4
Rel. Str. Peer Group34
Character TTM
Beta1.117
Beta Downside1.088
Hurst Exponent0.546
Drawdowns 3y
Max DD21.21%
CAGR/Max DD0.95
CAGR/Mean DD5.78

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: TOPT Top 20 U.S. Stocks

The iShares Top 20 U.S. Stocks ETF (TOPT) tracks an index composed of the 20 largest domestic companies by float-adjusted market capitalization within the S&P 500. As a non-diversified fund, it concentrates capital into the highest-valued equities in the U.S. market, typically allocating at least 80% of its assets to these specific component securities.

This strategy focuses on the mega-cap segment, where businesses often utilize platform-based models to achieve significant economies of scale. These companies generally represent the primary drivers of performance within the broader technology, consumer discretionary, and communication services sectors. Investors may find it useful to evaluate these concentrated holdings through ValueRay to better understand individual stock valuations.

Although the ETF launched in late 2024 and currently maintains a small-cap total asset base, its underlying components are the most liquid and heavily capitalized entities in the global financial system. The fund’s structure provides targeted exposure to the top-heavy nature of modern equity benchmarks.

Headlines to Watch Out For
  • Concentrated exposure to Magnificent Seven earnings and AI infrastructure spending
  • Mega-cap valuation multiples compress during higher-for-longer interest rate cycles
  • Antitrust litigation targeting dominant technology and communication services constituents
  • Passive inflows to S&P 500 top-tier market capitalization leaders
What is the price of TOPT shares?

As of June 20, 2026, the stock is trading at USD 33.27 with a total of 382,903 shares traded.
Over the past week, the price has changed by +1.45%, over one month by -1.55%, over three months by +14.14% and over the past year by +27.41%.

Is TOPT a buy, sell or hold?

Top 20 U.S. Stocks has no consensus analysts rating.