(XLG) SP500 Top 50 - NYSE

ETF Category: Large Blend | Exchange: NYSE (USA) | Market Cap: 11.072m USD | Total Return: 24% in 12m

Large Cap Stocks, Equity Securities, Index Tracking
Total Rating 49
Safety 36
Buy Signal -0.43
Large Blend
Category Rotation: -9.4
TER: 0.20%
AUM: 11.1B
Avg Turnover: 105M
Risk 3d forecast
Volatility19.2%
VaR 5th Pctl3.61%
VaR vs Median4.78%
Reward TTM
Sharpe Ratio1.32
Rel. Str. IBD50.6
Rel. Str. Peer Group18
Character TTM
Beta1.115
Beta Downside1.116
Hurst Exponent0.547
Drawdowns 3y
Max DD20.70%
CAGR/Max DD1.10
CAGR/Mean DD8.41

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: XLG SP500 Top 50

The Invesco S&P 500 Top 50 ETF (XLG) tracks the performance of the 50 largest companies within the S&P 500 Index. The fund utilizes a replication strategy, investing at least 90% of its assets in index constituents weighted by float-adjusted market capitalization. This methodology results in a non-diversified portfolio heavily concentrated in mega-cap equities.

The funds business model focuses on the super-large segment of the U.S. equity market, which often features mature companies with significant global operations and high liquidity. Because the index is market-cap weighted, it inherently shifts its highest allocations toward sectors currently dominating the economy, such as Information Technology and Communication Services. Investors can further evaluate these individual holdings and their underlying fundamentals at ValueRay.

Launched in 2005, XLG provides a vehicle for capturing the performance of the primary drivers of the broader market. The fund serves as a benchmark for large-blend growth, prioritizing established market leaders over the broader diversification found in standard S&P 500 products.

Headlines to Watch Out For
  • Mega-cap technology earnings drive top-line growth and margin expansion
  • Concentration in top holdings increases sensitivity to idiosyncratic corporate risks
  • Federal Reserve monetary policy shifts impact valuation multiples of growth-heavy constituents
  • Global macroeconomic trends dictate revenue performance for multinational large-cap leaders
What is the price of XLG shares?

As of June 20, 2026, the stock is trading at USD 61.76 with a total of 1,326,721 shares traded.
Over the past week, the price has changed by +0.82%, over one month by -2.77%, over three months by +11.39% and over the past year by +23.96%.

Is XLG a buy, sell or hold?

SP500 Top 50 has no consensus analysts rating.