XLG ETF Analysis: SP500 Top 50 | NYSE

Large Blend | NYSE, USA | Market Cap: 10.743m USD | 12M Return: 15.1% | US46137V2337 | Charts, Fundamentals & Technical Analysis

Large Cap Stocks, Mega Cap Equities, Index Tracking, Blue Chip Holdings
Total Rating 43
Safety 49
Buy Signal -0.35
Large Blend
Category Rotation: +1.6
TER: 0.20%
AUM: 10.7B
Avg Turnover: 55.8M
Risk 3d forecast
Volatility13.2%
VaR 5th Pctl2.49%
VaR vs Median4.83%
Reward TTM
Sharpe Ratio0.74
Rel. Str. IBD36
Rel. Str. Peer Group3.3
Character TTM
Beta1.141
Beta Downside1.142
Hurst Exponent0.538
Drawdowns 3y
Max DD20.70%
CAGR/Max DD1.14
CAGR/Mean DD8.41

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan -0.5% 19
Feb -2.3% 23
Mar -0.4% 17
Apr +0.4% 5
May +1.3% 33
Jun +0.6% 18
Jul +0.9% 6
Aug -0.1% 13
Sep -0.9% 27
Oct -0.6% 0
Nov +2.0% 37
Dec +0.0% 10

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: XLG SP500 Top 50

The Invesco S&P 500® Top 50 ETF (XLG) is an exchange-traded fund that invests at least 90% of its total assets in the securities of its underlying index. The index tracks the 50 largest companies in the S&P 500® Index, selected and weighted by float-adjusted market capitalization-a method that counts only shares available to public investors, excluding closely held insider stakes. As a non-diversified fund, XLG concentrates its holdings in a relatively small number of mega-cap U.S. issuers, giving investors targeted exposure to the largest segments of the American equity market.

Headlines to Watch Out For
  • Mega-cap tech rally lifts S&P 500 top 50 fund
  • Nvidia, Apple, Microsoft weightings drive concentrated performance
  • Rotation away from mega-caps pressures top 50 holdings
What is the price of XLG shares?

As of August 15, 2026, the stock is trading at USD 63.11 with a total of 582,679 shares traded. Over the past week, the price has changed by -0.30%, over one month by +2.27%, over three months by -1.56% and over the past year by +15.11%.

Current recommended Stop Loss: 61.90 (which is 1.9% or 1.5 ATR below the current price).

Is XLG a buy, sell or hold?

SP500 Top 50 has no consensus analysts rating.