XLG - Invesco S&P 500 Top 50 - Stock & Dividends
Exchange: USA Stocks • Country: USA • Currency: USD • Type: Etf • ISIN: US46137V2337 • Large Blend
Technology, Finance, Healthcare, Consumer, Industrials
The Invesco S&P 500 Top 50 ETF (NYSE ARCA: XLG) is an exchange-traded fund that tracks the performance of the 50 largest companies in the S&P 500 Index, based on their float-adjusted market capitalization. This means that the fund invests in the biggest and most influential companies in the US stock market, which are leaders in their respective industries.
The underlying index, compiled and maintained by the index provider, is designed to give investors exposure to the most prominent companies in the US market. The index's components are weighted by their float-adjusted market capitalization, which means that the companies with the largest market value have a greater influence on the index's performance.
As a non-diversified fund, the Invesco S&P 500 Top 50 ETF focuses on a concentrated portfolio of the largest companies, rather than spreading its investments across a broader range of assets. This approach allows investors to tap into the performance of the US market's giants, which have historically driven market growth.
The fund is listed on the NYSE ARCA exchange under the ticker symbol XLG, and is managed by Invesco, a leading global investment management company based in the United States. For more information, investors can visit the company's website at http://www.invesco.com/us.
Drawdown (Underwater) Chart
XLG ETF Overview
Market Cap in USD | 6,679m |
Category | Large Blend |
TER | 0.20% |
IPO / Inception | 2005-05-04 |
XLG ETF Ratings
Growth 5y | 93.5 |
Fundamental | - |
Dividend | 33.8 |
Rel. Performance vs Sector | 0.30 |
Analysts | - |
Fair Price Momentum | 53.31 USD |
Fair Price DCF | - |
XLG Dividends
Dividend Yield 12m | 0.74% |
Yield on Cost 5y | 1.76% |
Dividends CAGR 5y | -0.17% |
Payout Consistency | 97.3% |
XLG Growth Ratios
Growth 12m | 44.71% |
Growth Correlation 12m | 96% |
Growth Correlation 3m | 87.1% |
CAGR 5y | 18.99% |
CAGR/Mean DD 5y | 2.70 |
Sharpe Ratio 12m | 2.72 |
Alpha vs SP500 12m | 4.21 |
Beta vs SP500 5y weekly | 0.99 |
ValueRay RSI | 71.54 |
Volatility GJR Garch 1y | 13.61% |
Price / SMA 50 | 4.1% |
Price / SMA 200 | 11.9% |
Current Volume | 927.6k |
Average Volume 20d | 879.8k |
External Links for XLG ETF
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
X • Stocktwits
Fund Manager Positions
Dataroma • Stockcircle
As of October 22, 2024, the stock is trading at USD 48.53 with a total of 927,575 shares traded.
Over the past week, the price has changed by +0.25%, over one month by +3.14%, over three months by +4.83% and over the past year by +43.65%.
According to ValueRays Forecast Model, XLG Invesco S&P 500 Top 50 will be worth about 59.2 in October 2025. The stock is currently trading at 48.53. This means that the stock has a potential upside of +21.92%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 59.2 | 21.9 |