(XLG) SP500 Top 50 - NYSE ARCA

ETF Category: Large Blend | Exchange: NYSE ARCA (USA) | Market Cap: 11.181m USD | Total Return: 20.6% in 12m

Large-Cap Stocks, Equity Securities, Index Tracking
Total Rating 44
Safety 27
Buy Signal -0.78
Large Blend
Category Rotation: -10.3
TER: 0.20%
AUM: 11.2B
Avg Turnover: 96.9M
Risk 3d forecast
Volatility22.7%
VaR 5th Pctl4.28%
VaR vs Median4.84%
Reward TTM
Sharpe Ratio1.13
Rel. Str. IBD51.4
Rel. Str. Peer Group19.8
Character TTM
Beta1.126
Beta Downside1.116
Hurst Exponent0.570
Drawdowns 3y
Max DD20.70%
CAGR/Max DD1.06
CAGR/Mean DD8.18

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 employs a replication strategy, investing at least 90% of its assets in index components weighted by float-adjusted market capitalization. This methodology concentrates capital into mega-cap equities, which often possess global operations and significant pricing power within their respective industries.

As a non-diversified fund, XLG maintains high exposure to the Information Technology and Communication Services sectors, reflecting the current dominance of large-scale digital platforms and software providers. These businesses typically benefit from high barriers to entry and scalable infrastructure. For a deeper look into how these mega-cap valuations align with historical norms, consider reviewing the fundamental data on ValueRay.

Headlines to Watch Out For
  • Mega-cap technology earnings growth dictates overall fund price performance
  • Concentration in top 50 holdings increases sensitivity to idiosyncratic corporate risks
  • Federal Reserve interest rate policy shifts impact high-valuation growth stock premiums
  • Global macroeconomic stability drives revenue for internationally diversified multi-national constituents
  • Passive capital inflows to large-cap indices sustain demand for underlying securities
What is the price of XLG shares?

As of June 11, 2026, the stock is trading at USD 60.68 with a total of 2,768,287 shares traded.
Over the past week, the price has changed by -4.68%, over one month by -3.45%, over three months by +6.40% and over the past year by +20.62%.

Is XLG a buy, sell or hold?

SP500 Top 50 has no consensus analysts rating.