XLG - Invesco S&P 500 Top 50 - Stock & Dividends
Exchange: USA Stocks • Country: USA • Currency: USD • Type: Etf • ISIN: US46137V2337 • Large Blend
Stocks, Large-Cap, Equities
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, as measured by float-adjusted market capitalization. This means the fund invests in the biggest and most influential companies in the US stock market, giving investors exposure to a broad range of industries and sectors.
The fund's underlying index is compiled, maintained, and calculated by a third-party provider, which ensures that the index remains up-to-date and accurately reflects the performance of the top 50 companies. The index's components are weighted by 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 is focused on investing in the top 50 companies, rather than spreading its assets across a wider range of securities. This concentrated approach can provide investors with targeted exposure to the largest and most influential companies in the US market.
The fund is domiciled in the United States and is managed by Invesco, a global investment management company with a long history of providing innovative investment solutions to investors. You can learn more about the fund and its investment approach on Invesco's website at http://www.invesco.com/us.
Drawdown (Underwater) Chart
![Drawdown / Underwater Chart for XLG - Invesco S&P 500 Top 50 - Stock & Dividends](https://www.valueray.com/images/drawdown_chart/XLG.NYSE ARCA_drawdown.png)
Overall Trend and Yearly Seasonality
![Drawdown / Underwater Chart for XLG - Invesco S&P 500 Top 50 - Stock & Dividends](https://www.valueray.com/images/chart/XLG.NYSE ARCA_seasonality.png)
XLG ETF Overview
Market Cap in USD | 5,284m |
Category | Large Blend |
TER | 0.20% |
IPO / Inception | 2005-05-04 |
XLG ETF Ratings
Growth 5y | 78.9 |
Fundamental | - |
Dividend | 28.6 |
Rel. Performance vs Sector | 0.26 |
Analysts | - |
Fair Price Momentum | 45.92 USD |
Fair Price DCF | - |
XLG Dividends
Dividend Yield 12m | 0.80% |
Yield on Cost 5y | 1.67% |
Dividends CAGR 5y | -0.17% |
Payout Consistency | 97.3% |
XLG Growth Ratios
Growth 12m | 25.98% |
Growth Correlation 12m | 81% |
Growth Correlation 3m | 78% |
CAGR 5y | 15.90% |
CAGR/Mean DD 5y | 2.16 |
Sharpe Ratio 12m | 1.50 |
Alpha vs SP500 12m | 5.35 |
Beta vs SP500 5y weekly | 0.99 |
ValueRay RSI | 8.29 |
Volatility GJR Garch 1y | 19.78% |
Price / SMA 50 | -0.42% |
Price / SMA 200 | 11.74% |
Current Volume | 981.5k |
Average Volume 20d | 1696.4k |
External Links for XLG ETF
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
X • Stocktwits
Fund Manager Positions
Dataroma • Stockcircle
As of July 27, 2024, the stock is trading at USD 45.02 with a total of 981,486 shares traded.
Over the past week, the price has changed by -1.72%, over one month by -2.11%, over three months by +9.55% and over the past year by +25.81%.
According to ValueRays Forecast Model, XLG Invesco S&P 500 Top 50 will be worth about 51.1 in July 2025. The stock is currently trading at 45.02. This means that the stock has a potential upside of +13.48%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 51.1 | 13.5 |