Invesco S&P 500 Top 50 (XLG) - Stock & Dividends
Exchange: USA Stocks • Country: USA • Currency: USD • Type: Etf • ISIN: US46137V2337 • Large Blend
The Invesco S&P 500® Top 50 ETF (NYSE ARCA:XLG) aims to invest over 90% of its assets in the securities of the underlying index. This index is curated by the index provider and includes the top 50 companies from the S&P 500® Index. These companies are chosen based on their float-adjusted market capitalization and are weighted accordingly in the index.
As the fund focuses on the largest companies in the S&P 500®, it provides investors with exposure to established industry leaders with significant market capitalization. This strategy potentially offers a blend of stability and growth opportunities within the portfolio.
Additionally, the fund is classified as non-diversified, which means it may invest a larger portion of its assets in a smaller number of companies. This approach can lead to increased risk but may also offer higher growth potential due to concentrated investments in top-performing companies.
For more information about this ETF, you can visit the company's website at http://www.invesco.com/us. The fund is domiciled in the United States, reflecting its focus on American companies and markets.
Drawdown (Underwater) Chart
Overall Trend and Yearly Seasonality
XLG ETF Overview
Market Cap in USD | 3,947m |
Category | Large Blend |
TER | 0.20% |
IPO / Inception | 2005-05-04 |
XLG ETF Ratings
Growth 5y | 8.38 |
Fundamental | - |
Dividend | 5.29 |
Rel. Performance vs Sector | 0.50 |
Analysts | - |
Fair Price Momentum | 43.20 USD |
Fair Price DCF | - |
XLG Dividends
Yield 12m | 0.85% |
Yield on Cost 5y | 1.89% |
Dividends CAGR 5y | -0.12% |
Payout Consistency | 97.3% |
XLG Growth Ratios
Growth 12m | 33.23% |
Growth Correlation 12m | 73% |
Growth Correlation 3m | 17% |
CAGR 5y | 17.30% |
Sharpe Ratio 12m | 2.09 |
Alpha vs SP500 12m | 6.39 |
Beta vs SP500 5y weekly | 0.99 |
ValueRay RSI | 61.16 |
Volatility GJR Garch 1y | 17.77% |
Price / SMA 50 | 1.62% |
Price / SMA 200 | 11.99% |
Current Volume | 895.8k |
Average Volume 20d | 1259.7k |
External Links for XLG ETF
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
X (Twitter) • Stocktwits
Fund Manager Positions
Dataroma • Stockcircle
As of May 09, 2024, the stock is trading at USD 42.11 with a total of 895,806 shares traded.
Over the past week, the price has changed by +3.95%, over one month by +0.67%, over three months by +4.10% and over the past year by +33.51%.
According to ValueRays Forecast Model, XLG Invesco S&P 500 Top 50 will be worth about 48.2 in May 2025. The stock is currently trading at 42.11. This means that the stock has a potential upside of +14.46%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 48.2 | 14.5 |