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Upturn AI SWOT - About
Invesco S&P 500® Top 50 ETF (XLG)
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Upturn Advisory Summary
03/27/2025: XLG (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 14.19% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 2920818 | Beta 1.02 | 52 Weeks Range 39.45 - 51.70 | Updated Date 04/2/2025 |
52 Weeks Range 39.45 - 51.70 | Updated Date 04/2/2025 |
Upturn AI SWOT
Invesco S&P 500® Top 50 ETF
ETF Overview
Overview
The Invesco S&P 500u00ae Top 50 ETF (XLG) is designed to track the performance of the 50 largest companies in the S&P 500 Index, weighted by market capitalization. It primarily focuses on large-cap stocks and provides exposure to leading companies across various sectors. The ETF offers a concentrated investment in the largest and most influential companies in the U.S. equity market.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long history of offering diverse ETF products.
Management Expertise
Invesco has a team of experienced professionals managing its ETFs, leveraging their expertise in index tracking and portfolio management.
Investment Objective
Goal
To track the investment results of the S&P 500u00ae Top 50 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive investment strategy, aiming to replicate the performance of its underlying index by holding the constituent stocks in similar proportions.
Composition The ETF's assets primarily consist of stocks of the 50 largest companies in the S&P 500, weighted by market capitalization.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 4671791316
Competitors
Key Competitors
- SPDRu00ae S&P 500u00ae ETF Trust (SPY)
- iShares CORE S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
Competitive Landscape
The ETF market is highly competitive, dominated by larger ETFs like SPY, IVV, and VOO. XLG offers a concentrated approach with the top 50 companies, potentially leading to higher concentration risk but also potentially higher returns if those companies outperform. The main disadvantage is lower diversification compared to broader S&P 500 ETFs.
Financial Performance
Historical Performance: Historical performance data is unavailable in this format.
Benchmark Comparison: The ETF aims to closely track the S&P 500 Top 50 Index. Deviations may occur due to tracking error and expenses.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and efficient market making.
Market Dynamics
Market Environment Factors
Economic indicators, sector performance of large-cap stocks, and overall market sentiment influence the ETF's performance.
Growth Trajectory
The ETF's growth is tied to the performance of the top 50 companies in the S&P 500 and overall market trends.
Moat and Competitive Advantages
Competitive Edge
XLG provides a focused approach to investing in the largest U.S. companies, potentially offering enhanced performance compared to broader market ETFs. The ETF's market-cap weighting ensures that the largest companies have the most significant impact on its returns. It caters to investors seeking concentrated exposure to leading U.S. equities. However, this concentration also represents a potential risk, as the performance heavily relies on a smaller subset of companies.
Risk Analysis
Volatility
The ETF's volatility is generally comparable to the S&P 500, but may be slightly higher due to its concentrated holdings.
Market Risk
The ETF is subject to market risk, particularly the risk associated with large-cap stocks and the overall U.S. equity market.
Investor Profile
Ideal Investor Profile
Investors seeking concentrated exposure to the largest companies in the U.S. equity market.
Market Risk
Suitable for long-term investors looking for capital appreciation, who are comfortable with the volatility associated with large cap equity.
Summary
The Invesco S&P 500u00ae Top 50 ETF (XLG) offers a concentrated investment in the 50 largest companies in the S&P 500, making it suitable for investors seeking focused exposure to leading U.S. equities. The ETF's passive investment strategy aims to track the performance of the S&P 500 Top 50 Index. However, it's important to note that the ETF's performance is reliant on a smaller subset of companies. Thus, investors should consider their risk tolerance and investment objectives before investing. Its expense ratio is around average and hence does not make it very appealing.
Similar Companies
IVV
iShares Core S&P 500 ETF
IVV
iShares Core S&P 500 ETF
QQQ
Invesco QQQ Trust
QQQ
Invesco QQQ Trust
SPY
SPDR S&P 500 ETF Trust
SPY
SPDR S&P 500 ETF Trust
VOO
Vanguard S&P 500 ETF
VOO
Vanguard S&P 500 ETF
Sources and Disclaimers
Data Sources:
- Invesco.com
- etf.com
- finance.yahoo.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco S&P 500® Top 50 ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The index provider compiles, maintains and calculates the underlying index, which consists of the 50 largest companies in the S&P 500® Index based on float-adjusted market capitalization. The underlying index's components are weighted by float-adjusted market capitalization. The fund is non-diversified.
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