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Upturn AI SWOT - About
Invesco S&P 500® Top 50 ETF (XLG)
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Upturn Advisory Summary
08/29/2025: XLG (4-star) is a STRONG-BUY. BUY since 76 days. Profits (12.70%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 44.76% | Avg. Invested days 68 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.01 | 52 Weeks Range 39.42 - 51.96 | Updated Date 06/29/2025 |
52 Weeks Range 39.42 - 51.96 | Updated Date 06/29/2025 |
Upturn AI SWOT
Invesco S&P 500® Top 50 ETF
ETF Overview
Overview
The Invesco S&P 500u00ae Top 50 ETF (XLG) seeks to track the investment results of the 50 largest companies in the S&P 500 Index, weighted by market capitalization. It primarily focuses on large-cap U.S. equities and offers concentrated exposure to the largest companies in the broad market index.
Reputation and Reliability
Invesco is a well-established and reputable global investment management firm with a long track record of managing ETFs.
Management Expertise
Invesco has a team of experienced investment professionals dedicated to managing and tracking the S&P 500 Top 50 Index.
Investment Objective
Goal
To track the investment results of the 50 largest companies in the S&P 500 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the S&P 500 Top 50 Index.
Composition The ETF primarily holds stocks of the 50 largest companies in the S&P 500, weighted by market capitalization.
Market Position
Market Share: XLG holds a significant, though not dominant, market share within the large-cap ETF segment.
Total Net Assets (AUM): 3840000000
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 broad-based S&P 500 ETFs like SPY, IVV, and VOO. XLG offers a more concentrated approach, potentially leading to higher volatility but also potentially higher returns compared to broader S&P 500 ETFs. However, the concentration risk is a disadvantage.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers. [Data to be populated from a reliable source]
Benchmark Comparison: The ETF's performance is benchmarked against the S&P 500 Top 50 Index. [Data to be populated from a reliable source]
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF typically exhibits moderate to high average trading volume, which makes it easy to buy or sell shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity and the efficiency of the market.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and sector-specific performance within the S&P 500 influence XLG's performance.
Growth Trajectory
XLG's growth trajectory mirrors the overall performance of the top 50 companies in the S&P 500, with adjustments based on its expense ratio and tracking accuracy.
Moat and Competitive Advantages
Competitive Edge
XLG's competitive edge lies in its concentrated exposure to the largest companies in the S&P 500. This offers investors a targeted approach to capturing the performance of the most influential companies in the U.S. market. Its focused strategy may appeal to investors seeking more concentrated large-cap exposure. However, this also increases risk compared to more diversified S&P 500 ETFs. This could lead to outperformance or underperformance depending on the specific performance of these top companies.
Risk Analysis
Volatility
XLG's volatility may be slightly higher than the broader S&P 500 due to its concentrated holdings.
Market Risk
The ETF is subject to market risk, as its performance is directly tied to the performance of the underlying S&P 500 Top 50 companies. Specific risks include company-specific events and sector-specific downturns.
Investor Profile
Ideal Investor Profile
Investors seeking concentrated exposure to the largest U.S. companies and who are comfortable with potentially higher volatility than a broad market S&P 500 ETF.
Market Risk
Suitable for long-term investors seeking capital appreciation, but active traders may also find it useful for short-term tactical allocations.
Summary
The Invesco S&P 500u00ae Top 50 ETF (XLG) offers investors concentrated exposure to the largest 50 companies in the S&P 500. It's designed for investors seeking a targeted approach to large-cap investing and comfortable with potentially higher volatility. Its performance is closely tied to the performance of these top companies. The ETF's expense ratio is 0.20% and its liquidity makes it easy to trade. Investors should consider their risk tolerance and investment goals before investing in XLG.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco Official Website
- Morningstar
- Yahoo Finance
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share data is based on publicly available AUM figures and may vary depending on the source and time period.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.