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Upturn AI SWOT - About
Invesco S&P 500® Top 50 ETF (XLG)
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Upturn Advisory Summary
07/01/2025: XLG (4-star) is a STRONG-BUY. BUY since 34 days. Profits (6.26%). 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 36.48% | Avg. Invested days 61 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/01/2025 |
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) tracks the performance of the 50 largest companies in the S&P 500 Index, weighted by market capitalization. It provides exposure to large-cap U.S. equities with a focus on companies that dominate the S&P 500.
Reputation and Reliability
Invesco is a well-established global investment management firm with a long track record and significant experience in managing ETFs.
Management Expertise
Invesco has a large and experienced team of portfolio managers and analysts dedicated to managing its ETF products.
Investment Objective
Goal
To track the investment results, before fees and expenses, of the S&P 500u00ae Top 50 Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the S&P 500u00ae 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's market share is significant, reflecting its popularity among investors seeking concentrated exposure to large-cap stocks.
Total Net Assets (AUM): 3680000000
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 competitive landscape is dominated by ETFs tracking the entire S&P 500. XLG offers a more concentrated exposure to the index's largest companies, which can result in higher volatility and potential for outperformance or underperformance compared to broader S&P 500 ETFs. SPY, IVV and VOO offer broad market exposure, with lower risk and volatility compared to XLG.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial sources to assess XLG's track record.
Benchmark Comparison: XLG's performance should be compared to the S&P 500 Index to evaluate its tracking efficiency.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
XLG generally has a healthy average trading volume, indicating good liquidity.
Bid-Ask Spread
XLG's bid-ask spread is typically narrow, minimizing the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends within the large-cap space can significantly affect XLG's performance.
Growth Trajectory
XLG's growth trajectory depends on the performance of the top 50 companies in the S&P 500 and investor demand for concentrated large-cap exposure.
Moat and Competitive Advantages
Competitive Edge
XLG's competitive advantage lies in its concentrated exposure to the largest companies in the S&P 500, potentially offering higher growth opportunities. This focused approach appeals to investors seeking to overweight these leading companies. However, this concentration also increases risk compared to broader S&P 500 ETFs. The ETF is relatively liquid, adding to its appeal. It also has a relatively small expense ratio, compared to actively managed funds.
Risk Analysis
Volatility
XLG's historical volatility may be higher than that of broader S&P 500 ETFs due to its concentrated holdings.
Market Risk
XLG is subject to market risk, as the value of its holdings can fluctuate due to economic and market conditions. The ETF's concentrated portfolio increases the impact of any single company's underperformance.
Investor Profile
Ideal Investor Profile
XLG is suited for investors who want concentrated exposure to the largest companies in the S&P 500 and are comfortable with potentially higher volatility.
Market Risk
XLG can be suitable for both long-term investors and active traders who seek to overweight large-cap stocks. Investors should be comfortable with concentration risk.
Summary
The Invesco S&P 500u00ae Top 50 ETF (XLG) offers focused exposure to the 50 largest companies in the S&P 500. It provides a more concentrated portfolio compared to broad-based S&P 500 ETFs, potentially leading to higher returns or losses. Investors should consider their risk tolerance and investment goals before investing. XLG is suitable for those seeking to overweight large-cap stocks, accepting a higher degree of volatility in exchange for potential outperformance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco
- Morningstar
- Yahoo Finance
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. ETF performance is not indicative of future results. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.
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.