Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Invesco S&P 500® Top 50 ETF(XLG)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for XLG
09/25/2026: XLG (5-star) is a STRONG-BUY. BUY for 33 days. Simulated Profits (2.65%). Updated daily EoD!
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 53.63% | Avg. Invested days 71 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $11.85B |
| Issuer | Invesco |
| Expense Ratio | 0.2% |
| Distribution Yield | 0.64% |
| Inception | May 4, 2005 |
Performance
| Period | Total Return |
|---|---|
| YTD | +9.20% |
| 1 Year | +12.72% |
| 3 Year | +24.37% |
| 5 Year | +15.04% |
| 10 Year | +17.01% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 16.47% |
| 3Y Volatility | 14.78% |
| 3Y Sharpe Ratio | 1.08 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | S&P 500 TR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 72.29% |
| Large Cap | 27.61% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 50.75% |
| Communication Services | 13.76% |
| Financial Services | 9.63% |
| Consumer Cyclicals | 9.50% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 21.37x |
| Portfolio P/B | 6.02x |
| Portfolio P/S | 5.35x |
| Holdings Turnover | 5.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 12.77% |
| Apple | 11.52% |
| Microsoft | 8.69% |
| Amazon | 5.75% |
| Alphabet Class A | 4.72% |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.