TOPT ETF Analysis: Top 20 U.S. Stocks | NYSE

Large Blend | NYSE, USA | Market Cap: 671m USD | 12M Return: 14.6% | Charts, Fundamentals & Technical Analysis

Large Cap Stocks, US Equities, S&P 500, Market Leaders
Total Rating 42
Safety 48
Buy Signal -0.31
Large Blend
Category Rotation: -1.2
AUM: 671M
Avg Turnover: 9.99M
Risk 3d forecast
Volatility20.5%
VaR 5th Pctl3.84%
VaR vs Median3.76%
Reward TTM
Sharpe Ratio0.73
Rel. Str. IBD41.5
Rel. Str. Peer Group12.7
Character TTM
Beta1.134
Beta Downside1.111
Hurst Exponent0.510
Drawdowns 3y
Max DD21.21%
CAGR/Max DD0.80
CAGR/Mean DD4.82

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 1.7 years of data

Jan -2.7% -
Feb -3.7% -
Mar -5.7% -
Apr +9.2% -
May +3.9% -
Jun -7.3% -
Jul - -
Aug - -
Sep - -
Oct +0.7% -
Nov -2.0% -
Dec -1.9% -

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: TOPT Top 20 U.S. Stocks

The iShares Top 20 U.S. Stocks ETF (TOPT) is an exchange-traded fund that tracks an index of the 20 largest U.S. companies within the S&P 500, measured by float-adjusted market capitalization-a methodology that excludes closely held and restricted shares from the calculation. The fund commits at least 80% of its assets to the component securities of this underlying index and operates as a non-diversified fund, meaning a relatively concentrated portfolio. Launched in October 2024, the ETF is classified in the Large Blend category and listed on the NYSE.

Headlines to Watch Out For
  • Concentration in Magnificent Seven stocks drives ETF performance
  • Competition intensifies from low-cost SPY and VOO rivals
  • Fund inflows accelerate as AUM crosses key milestones
What is the price of TOPT shares?

As of July 28, 2026, the stock is trading at USD 32.37 with a total of 309,317 shares traded. Over the past week, the price has changed by -1.73%, over one month by -0.43%, over three months by +1.20% and over the past year by +14.57%.

Current recommended Stop Loss: 31.00 (which is 4.2% or 2.7 ATR below the current price).

Is TOPT a buy, sell or hold?

Top 20 U.S. Stocks has no consensus analysts rating.