XLG ETF Analysis: SP500 Top 50 | NYSE

Large Blend | NYSE, USA | Market Cap: 11.847m USD | 12M Return: 13.7% | US46137V2337 | Charts, Fundamentals & Technical Analysis

Large Cap Stocks, Mega Cap Equities, Index Tracking, Blue Chip Holdings
Total Rating 51
Safety 56
Buy Signal -0.12
Large Blend
Category Rotation: +9.0
TER: 0.20%
AUM: 11.8B
Avg Turnover: 55.1M
Risk 3d forecast
Volatility12.7%
VaR 5th Pctl2.37%
VaR vs Median3.94%
Reward TTM
Sharpe Ratio0.65
Rel. Str. IBD61.2
Rel. Str. Peer Group33.1
Character TTM
Beta1.135
Beta Downside1.130
Hurst Exponent0.497
Drawdowns 3y
Max DD20.70%
CAGR/Max DD1.20
CAGR/Mean DD9.05

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan -0.5% 19
Feb -2.3% 23
Mar -0.4% 17
Apr +0.4% 5
May +1.3% 33
Jun +0.6% 18
Jul +0.9% 6
Aug -0.0% 7
Sep -0.9% 27
Oct -0.6% 0
Nov +2.0% 37
Dec +0.0% 10

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: XLG SP500 Top 50

The Invesco S&P 500® Top 50 ETF (XLG) is an exchange-traded fund that invests at least 90% of its total assets in the securities of its underlying index. The index tracks the 50 largest companies in the S&P 500® Index, selected and weighted by float-adjusted market capitalization-a method that counts only shares available to public investors, excluding closely held insider stakes. As a non-diversified fund, XLG concentrates its holdings in a relatively small number of mega-cap U.S. issuers, giving investors targeted exposure to the largest segments of the American equity market.

Headlines to Watch Out For
  • Mega-cap tech rally lifts S&P 500 top 50 fund
  • Nvidia, Apple, Microsoft weightings drive concentrated performance
  • Rotation away from mega-caps pressures top 50 holdings
What is the price of XLG shares?

As of September 27, 2026, the stock is trading at USD 64.30 with a total of 956,767 shares traded. Over the past week, the price has changed by +1.90%, over one month by +3.69%, over three months by +8.11% and over the past year by +13.66%.

Current recommended Stop Loss: 62.50 (which is 2.8% or 2.7 ATR below the current price).

Is XLG a buy, sell or hold?

SP500 Top 50 has no consensus analysts rating.