XLG ETF Analysis: SP500 Top 50 | NYSE

Large Blend | NYSE, USA | Market Cap: 10.493m USD | 12M Return: 11.5% | Charts, Fundamentals & Technical Analysis

Large Cap Stocks, Mega Cap Equities, Index Tracking, Blue Chip Holdings
Total Rating 43
Safety 44
Buy Signal -0.46
Large Blend
Category Rotation: -1.2
TER: 0.20%
AUM: 10.5B
Avg Turnover: 68.6M
Risk 3d forecast
Volatility17.8%
VaR 5th Pctl3.36%
VaR vs Median4.87%
Reward TTM
Sharpe Ratio0.56
Rel. Str. IBD35.8
Rel. Str. Peer Group2
Character TTM
Beta1.122
Beta Downside1.122
Hurst Exponent0.509
Drawdowns 3y
Max DD20.70%
CAGR/Max DD0.94
CAGR/Mean DD6.77

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.3% 16
Feb -3.1% 30
Mar -0.6% 23
Apr +0.8% 0
May +1.0% 28
Jun +0.8% 14
Jul +0.9% 6
Aug -0.1% 8
Sep -1.5% 32
Oct +0.7% 8
Nov +1.3% 30
Dec +0.0% 5

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 July 28, 2026, the stock is trading at USD 59.78 with a total of 819,954 shares traded. Over the past week, the price has changed by -1.53%, over one month by -1.14%, over three months by -1.49% and over the past year by +11.48%.

Current recommended Stop Loss: 58.60 (which is 2% or 1.4 ATR below the current price).

Is XLG a buy, sell or hold?

SP500 Top 50 has no consensus analysts rating.