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XLG - ETF AI Analysis
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Invesco S&P 500 Top 50 ETF (XLG)
Rating:77Outperform
Price Target:
$66.00
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, like Nvidia and Broadcom, have delivered strong year-to-date performance, driving overall returns.
Sector Leadership in Technology
With nearly half of its exposure in the technology sector, the ETF benefits from the strong growth trends in leading tech companies.
Low Expense Ratio
The ETF charges a relatively low expense ratio, making it cost-effective for investors compared to many actively managed funds.
Negative Factors
High Concentration in Top Holdings
The ETF is heavily weighted toward a few stocks like Nvidia, Apple, and Microsoft, increasing the risk of underperformance if these companies face challenges.
Limited Geographic Exposure
The fund is almost entirely focused on U.S. companies, offering little diversification across international markets.
Sector Overweight in Technology
Nearly half of the portfolio is concentrated in technology, making the ETF vulnerable to downturns in this sector.
XLG vs. SPDR S&P 500 ETF (SPY)
AUM11.44B
RegionNorth America
Expense Ratio0.20%
Beta1.11
IssuerInvesco
Inception DateMay 04, 2005
Dividend Yield0.64%
Asset ClassEquity
Index TrackedS&P 500 Top 50
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,038,953
30 Day Avg. Volume1,982,956
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
68.57Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering53
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XLG Summary
The Invesco S&P 500 Top 50 ETF (XLG) focuses on the largest and most influential companies in the U.S., tracking the top 50 mega-cap stocks from the S&P 500 Index. It includes industry leaders like Apple and Nvidia, making it a great choice for investors seeking exposure to stable, high-performing companies with strong growth potential. This ETF is ideal for those looking to diversify their portfolio with blue-chip stocks that dominate their sectors. However, since it heavily invests in tech companies, its performance can be impacted by fluctuations in the technology sector.
How much will it cost me?The Invesco S&P 500 Top 50 ETF (XLG) has an expense ratio of 0.20%, meaning you’ll pay $2 per year for every $1,000 invested. This is lower than the average for actively managed funds because XLG is passively managed, tracking the top 50 stocks in the S&P 500 Index.
What would affect this ETF?The Invesco S&P 500 Top 50 ETF (XLG) could benefit from continued growth in the technology sector, which makes up nearly half of its portfolio, driven by innovation and demand for digital solutions. However, it may face challenges from rising interest rates or economic slowdowns, which could negatively impact consumer spending and the performance of its cyclical holdings like Amazon and Tesla. Regulatory changes targeting large-cap tech companies or shifts in market sentiment toward smaller-cap stocks could also influence its future performance.
XLG Top 10 Holdings
The Invesco S&P 500 Top 50 ETF leans heavily into technology, with nearly half of its portfolio tied to giants like Nvidia, Apple, and Microsoft. Nvidia is the fund’s standout performer, riding the AI wave to new heights, while Apple and Microsoft show steady gains, though Apple’s momentum has cooled recently. Amazon and Meta are holding the fund back slightly, with mixed results and lingering challenges in margins and expenses. With its U.S.-centric focus and tech-heavy tilt, this ETF is positioned to thrive in innovation-driven markets but may face headwinds if Big Tech falters.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 12.77% | $1.45B | $4.74T | 26.33% | 85 Outperform | |
| Apple | 11.14% | $1.26B | $3.99T | 18.75% | 80 Outperform | |
| Microsoft | 10.28% | $1.16B | $3.77T | 16.85% | 82 Outperform | |
| Amazon | 6.56% | $743.45M | $2.67T | 15.70% | 76 Outperform | |
| Broadcom | 4.65% | $527.21M | $1.70T | 93.46% | 76 Outperform | |
| Alphabet Class A | 4.61% | $522.11M | $3.43T | 57.54% | 80 Outperform | |
| Meta Platforms | 3.74% | $423.07M | $1.60T | 4.60% | 71 Outperform | |
| Alphabet Class C | 3.71% | $419.99M | $3.43T | 56.22% | 86 Outperform | |
| Tesla | 3.48% | $394.44M | $1.54T | 50.18% | 73 Outperform | |
| Berkshire Hathaway B | 2.52% | $285.05M | $1.06T | 7.18% | 66 Neutral |
XLG Technical Analysis
Positive
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Price Trends
57.48
Positive
55.29
Positive
51.53
Positive
Market Momentum
0.63
Positive
51.09
Neutral
35.62
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XLG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 58.58, equal to the 50-day MA of 57.48, and equal to the 200-day MA of 51.53, indicating a bullish trend. The MACD of 0.63 indicates Positive momentum. The RSI at 51.09 is Neutral, neither overbought nor oversold. The STOCH value of 35.62 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XLG.
XLG Peer Comparison
Comparison Results
Performance Comparison
XLG
Invesco S&P 500 Top 50 ETF
58.62
9.16
18.52%
VOO
Vanguard S&P 500 ETF
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IVV
iShares Core S&P 500 ETF
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SPY
SPDR S&P 500 ETF Trust
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QQQ
Invesco QQQ Trust
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SPYM
State Street SPDR Portfolio S&P 500 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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