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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Top 20 U.S. Stocks ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
iShares Top 20 U.S. Stocks ETF (TOPT) has returned -8.27% so far this year and 20.65% over the past 12 months.
iShares Top 20 U.S. Stocks ETF
- 1D
- 3.55%
- 1M
- -4.51%
- YTD
- -8.27%
- 6M
- -5.85%
- 1Y
- 20.65%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Oct 24, 2024, TOPT's average daily return is +0.05%, while the average monthly return is +0.90%. At this rate, your investment would double in approximately 6.4 years.
Historically, 56% of months were positive and 44% were negative. The best month was May 2025 with a return of +8.0%, while the worst month was Mar 2025 at -7.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.
On a daily basis, TOPT closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +11.0%, while the worst single day was Apr 4, 2025 at -6.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.44% | -2.53% | -4.51% | -8.27% | |||||||||
| 2025 | 0.65% | -1.64% | -7.58% | 0.55% | 8.02% | 5.61% | 3.88% | 1.98% | 5.47% | 3.35% | -0.13% | -0.57% | 20.35% |
| 2024 | -2.30% | 5.44% | 1.95% | 5.03% |
Benchmark Metrics
iShares Top 20 U.S. Stocks ETF has an annualized alpha of 1.56%, beta of 1.13, and R² of 0.92 versus S&P 500 Index. Calculated based on daily prices since October 25, 2024.
- This ETF captured 106.52% of S&P 500 Index gains but only 92.95% of its losses — a favorable profile for investors.
- With beta of 1.13 and R² of 0.92, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.56%
- Beta
- 1.13
- R²
- 0.92
- Upside Capture
- 106.52%
- Downside Capture
- 92.95%
Expense Ratio
TOPT has an expense ratio of 0.20%, which is considered low.
Return for Risk
Risk / Return Rank
TOPT ranks 58 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Top 20 U.S. Stocks ETF (TOPT) and compare them to a chosen benchmark (S&P 500 Index).
| TOPT | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 0.90 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.39 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.40 | +0.21 |
Martin ratioReturn relative to average drawdown | 5.87 | 6.61 | -0.74 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore TOPT risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
iShares Top 20 U.S. Stocks ETF provided a 0.42% dividend yield over the last twelve months, with an annual payout of $0.12 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $0.12 | $0.12 | $0.02 |
Dividend yield | 0.42% | 0.38% | 0.08% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Top 20 U.S. Stocks ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.03 | $0.03 | |||||||||
| 2025 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.12 |
| 2024 | $0.02 | $0.02 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Top 20 U.S. Stocks ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Top 20 U.S. Stocks ETF was 21.21%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.
The current iShares Top 20 U.S. Stocks ETF drawdown is 10.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.21% | Dec 26, 2024 | 70 | Apr 8, 2025 | 54 | Jun 26, 2025 | 124 |
| -13.13% | Oct 30, 2025 | 103 | Mar 30, 2026 | — | — | — |
| -3.19% | Oct 30, 2024 | 2 | Oct 31, 2024 | 4 | Nov 6, 2024 | 6 |
| -3.16% | Dec 17, 2024 | 2 | Dec 18, 2024 | 4 | Dec 24, 2024 | 6 |
| -2.92% | Oct 10, 2025 | 1 | Oct 10, 2025 | 10 | Oct 24, 2025 | 11 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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