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iShares Top 20 U.S. Stocks ETF (TOPT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

CUSIP

46438G570

Issuer

iShares

Inception Date

Nov 23, 2024

Index Tracked

S&P 500 Top 20 Select Index

Distribution Policy

Distributing

Asset Class

Equity

Asset Class Size

Mega-Cap

Asset Class Style

Growth

Expense Ratio

TOPT has an expense ratio of 0.20%, which is considered low.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period


TOPT

YTD

-0.78%

1M

7.94%

6M

1.56%

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.68%

1M

7.17%

6M

-1.66%

1Y

11.63%

3Y*

12.51%

5Y*

14.34%

10Y*

10.88%

*Annualized

Monthly Returns

The table below presents the monthly returns of TOPT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.65%-1.64%-7.58%0.55%7.85%-0.78%
2024-2.30%5.44%1.95%5.03%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares Top 20 U.S. Stocks ETF (TOPT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


There isn't enough data available to calculate the Sharpe ratio for iShares Top 20 U.S. Stocks ETF. This metric is based on the past 12 months of trading data. Please check back later for updated information.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

iShares Top 20 U.S. Stocks ETF provided a 0.17% dividend yield over the last twelve months, with an annual payout of $0.05 per share.


0.08%$0.00$0.01$0.01$0.02$0.022024
Dividends
Dividend Yield
PeriodTTM2024
Dividend$0.05$0.02

Dividend yield

0.17%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.03$0.00$0.00$0.03
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. The portfolio has not yet recovered.

The current iShares Top 20 U.S. Stocks ETF drawdown is 4.23%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-21.21%Dec 26, 202470Apr 8, 2025
-3.19%Oct 30, 20242Oct 31, 20244Nov 6, 20246
-3.16%Dec 17, 20242Dec 18, 20244Dec 24, 20246
-2.8%Nov 11, 20245Nov 15, 202410Dec 2, 202415
-0.6%Dec 12, 20241Dec 12, 20241Dec 13, 20242
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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