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Invesco S&P 500® Top 50 ETF

XLG
ETF · Currency in USD
ISIN
US46137V2337
CUSIP
46137V233
Issuer
Invesco
Inception Date
May 10, 2005
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.20%
Index Tracked
Russell Top 50 Index
ETF Home Page
www.invesco.com
Asset Class
Equity

Asset Class Size

Mega-Cap

Asset Class Style

Growth

XLGPrice Chart


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S&P 500

XLGPerformance

The chart shows the growth of $10,000 invested in Invesco S&P 500® Top 50 ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $49,706 for a total return of roughly 397.06%. All prices are adjusted for splits and dividends.


XLG (Invesco S&P 500® Top 50 ETF)
Benchmark (S&P 500)

XLGReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M5.47%
6M16.65%
YTD19.42%
1Y35.12%
5Y19.17%
10Y15.79%

XLGMonthly Returns Heatmap


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XLGSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Invesco S&P 500® Top 50 ETF Sharpe ratio is 2.28. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


XLG (Invesco S&P 500® Top 50 ETF)
Benchmark (S&P 500)

XLGDividends

Invesco S&P 500® Top 50 ETF granted a 0.82% dividend yield in the last twelve months, as of Jul 25, 2021. The annual payout for that period amounted to $2.77 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$2.77$2.75$3.69$3.59$3.52$3.15$3.03$2.79$2.56$2.27$1.87$1.73

Dividend yield

0.82%0.96%1.58%2.00%1.85%2.00%2.09%1.97%1.97%2.20%2.05%1.93%

XLGDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


XLG (Invesco S&P 500® Top 50 ETF)
Benchmark (S&P 500)

XLGWorst Drawdowns

The table below shows the maximum drawdowns of the Invesco S&P 500® Top 50 ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Invesco S&P 500® Top 50 ETF is 30.46%, recorded on Mar 23, 2020. It took 74 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-30.46%Feb 20, 202023Mar 23, 202074Jul 8, 202097
-19.79%Oct 4, 201856Dec 24, 201876Apr 15, 2019132
-16%Apr 16, 201055Jul 2, 2010112Dec 10, 2010167
-15.35%May 2, 2011108Oct 3, 201173Jan 18, 2012181
-13.4%Jul 21, 201526Aug 25, 201549Nov 3, 201575
-11.44%Sep 3, 202014Sep 23, 202066Dec 28, 202080
-10.81%Nov 4, 201568Feb 11, 201642Apr 13, 2016110
-10.62%Jan 29, 201844Apr 2, 201880Jul 25, 2018124
-9.04%Apr 3, 201242Jun 1, 201244Aug 3, 201286
-8.87%Oct 5, 201228Nov 15, 201252Feb 1, 201380

XLGVolatility Chart

Current Invesco S&P 500® Top 50 ETF volatility is 13.79%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


XLG (Invesco S&P 500® Top 50 ETF)
Benchmark (S&P 500)

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