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BIG vs. XLG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BIG vs. XLG

Last updated May 11, 2025

Compare and contrast key facts about Big Lots, Inc. (BIG) and Invesco S&P 500® Top 50 ETF (XLG).

XLG is a passively managed fund by Invesco that tracks the performance of the Russell Top 50 Index. It was launched on May 10, 2005.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIG or XLG.

Correlation

The correlation between BIG and XLG is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

BIG vs. XLG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Big Lots, Inc. (BIG) and Invesco S&P 500® Top 50 ETF (XLG). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

BIG

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

XLG

YTD

-6.54%

1M

7.00%

6M

-6.11%

1Y

11.03%

5Y*

16.98%

10Y*

14.18%

*Annualized

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Risk-Adjusted Performance

BIG vs. XLG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BIG
The Risk-Adjusted Performance Rank of BIG is 33
Overall Rank
The Sharpe Ratio Rank of BIG is 1010
Sharpe Ratio Rank
The Sortino Ratio Rank of BIG is 11
Sortino Ratio Rank
The Omega Ratio Rank of BIG is 22
Omega Ratio Rank
The Calmar Ratio Rank of BIG is 11
Calmar Ratio Rank
The Martin Ratio Rank of BIG is 11
Martin Ratio Rank
XLG
The Risk-Adjusted Performance Rank of XLG is 6262
Overall Rank
The Sharpe Ratio Rank of XLG is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of XLG is 6161
Sortino Ratio Rank
The Omega Ratio Rank of XLG is 6262
Omega Ratio Rank
The Calmar Ratio Rank of XLG is 6767
Calmar Ratio Rank
The Martin Ratio Rank of XLG is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BIG vs. XLG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Big Lots, Inc. (BIG) and Invesco S&P 500® Top 50 ETF (XLG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

BIG vs. XLG - Dividend Comparison

BIG has not paid dividends to shareholders, while XLG's dividend yield for the trailing twelve months is around 0.78%.

TTM20242023202220212020201920182017201620152014
BIG
Big Lots, Inc.		0.00%0.00%3.85%8.16%2.66%2.80%4.18%4.15%1.78%1.67%1.97%1.27%
XLG
Invesco S&P 500® Top 50 ETF		0.78%0.72%0.97%1.34%0.94%1.25%1.58%2.00%1.85%2.00%2.09%1.97%

Drawdowns

BIG vs. XLG - Drawdown Comparison

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Volatility

BIG vs. XLG - Volatility Comparison

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