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

Correlation

The correlation between TOPT and XLG is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Performance

TOPT vs. XLG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Top 20 U.S. Stocks ETF (TOPT) 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

Daily Std Dev

TOPT:

27.46%

XLG:

22.31%

Max Drawdown

TOPT:

-21.21%

XLG:

-52.39%

Current Drawdown

TOPT:

-3.94%

XLG:

-4.40%

Returns By Period

In the year-to-date period, TOPT achieves a -0.47% return, which is significantly higher than XLG's -1.01% return.


TOPT

YTD

-0.47%

1M

7.96%

6M

2.31%

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

XLG

YTD

-1.01%

1M

7.68%

6M

0.37%

1Y

14.03%

3Y*

17.73%

5Y*

17.70%

10Y*

14.73%

*Annualized

Compare stocks, funds, or ETFs

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


iShares Top 20 U.S. Stocks ETF

Invesco S&P 500® Top 50 ETF

TOPT vs. XLG - Expense Ratio Comparison

Both TOPT and XLG have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

TOPT vs. XLG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TOPT

XLG
The Risk-Adjusted Performance Rank of XLG is 6060
Overall Rank
The Sharpe Ratio Rank of XLG is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of XLG is 5959
Sortino Ratio Rank
The Omega Ratio Rank of XLG is 5959
Omega Ratio Rank
The Calmar Ratio Rank of XLG is 6666
Calmar Ratio Rank
The Martin Ratio Rank of XLG is 5959
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.

TOPT vs. XLG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Top 20 U.S. Stocks ETF (TOPT) 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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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

TOPT vs. XLG - Dividend Comparison

TOPT's dividend yield for the trailing twelve months is around 0.18%, less than XLG's 0.73% yield.


TTM20242023202220212020201920182017201620152014
TOPT
iShares Top 20 U.S. Stocks ETF
0.18%0.08%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XLG
Invesco S&P 500® Top 50 ETF
0.73%0.72%0.97%1.34%0.94%1.25%1.58%2.00%1.85%2.00%2.09%1.97%

Drawdowns

TOPT vs. XLG - Drawdown Comparison

The maximum TOPT drawdown since its inception was -21.21%, smaller than the maximum XLG drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for TOPT and XLG.


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

TOPT vs. XLG - Volatility Comparison


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