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XLG vs. BUZZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

XLG vs. BUZZ - Performance Comparison

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

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Returns By Period

In the year-to-date period, XLG achieves a 3.62% return, which is significantly lower than BUZZ's 13.20% return.


XLG

1D
0.10%
1M
-3.40%
YTD
3.62%
6M
4.26%
1Y
21.79%
3Y*
22.23%
5Y*
15.12%
10Y*
16.96%

BUZZ

1D
-0.27%
1M
-0.97%
YTD
13.20%
6M
9.20%
1Y
31.99%
3Y*
31.61%
5Y*
7.60%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

XLG vs. BUZZ - Yearly Performance Comparison


2026 (YTD)20252024202320222021
XLG
Invesco S&P 500 Top 50 ETF
3.62%19.51%33.49%38.16%-24.29%30.21%
BUZZ
VanEck Social Sentiment ETF
13.20%30.61%33.74%54.64%-47.67%-4.47%

Correlation

The correlation between XLG and BUZZ is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.70

Correlation (3Y)
Calculated over the trailing 3-year period

0.74

Correlation (5Y)
Calculated over the trailing 5-year period

0.77

Correlation (All Time)
Calculated using the full available price history since Mar 4, 2021

0.76

The correlation between XLG and BUZZ has been stable across timeframes, ranging from 0.70 to 0.77 - a consistent structural relationship.

XLG vs. BUZZ - Sectors Allocation Comparison


Sectors
XLG
BUZZ

Technology

43.9%
42.7%

Communication Services

17.1%
14.6%

Consumer Cyclical

11.3%
14.5%

Financial Services

9.6%
13.9%

Healthcare

7.0%
4.9%

Consumer Defensive

5.8%
1.4%

Energy

2.7%
2.5%

Industrials

1.9%
3.8%

Basic Materials

0.6%
0.7%

Real Estate

-

-

Utilities

-

0.9%

Technology

XLG
43.9%
BUZZ
42.7%

Communication Services

XLG
17.1%
BUZZ
14.6%

Consumer Cyclical

XLG
11.3%
BUZZ
14.5%

Financial Services

XLG
9.6%
BUZZ
13.9%

Healthcare

XLG
7.0%
BUZZ
4.9%

Consumer Defensive

XLG
5.8%
BUZZ
1.4%

Energy

XLG
2.7%
BUZZ
2.5%

Industrials

XLG
1.9%
BUZZ
3.8%

Basic Materials

XLG
0.6%
BUZZ
0.7%

Real Estate

XLG

-

BUZZ

-

Utilities

XLG

-

BUZZ
0.9%

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Return for Risk

XLG vs. BUZZ — Risk / Return Rank

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

XLG
XLG Risk / Return Rank: 4848
Overall Rank
XLG Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
XLG Sortino Ratio Rank: 5050
Sortino Ratio Rank
XLG Omega Ratio Rank: 5252
Omega Ratio Rank
XLG Calmar Ratio Rank: 4040
Calmar Ratio Rank
XLG Martin Ratio Rank: 4545
Martin Ratio Rank

BUZZ
BUZZ Risk / Return Rank: 2727
Overall Rank
BUZZ Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
BUZZ Sortino Ratio Rank: 2929
Sortino Ratio Rank
BUZZ Omega Ratio Rank: 2929
Omega Ratio Rank
BUZZ Calmar Ratio Rank: 2525
Calmar Ratio Rank
BUZZ Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

XLG vs. BUZZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 Top 50 ETF (XLG) and VanEck Social Sentiment ETF (BUZZ). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


XLGBUZZDifference
Sharpe ratioReturn per unit of total volatility

+0.61

Sortino ratioReturn per unit of downside risk

+0.75

Omega ratioGain probability vs. loss probability

1.29

1.18

+0.11

Calmar ratioReturn relative to maximum drawdown

1.76

1.05

+0.71

Martin ratioReturn relative to average drawdown

6.46

2.54

+3.92

XLG vs. BUZZ - Sharpe Ratio Comparison

The current XLG Sharpe Ratio is 1.60, which is higher than the BUZZ Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of XLG and BUZZ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

XLG vs. BUZZ - Drawdown Comparison

The maximum XLG drawdown since its inception was -52.39%, smaller than the maximum BUZZ drawdown of -56.87%. Use the drawdown chart below to compare losses from any high point for XLG and BUZZ.


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Drawdown Indicators


XLGBUZZDifference

Max Drawdown

Largest peak-to-trough decline

-52.39%

-56.87%

+4.48%

Max Drawdown (1Y)

Largest decline over 1 year

-12.41%

-30.47%

+18.06%

Max Drawdown (3Y)

Largest decline over 3 years

-20.70%

-30.47%

+9.77%

Max Drawdown (5Y)

Largest decline over 5 years

-28.02%

-56.87%

+28.85%

Max Drawdown (10Y)

Largest decline over 10 years

-30.46%

Current Drawdown

Current decline from peak

-5.06%

-9.85%

+4.79%

Average Drawdown

Average peak-to-trough decline

-7.64%

-23.91%

+16.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.38%

12.65%

-9.27%

Volatility

XLG vs. BUZZ - Volatility Comparison

The current volatility for Invesco S&P 500 Top 50 ETF (XLG) is 4.31%, while VanEck Social Sentiment ETF (BUZZ) has a volatility of 12.00%. This indicates that XLG experiences smaller price fluctuations and is considered to be less risky than BUZZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XLGBUZZDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.31%

12.00%

-7.69%

Volatility (6M)

Calculated over the trailing 6-month period

10.41%

25.17%

-14.76%

Volatility (1Y)

Calculated over the trailing 1-year period

13.70%

32.59%

-18.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.73%

33.19%

-14.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.87%

32.88%

-14.01%

XLG vs. BUZZ - Expense Ratio Comparison

XLG has a 0.20% expense ratio, which is lower than BUZZ's 0.75% expense ratio.


Dividends

XLG vs. BUZZ - Dividend Comparison

XLG's dividend yield for the trailing twelve months is around 0.62%, while BUZZ has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
BUZZ
VanEck Social Sentiment ETF
0.00%0.00%0.50%0.52%0.40%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XLG
Invesco S&P 500 Top 50 ETF
0.62%0.64%0.72%0.97%1.34%0.94%1.25%1.58%2.00%1.85%2.00%2.09%

Frequently Asked Questions


XLG and BUZZ have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BUZZ has higher volatility (12.00%) compared to XLG (4.31%). In terms of maximum drawdown, XLG dropped -52.39% vs BUZZ's -56.87%.

On 5-year performance, XLG leads with 15.12% vs 7.60% for BUZZ. On fees, XLG is cheaper at 0.20% per year. On volatility, XLG has been the lower-risk option at 4.31%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, XLG has performed better with a 15.12% return vs 7.60%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

XLG is cheaper with a 0.20% expense ratio, compared with 0.75% for BUZZ.

XLG has the higher dividend yield at 0.62%, compared with 0.00% for BUZZ.

XLG is categorized as S&P 500, while BUZZ is Large Cap Growth Equities. XLG tracks S&P 500 Top 50 Index, while BUZZ tracks BUZZ NextGen AI US Sentiment Leaders Index. They also come from different issuers: Invesco and VanEck. Their fees differ too: 0.20% for XLG and 0.75% for BUZZ.

XLG currently has the higher Sharpe Ratio (1.60 vs 0.99), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for XLG and BUZZ

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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