XLG vs. MAGSX
Compare and contrast key facts about Invesco S&P 500® Top 50 ETF (XLG) and Madison Aggressive Allocation Fund (MAGSX).
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. MAGSX is managed by Madison Funds. It was launched on Jun 29, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XLG or MAGSX.
Correlation
The correlation between XLG and MAGSX is 0.88, 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
XLG vs. MAGSX - Performance Comparison
Key characteristics
XLG:
0.53
MAGSX:
0.07
XLG:
0.87
MAGSX:
0.19
XLG:
1.12
MAGSX:
1.03
XLG:
0.56
MAGSX:
0.06
XLG:
2.10
MAGSX:
0.25
XLG:
5.49%
MAGSX:
3.82%
XLG:
21.86%
MAGSX:
13.81%
XLG:
-52.39%
MAGSX:
-56.42%
XLG:
-14.60%
MAGSX:
-9.31%
Returns By Period
In the year-to-date period, XLG achieves a -11.58% return, which is significantly lower than MAGSX's -3.52% return. Over the past 10 years, XLG has outperformed MAGSX with an annualized return of 13.47%, while MAGSX has yielded a comparatively lower 0.20% annualized return.
XLG
-11.58%
-7.51%
-7.69%
8.86%
16.60%
13.47%
MAGSX
-3.52%
-4.78%
-6.89%
-0.49%
2.11%
0.20%
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XLG vs. MAGSX - Expense Ratio Comparison
XLG has a 0.20% expense ratio, which is lower than MAGSX's 0.71% expense ratio.
Risk-Adjusted Performance
XLG vs. MAGSX — Risk-Adjusted Performance Rank
XLG
MAGSX
XLG vs. MAGSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500® Top 50 ETF (XLG) and Madison Aggressive Allocation Fund (MAGSX). 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.
Dividends
XLG vs. MAGSX - Dividend Comparison
XLG's dividend yield for the trailing twelve months is around 0.82%, less than MAGSX's 2.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XLG Invesco S&P 500® Top 50 ETF | 0.82% | 0.72% | 0.97% | 1.34% | 0.94% | 1.25% | 1.58% | 2.00% | 1.85% | 2.00% | 2.09% | 1.97% |
MAGSX Madison Aggressive Allocation Fund | 2.09% | 2.02% | 1.89% | 1.26% | 2.89% | 0.77% | 1.33% | 1.37% | 1.22% | 1.15% | 0.95% | 1.68% |
Drawdowns
XLG vs. MAGSX - Drawdown Comparison
The maximum XLG drawdown since its inception was -52.39%, smaller than the maximum MAGSX drawdown of -56.42%. Use the drawdown chart below to compare losses from any high point for XLG and MAGSX. For additional features, visit the drawdowns tool.
Volatility
XLG vs. MAGSX - Volatility Comparison
Invesco S&P 500® Top 50 ETF (XLG) has a higher volatility of 14.86% compared to Madison Aggressive Allocation Fund (MAGSX) at 10.21%. This indicates that XLG's price experiences larger fluctuations and is considered to be riskier than MAGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.