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TOPT
+1.38 · +4.69%
$30.76 · NYSE ARCA

iShares Top 20 U.S. Stocks ETF (TOPT) ETF Analysis | Large Blend

iShares · USA
AUM:$473.2M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 16.8% over the past year, showing positive momentum.

What is TOPT?

The index measures the performance of the 20 largest U. companies by float-adjusted market capitalization within the S&P 500®.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
TOPT delivered 16.8% over the past year. Historical returns only — past performance is not indicative of future results.
Concentrated Holdings
Top 10 holdings account for 71.4% of the ETF — significant weight in a small number of names.
Income Component
Current yield of 0.38% — modest income alongside capital growth potential.
ETF Information
AUM$473.2M
Expense Ratio0.00%
Dividend Yield0.38%
Holdings21
Inception DateOct 2024
Domicile–
Distribution–
Index–
ProvideriShares
Beta–
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.2%
1Y
+15.5%
3Y
+36.2%
5Y
+36.2%
OpenBook InsightIf you had invested £10,000 in TOPT 5 years ago, it would have grown to £13,621 — a gain of £3,621.

Annual Returns

Calendar year performance

TOPT delivered positive returns in 3 of the last 3 calendar years.
YearTOPT
2026 YTD+8.2%
2025+20.8%
2024+5.0%
CAGR 2yr+12.6%
3/3 positive yearsAvg return: +11.3%Worst year: +5.0% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
15.4%
Low
Momentum
+2.1%
30-day change
Support Level
33.12
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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