XLG
+2.66 · +4.75%
$58.59 · NYSE ARCA

Invesco S&P 500® Top 50 ETF (XLG) ETF Analysis | Large Blend

Invesco · United States
AUM:$11.5B
#– 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 15.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.20% — competitive for the exposure provided.

What is XLG?

The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The index provider compiles, maintains and calculates the underlying index, which consists of the 50 largest companies in the S&P 500® Index based on float-adjusted market capitalization.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
XLG delivered 15.9% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.20% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 61.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$11.5B
Expense Ratio0.20%
Dividend Yield0.64%
Holdings50
Inception DateMay 2005
DomicileUnited States
DistributionNA
Index
ProviderInvesco
Beta1.03
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would XLG affect your portfolio?

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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
+9.9%
1Y
+13.7%
3Y
+79.5%
5Y
+89.8%
OpenBook InsightIf you had invested £10,000 in XLG 5 years ago, it would have grown to £18,978 — a gain of £8,978.

Annual Returns

Calendar year performance

XLG delivered positive returns in 4 of the last 5 calendar years.
YearXLG
2026 YTD+6.2%
2025+19.9%
2024+34.6%
2023+39.0%
2022-25.2%
CAGR 4yr+13.8%
4/5 positive yearsAvg return: +14.9%Worst year: -25.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
15.5%
Low
Momentum
+3.2%
30-day change
Support Level
61.82
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.