Performance of XLG Invesco S&P 500 Top 50 | 45.9% in 12m

Compare XLG with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?

Compare Invesco S&P 500 Top 50 with its related Sector/Index SPY

Compare Invesco S&P 500 Top 50 with its related Sector/Index SPY

Performance Duell XLG vs SPY

TimeFrame XLG SPY
1 Week -0.16% -0.27%
1 Month 2.52% 1.40%
3 Months 7.72% 7.12%
6 Months 18.0% 14.78%
12 Months 45.9% 39.51%
YTD 30.3% 24.25%
Rel. Perf. 1m 0.07
Rel. Perf. 3m -0.10
Rel. Perf. 6m 0.28
Rel. Perf. 12m 0.34
Spearman 1m 0.87 0.670
Spearman 3m 0.90 0.924

Is Invesco S&P 500 Top 50 a good stock to buy?

Yes. Based on ValueRay Analyses, Invesco S&P 500 Top 50 (NYSE ARCA:XLG) is currently (October 2024) a good stock to buy. It has a ValueRay Growth Rating of 92.49 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of XLG as of October 2024 is 53.49. This means that XLG is currently overvalued and has a potential downside of 9.97% (Sold with Premium).

Is XLG a buy, sell or hold?

Invesco S&P 500 Top 50 has no consensus analysts rating. ValueRay therefore judges the recommendation based on the last 12 Month Returns of 45.89%.

In compare to SPDR S&P 500 Trust, XLG made 6.38% more over the last 12 months. Due to the outperformance, it is recommend to buy XLG.
Values above 0%: XLG is performing better - Values below 0%: XLG is underperforming

Compare XLG with Broad Market Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.11% 1.12% 3.22% 6.38%
US NASDAQ 100 QQQ -1.01% 0.04% 2.08% 4.81%
US Dow Jones Industrial 30 DIA 1.43% 2.63% 7.00% 16.63%
German DAX 40 DAX -0.72% 5.03% 10.17% 13.96%
Shanghai Shenzhen CSI 300 CSI 300 1.16% 5.98% 7.29% 32.43%
Hongkong Hang Seng HSI -0.55% 5.68% 4.33% 33.22%
India NIFTY 50 INDA 0.47% 8.14% 12.84% 18.61%
Brasil Bovespa EWZ -0.55% 6.86% 26.22% 47.47%

XLG Invesco S&P 500 Top 50 vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC -0.78% 0.94% 1.87% 3.08%
Consumer Discretionary XLY -1.84% 2.30% 5.71% 12.47%
Consumer Staples XLP 0.26% 4.70% 9.52% 22.85%
Energy XLE 0.81% 0.21% 23.95% 37.58%
Financial XLF -0.10% -2.04% 1.30% -2.39%
Health Care XLV 1.51% 5.27% 11.22% 24.51%
Industrial XLI 1.99% 1.80% 7.29% 5.71%
Materials XLB 2.05% 4.77% 12.08% 18.84%
Real Estate XLRE -1.05% 2.70% -3.98% 7.64%
Technology XLK 0.60% 0.25% 2.88% 4.48%
Utilities XLU 0.60% 1.79% -4.55% 5.70%
Aerospace & Defense XAR 2.62% 0.87% 1.65% 6.56%
Biotech XBI -0.51% 2.46% 2.67% -3.05%
Homebuilder XHB 3.01% 7.76% 5.01% -19.53%
Retail XRT 0.67% 4.33% 12.88% 13.92%

XLG Invesco S&P 500 Top 50 vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 2.37% 2.29% 29.41% 52.01%
Natural Gas UNG -0.84% 21.03% 28.53% 101.42%
Gold GLD -1.01% -2.84% -0.46% 6.34%
Silver SLV 0.94% -7.97% -8.42% -3.80%
Copper CPER 0.24% 5.66% 23.60% 25.45%

Returns of XLG vs. Yields & Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 0.21% 9.00% 12.66% 31.53%
iShares High Yield Corp. Bond HYG -0.32% 3.03% 11.39% 30.58%
Does Invesco S&P 500 Top 50 outperform its market, is XLG a Sector Leader?
Yes, over the last 12 months Invesco S&P 500 Top 50 (XLG) made 45.89%, while its related Sector, the SPDR S&P 500 Trust (SPY) made 39.51%.
Over the last 3 months XLG made 7.72%, while SPY made 7.12%.
Period XLG SPY S&P 500
1 Month 2.52% 1.40% 1.40%
3 Months 7.72% 7.12% 7.12%
12 Months 45.89% 39.51% 39.51%