(XLG) Invesco SP500 Top 50 - Performance 10.5% in 12m
Compare XLG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.02%
#32 in Group
Rel. Strength
66.78%
#2551 in Universe
Total Return 12m
10.52%
#21 in Group
Total Return 5y
156.83%
#4 in Group
12m Total Return: XLG (10.5%) vs SPY (8.8%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
Performance Comparison: XLG vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for XLG
| Total Return (including Dividends) | XLG | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.53% | -3.62% | -3.62% |
| 3 Months | -6.99% | -3.76% | -3.76% |
| 12 Months | 10.52% | 8.80% | 8.80% |
| 5 Years | 156.83% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | XLG | SPY | S&P 500 |
| 1 Month | -30.6% | -17.5% | -17.5% |
| 3 Months | -63.8% | -55.3% | -55.3% |
| 12 Months | 81.7% | 84.8% | 84.8% |
| 5 Years | 84.6% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #183 | -0.95% | -0.95% |
| 3 Month | #191 | -3.35% | -3.35% |
| 12 Month | #29 | 1.58% | 1.58% |
| 5 Years | #13 | 5.65% | 5.65% |
FAQs
Does XLG Invesco SP500 Top 50 outperforms the market?
Yes,
over the last 12 months XLG made 10.52%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months XLG made -6.99%, while SPY made -3.76%.
Over the last 3 months XLG made -6.99%, while SPY made -3.76%.
Performance Comparison XLG vs Indeces and Sectors
XLG vs. Indices XLG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.89% | -0.91% | -0.40% | 1.72% |
| US NASDAQ 100 | QQQ | 0.80% | 0.23% | 0.36% | 3.63% |
| US Dow Jones Industrial 30 | DIA | -1.95% | -1.82% | -1.43% | 2.66% |
| German DAX 40 | DAX | -0.81% | -1.72% | -18.2% | -11.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.88% | -4.80% | 7.81% | 1.44% |
| Hongkong Hang Seng | HSI | -3.69% | -7.01% | 3.99% | -7.67% |
| India NIFTY 50 | INDA | -1.51% | -11.3% | 10.5% | 10.7% |
| Brasil Bovespa | EWZ | -2.35% | -12.8% | 6.20% | 21.8% |
XLG vs. Sectors XLG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.02% | -0.39% | -8.39% | -8.08% |
| Consumer Discretionary | XLY | -0.30% | 1.09% | -1.57% | 0.23% |
| Consumer Staples | XLP | -7.36% | -2.98% | -1.27% | -0.26% |
| Energy | XLE | -4.24% | -12.4% | -7.50% | 8.44% |
| Financial | XLF | -2.06% | -1.03% | -12.4% | -10.1% |
| Health Care | XLV | -2.08% | -0.73% | 4.53% | 11.1% |
| Industrial | XLI | -1.42% | -2.91% | 0.82% | 3.50% |
| Materials | XLB | -3.16% | -4.22% | 8.22% | 15.6% |
| Real Estate | XLRE | -4.77% | -1.38% | 2.93% | -1.05% |
| Technology | XLK | 1.33% | 0.19% | 4.13% | 10.2% |
| Utilities | XLU | -6.18% | -4.88% | 0.30% | -14.3% |
| Aerospace & Defense | XAR | 1.45% | -4.22% | -3.50% | -6.74% |
| Biotech | XBI | 6.83% | 4.16% | 19.1% | 27.1% |
| Homebuilder | XHB | -0.99% | -3.04% | 20.3% | 21.6% |
| Retail | XRT | -2.47% | -1.88% | 6.37% | 20.0% |