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
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).
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.
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% |
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%.
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% |