EGLEGlobal X S&P 500 U.S. Revenue Leaders ETF

Grow my money1y track recordRanked #2,208 of 2,960 in this goal

Seeks to provide investment results that correspond generally to the price and yield performance of the S&P 500 U.S. Revenue Leaders Index.

By Global X Funds · Launched 2025

Annual Cost

0.19%

#957 of 5,562 · low cost

Fund Size

$2M

#5,317 of 5,562 · small

Return (1Y)Goal

+13.8%

Track Record

1 year

#4,340 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$11,375+13.7%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Index tracked

S&P 500 US Revenue Leaders Index

What it actually holds

By weight

Concentration

Top 10 holdings = 33.7% of fund✓ well diversified

MICROSOFT CORPORATION

10.3%

AMAZON.COM, INC.

6.8%

BERKSHIRE HATHAWAY INC.

2.6%

JPMORGAN CHASE & CO.

2.5%

ORACLE CORPORATION

2.5%

PALANTIR TECHNOLOGIES INC.

2.5%

ELI LILLY AND COMPANY

1.9%

CISCO SYSTEMS, INC.

1.7%

MICRON TECHNOLOGY, INC.

1.5%

SALESFORCE, INC.

1.5%

Asset allocation

Stocks

100.0%

By sector

Technology

32.3%

Financial Services

13.3%

Consumer Cyclical

12.0%

Healthcare

11.4%

Industrials

10.3%

Communication

6.1%

Consumer Defensive

4.7%

Utilities

3.6%

Other

6.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

11.1%Moderate

Year-on-year price swings

Max drawdown

-9.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investment results that correspond generally to the price and yield performance of the S&P 500 U.S. Revenue Leaders Index.
Strategy: Invests primarily in securities of the S&P 500 U.S. Revenue Leaders Index, which includes companies generating at least 50% of revenues from the U.S. The Fund uses a replication strategy to achieve its objective, with a correlation target exceeding 95%.
Inception date: April 15, 2025
Fund family: Global X Funds