FLAGGlobal X S&P 500 U.S. Market Leaders TOP 50 ETF

Grow my money1y track recordRanked #2,375 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 Market Leaders 50 Index.

By Global X Funds · Launched 2025

Annual Cost

0.29%

#1,391 of 5,562 · low cost

Fund Size

$2M

#5,366 of 5,562 · small

Return (1Y)Goal

+5.3%

Track Record

1 year

#4,340 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,655+6.5%

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 Market Leaders 50 Index

What it actually holds

By weight

Concentration

Top 10 holdings = 47.5% of fundmoderately concentrated

ORACLE CORPORATION

6.0%

JPMORGAN CHASE & CO.

4.9%

AMAZON.COM, INC.

4.8%

ABBVIE INC.

4.8%

MICROSOFT CORPORATION

4.6%

UNITEDHEALTH GROUP INCORPORATED

4.6%

ELI LILLY AND COMPANY

4.5%

WALMART INC.

4.5%

THE HOME DEPOT, INC.

4.4%

CISCO SYSTEMS, INC.

4.3%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Healthcare

28.4%

Technology

25.5%

Consumer Cyclical

18.3%

Consumer Defensive

10.7%

Financial Services

7.7%

Industrials

5.2%

Communication

3.8%

Energy

0.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

10.8%Moderate

Year-on-year price swings

Max drawdown

-9.3%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 Market Leaders 50 Index.
Strategy: Invests primarily in securities of the S&P 500 U.S. Revenue Market Leaders 50 Index, which tracks the top 50 U.S. companies based on a Market Leader Score. Uses a replication strategy to achieve its objective.
Inception date: April 15, 2025
Fund family: Global X Funds