XLGInvesco S&P 500 Top 50 ETF
Tracks the S&P 500 Top 50 Index.
By Invesco · Launched 2005
Annual Cost
0.20%
#967 of 6,040 · low cost
Fund Size
$11.1B
#270 of 6,040 · large
Return (1Y)
+11.0%
Track Record
21 years
#228 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,782+7.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 63.3% of fundconcentrated
NVIDIA Corp.
13.0%
Apple Inc.
10.7%
Microsoft Corp.
8.1%
Amazon.com, Inc.
7.0%
Alphabet Inc.
6.0%
Broadcom Inc.
4.8%
Alphabet Inc.
4.8%
Meta Platforms, Inc.
3.6%
Tesla, Inc.
2.9%
Berkshire Hathaway Inc.
2.3%
Asset allocation
Stocks
100.0%
Cash
0.0%
By sector
Technology
50.1%
Communication
13.0%
Financial Services
10.2%
Consumer Cyclical
9.9%
Healthcare
6.6%
Consumer Defensive
4.9%
Energy
2.5%
Industrials
2.3%
Other
0.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.7%Moderate
Year-on-year price swings
Max drawdown
-30.5%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.02Strong risk-adjusted returns
Sortino (3Y)
1.50Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the S&P 500 Top 50 Index.
- Strategy
- Invests at least 90% of total assets in securities that comprise the S&P 500 Top 50 Index using full replication methodology. Concentrates in the largest companies, with significant exposure to the information technology sector.
- Inception date
- May 4, 2005
- Fund family
- Invesco
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Data updated on 2026-09-18