XLGInvesco S&P 500 Top 50 ETF
Tracks the S&P 500 Top 50 Index.
By Invesco · Launched 2005
Annual Cost
0.20%
#934 of 5,861 · low cost
Fund Size
$10.3B
#278 of 5,861 · large
Return (1Y)Goal
+13.6%
Track Record
21 years
#222 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,176+11.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
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%
By sector
Technology
49.5%
Communication
13.5%
Consumer Cyclical
10.0%
Financial Services
9.7%
Healthcare
6.6%
Consumer Defensive
5.0%
Industrials
2.9%
Energy
2.2%
Other
0.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.8%Moderate
Year-on-year price swings
Max drawdown
-30.5%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.95Decent risk-adjusted returns
Sortino (3Y)
1.39Good 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 2026-08-04