The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
Invesco S&P 500® Top 50 ETF XLG
Morningstar’s Analysis XLG
Will XLG outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 60.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.13 | 580.2 Mil | Technology |
Apple Inc | 11.45 | 547.6 Mil | Technology |
NVIDIA Corp | 11.45 | 547.3 Mil | Technology |
Amazon.com Inc | 6.33 | 302.5 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.15 | 198.3 Mil | Communication Services |
Alphabet Inc Class A | 3.88 | 185.5 Mil | Communication Services |
Alphabet Inc Class C | 3.28 | 156.9 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 2.75 | 131.6 Mil | Financial Services |
Eli Lilly and Co | 2.56 | 122.3 Mil | Healthcare |
Broadcom Inc | 2.43 | 116.2 Mil | Technology |