The portfolio maintains a cost advantage over competitors, priced within the cheapest 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 57.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.11 | 484.4 Mil | Technology |
Apple Inc | 10.29 | 411.5 Mil | Technology |
NVIDIA Corp | 8.68 | 347.3 Mil | Technology |
Amazon.com Inc | 6.92 | 276.7 Mil | Consumer Cyclical |
Alphabet Inc Class A | 4.02 | 160.9 Mil | Communication Services |
Meta Platforms Inc Class A | 3.98 | 159.2 Mil | Communication Services |
Alphabet Inc Class C | 3.40 | 136.2 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 2.99 | 119.5 Mil | Financial Services |
Eli Lilly and Co | 2.47 | 98.7 Mil | Healthcare |
JPMorgan Chase & Co | 2.27 | 90.8 Mil | Financial Services |