The portfolio maintains a sizable 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 56.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.28 | 484.4 Mil | Technology |
Apple Inc | 10.21 | 402.8 Mil | Technology |
NVIDIA Corp | 8.45 | 333.3 Mil | Technology |
Amazon.com Inc | 6.57 | 259.3 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.02 | 158.6 Mil | Communication Services |
Alphabet Inc Class A | 3.81 | 150.2 Mil | Communication Services |
Alphabet Inc Class C | 3.23 | 127.3 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 3.05 | 120.4 Mil | Financial Services |
Eli Lilly and Co | 2.39 | 94.4 Mil | Healthcare |
Broadcom Inc | 2.36 | 93.0 Mil | Technology |