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 58.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 11.99 | 521.3 Mil | Technology |
Apple Inc | 10.81 | 469.8 Mil | Technology |
NVIDIA Corp | 10.62 | 461.8 Mil | Technology |
Amazon.com Inc | 6.38 | 277.4 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.00 | 173.9 Mil | Communication Services |
Alphabet Inc Class A | 3.95 | 171.6 Mil | Communication Services |
Alphabet Inc Class C | 3.33 | 144.9 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 2.89 | 125.8 Mil | Financial Services |
Eli Lilly and Co | 2.53 | 109.9 Mil | Healthcare |
Broadcom Inc | 2.34 | 101.5 Mil | Technology |