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 57.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.64 | 505.9 Mil | Technology |
Apple Inc | 10.07 | 403.1 Mil | Technology |
NVIDIA Corp | 8.57 | 343.0 Mil | Technology |
Amazon.com Inc | 6.84 | 273.9 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.49 | 179.7 Mil | Communication Services |
Alphabet Inc Class A | 3.78 | 151.4 Mil | Communication Services |
Alphabet Inc Class C | 3.20 | 127.9 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 2.99 | 119.7 Mil | Financial Services |
Eli Lilly and Co | 2.47 | 98.9 Mil | Healthcare |
Broadcom Inc | 2.33 | 93.2 Mil | Technology |