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 56.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.42 | 491.9 Mil | Technology |
Apple Inc | 10.04 | 397.4 Mil | Technology |
NVIDIA Corp | 8.19 | 324.2 Mil | Technology |
Amazon.com Inc | 6.75 | 267.4 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.42 | 175.0 Mil | Communication Services |
Alphabet Inc Class A | 3.84 | 152.0 Mil | Communication Services |
Alphabet Inc Class C | 3.25 | 128.7 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 3.10 | 122.8 Mil | Financial Services |
Eli Lilly and Co | 2.43 | 96.2 Mil | Healthcare |
JPMorgan Chase & Co | 2.28 | 90.4 Mil | Financial Services |