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 58.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 11.74 | 608.6 Mil | Technology |
Microsoft Corp | 11.65 | 603.7 Mil | Technology |
NVIDIA Corp | 10.35 | 536.2 Mil | Technology |
Amazon.com Inc | 6.17 | 319.7 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 3.72 | 193.0 Mil | Communication Services |
Alphabet Inc Class A | 3.68 | 190.7 Mil | Communication Services |
Alphabet Inc Class C | 3.10 | 160.5 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 2.94 | 152.2 Mil | Financial Services |
Eli Lilly and Co | 2.45 | 127.0 Mil | Healthcare |
Broadcom Inc | 2.43 | 125.9 Mil | Technology |