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 56.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.46 | 496.9 Mil | Technology |
Apple Inc | 9.97 | 397.5 Mil | Technology |
NVIDIA Corp | 8.37 | 334.0 Mil | Technology |
Amazon.com Inc | 6.75 | 269.3 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.49 | 179.1 Mil | Communication Services |
Alphabet Inc Class A | 3.84 | 153.0 Mil | Communication Services |
Alphabet Inc Class C | 3.25 | 129.5 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 3.06 | 122.1 Mil | Financial Services |
Eli Lilly and Co | 2.45 | 97.5 Mil | Healthcare |
JPMorgan Chase & Co | 2.29 | 91.1 Mil | Financial Services |