The portfolio maintains a 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 57.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.20 | 523.2 Mil | Technology |
Apple Inc | 10.69 | 458.3 Mil | Technology |
NVIDIA Corp | 9.07 | 389.0 Mil | Technology |
Amazon.com Inc | 6.60 | 282.9 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.11 | 176.3 Mil | Communication Services |
Alphabet Inc Class A | 3.95 | 169.2 Mil | Communication Services |
Alphabet Inc Class C | 3.33 | 142.8 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 2.91 | 125.0 Mil | Financial Services |
Broadcom Inc | 2.45 | 105.1 Mil | Technology |
Eli Lilly and Co | 2.44 | 104.4 Mil | Healthcare |