The portfolio maintains a sizable cost advantage over competitors, priced within the lowest 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 58.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 12.05 | 810.4 Mil | Technology |
Microsoft Corp | 11.17 | 751.1 Mil | Technology |
NVIDIA Corp | 10.63 | 714.9 Mil | Technology |
Amazon.com Inc | 6.22 | 418.3 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.32 | 290.6 Mil | Communication Services |
Alphabet Inc Class A | 3.32 | 223.4 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 2.90 | 194.9 Mil | Financial Services |
Broadcom Inc | 2.89 | 194.2 Mil | Technology |
Alphabet Inc Class C | 2.74 | 184.3 Mil | Communication Services |
Eli Lilly and Co | 2.50 | 168.1 Mil | Healthcare |