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 60.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 12.19 | 624.6 Mil | Technology |
Apple Inc | 11.17 | 572.7 Mil | Technology |
NVIDIA Corp | 11.04 | 566.0 Mil | Technology |
Amazon.com Inc | 6.56 | 336.2 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 4.12 | 211.3 Mil | Communication Services |
Alphabet Inc Class A | 3.94 | 202.1 Mil | Communication Services |
Alphabet Inc Class C | 3.31 | 169.5 Mil | Communication Services |
Berkshire Hathaway Inc Class B | 2.67 | 137.0 Mil | Financial Services |
Eli Lilly and Co | 2.63 | 134.6 Mil | Healthcare |
Broadcom Inc | 2.50 | 128.2 Mil | Technology |