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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
XLG (Invesco S&P 500 Top 50 ETF) 7.48% 16.22% 22.23% 17.84% 15.55% 15.46% 11.14% 11.30%
Data as of 07/23/2025, AR inception is 05/10/2005
More Performance Analytics Comparison
Name Start Date End Date
XLG (Invesco S&P 500 Top 50 ETF) 05/10/2005 07/23/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 1.13 16.22 22.23 17.84 15.55 15.46 11.14 11.30 7.48 33.49 38.16 -24.29 30.77 24.15 32.04 -3.59 23.03 11.28 4.24 11.37 28.86 15.28 4.19 9.29 20.34 -33.80 4.48 18.06 3.78
Sharpe Ratio NA 0.58 1.04 0.81 0.73 NA NA 0.53 0.38 1.96 2.42 -0.98 2.24 0.72 2.34 -0.27 3.35 0.88 0.27 1.06 2.82 1.26 0.20 0.56 0.84 -0.91 0.08 1.59 0.40
Standard Deviation(%) NA 22.05 19.07 19.20 19.11 NA NA 18.94 25.53 15.25 14.40 26.25 13.75 33.11 13.05 18.51 6.70 12.54 15.78 10.67 10.24 12.19 21.16 16.32 24.11 38.17 15.91 9.27 8.47
Draw Down(%) NA 20.70 20.70 28.02 30.46 NA NA 52.40 20.70 11.32 8.75 28.02 5.59 30.46 8.26 19.79 2.29 8.94 13.40 7.30 5.02 9.04 15.36 16.00 26.21 43.24 9.76 5.84 4.61
Yield(%) 0.00 0.80 0.49 0.93 1.97 3.40 2.72 2.80 0.39 0.96 0.76 0.99 1.23 1.51 2.04 1.88 2.22 2.21 2.14 2.16 2.42 2.45 2.07 2.03 2.63 2.03 2.02 1.96 1.03
Data as of 07/23/2025, AR inception is 05/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XLG (Invesco S&P 500 Top 50 ETF) -13.12%
Feb 2006 - Feb 2009
-1.77%
Sep 2006 - Sep 2011
5.98%
Sep 2005 - Sep 2015
7.95%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XLG (Invesco S&P 500 Top 50 ETF) 28.94%
Dec 2018 - Dec 2021
20.96%
Oct 2016 - Oct 2021
17.18%
Dec 2011 - Dec 2021
16.08%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart