See what your fund actually adds
Invesco S&P 500 Top 50 ETF XLG
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | XLG | Replication |
|---|---|---|
| Annualized growth | 14.6% | 13.5% |
| Annualized volatility | 18.0% | 18.8% |
| Sharpe ratio | 0.85 | 0.77 |
| Maximum drawdown | 26.8% | 30.3% |
| Replication fit (R²) | 0.97 · Tracking error 2.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model XLG’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VUG | Style · Growth | 52.7% |
| VOO | US Large Cap | 31.1% |
| XLK | Sector · Technology | 6.7% |
| XLP | Sector · Cons Staples | 5.5% |
| VOX | Sector · Communication | 4.0% |