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SPYG vs XLG

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG, ETF) and INVESCO S&P 500 TOP 50 ETF (XLG, ETF).

5-Year PerformanceXLG has outperformed SPYG, delivering a return of +15.7% compared to +15.2%

SPYG vs XLG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SPYG
$50B
XLG
$11B
Expense Ratio
Winner
SPYG
0.04%
XLG
0.20%
Max Drawdown
SPYG
69.53%
Winner
XLG
53.81%
Sharpe Ratio
SPYG
1.39
Winner
XLG
1.47
5Y Beta
SPYG
1.22
Winner
XLG
1.07
P/E Ratio
SPYG
31.32
Winner
XLG
30.26
Forward P/E
SPYG
25.62
Winner
XLG
25.23
PEG Ratio
Winner
SPYG
0.56
XLG
0.66
5Y Dividends CAGR
Winner
SPYG
2.19%
XLG
1.27%
5Y EPS CAGR
Winner
SPYG
34.64%
XLG
31.69%
Debt to Equity
SPYG
41.81%
Winner
XLG
14.87%
P/S Ratio
SPYG
6.08
Winner
XLG
5.89
P/B Ratio
SPYG
8.81
Winner
XLG
7.55

SPYG vs XLG - Holdings Comparison

SPYG and XLG have 31 common holdings. Overlap is 68.34%

SPYG's top 25 holdings weight is 72.71%. XLG's top 25 holdings weight is 84.55%.

RankSPYGXLG
#1
NVIDIA CORP (NVDA) - 13.47%
NVIDIA CORP (NVDA) - 13.43%
#2
APPLE INC (AAPL) - 5.99%
APPLE INC (AAPL) - 11.65%
#3
MICROSOFT CORP (MSFT) - 5.94%
MICROSOFT CORP (MSFT) - 7.95%
#4
ALPHABET INC CLASS A (GOOGL) - 5.57%
AMAZON.COM INC (AMZN) - 6.67%
#5
BROADCOM INC (AVGO) - 4.95%
ALPHABET INC CLASS A (GOOGL) - 5.83%
#6
META PLATFORMS INC CLASS A (META) - 4.55%
BROADCOM INC (AVGO) - 5.15%
#7
ALPHABET INC CLASS C (GOOG) - 4.50%
ALPHABET INC CLASS C (GOOG) - 4.63%
#8
TESLA INC (TSLA) - 4.23%
META PLATFORMS INC CLASS A (META) - 3.45%
#9
AMAZON.COM INC (AMZN) - 4.02%
TESLA INC (TSLA) - 3.14%
#10
ELI LILLY AND CO (LLY) - 2.68%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.28%
#11
VISA INC CLASS A (V) - 1.89%
ELI LILLY AND CO (LLY) - 2.17%
#12
JPMORGAN CHASE & CO (JPM) - 1.59%
JPMORGAN CHASE & CO (JPM) - 2.13%
#13
MASTERCARD INC CLASS A (MA) - 1.51%
ADVANCED MICRO DEVICES INC (AMD) - 2.11%
#14
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46%
EXXON MOBIL CORP (XOM) - 1.61%
#15
NETFLIX INC (NFLX) - 1.30%
JOHNSON & JOHNSON (JNJ) - 1.43%
#16
n/a (PLTR) - 1.30%
VISA INC CLASS A (V) - 1.41%
#17
COSTCO WHOLESALE CORP (COST) - 1.24%
WALMART INC (WMT) - 1.34%
#18
WALMART INC (WMT) - 1.10%
CISCO SYSTEMS INC (CSCO) - 1.20%
#19
ORACLE CORP (ORCL) - 0.96%
COSTCO WHOLESALE CORP (COST) - 1.15%
#20
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.91%
CATERPILLAR INC (CAT) - 1.09%
#21
CATERPILLAR INC (CAT) - 0.85%
MASTERCARD INC CLASS A (MA) - 1.03%
#22
SALESFORCE INC (CRM) - 0.80%
ABBVIE INC (ABBV) - 0.97%
#23
AMERICAN EXPRESS CO (AXP) - 0.66%
NETFLIX INC (NFLX) - 0.95%
#24
INTUITIVE SURGICAL INC (ISRG) - 0.64%
BANK OF AMERICA CORP (BAC) - 0.89%
#25
INTUIT INC (INTU) - 0.60%
CHEVRON CORP (CVX) - 0.89%
Total Holdings21753

SPYG vs XLG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SPYG
+2.46%
XLG
+1.39%
3M
Winner
SPYG
+12.46%
XLG
+8.87%
6M
Winner
SPYG
+8.40%
XLG
+4.48%
1Y
Winner
SPYG
+29.52%
XLG
+26.37%
5Y(CAGR)
SPYG
+15.16%
Winner
XLG
+15.70%
10Y(CAGR)
Winner
SPYG
+17.71%
XLG
+16.97%
Max(CAGR)
SPYG
+7.47%
Winner
XLG
+11.55%

SPYG vs XLG - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearSPYGXLG
2026+9.32%+5.50%
2025+22.14%+19.86%
2024+38.20%+34.63%
2023+31.60%+38.98%
2022-29.96%-25.22%
2021+33.93%+32.52%
2020+31.62%+22.59%
2019+31.17%+31.49%
2018-0.94%-4.27%
2017+26.39%+22.13%
2016+9.02%+13.05%
2015+5.36%+4.39%
2014+16.12%+12.19%
2013+29.29%+25.40%
2012+12.92%+13.33%
2011+3.55%+3.57%
2010+14.41%+7.41%
2009+32.10%+16.95%
2008-36.63%-32.91%
2007+11.12%+4.53%
2006+7.47%+15.92%
2005+3.63%+3.78%
2004+5.84%N/A
2003+25.42%N/A
2002-31.07%N/A
2001-19.84%N/A
2000-24.10%N/A

SPYG vs XLG Drawdown Comparison

The maximum drawdown for SPYG was -67.63%, occurring on Mar 9, 2009. Recovery took 3326 trading sessions.

The maximum drawdown for XLG was -52.40%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SPYG drawdown is -4.93%. The current XLG drawdown is -3.68%.

RankSPYGXLG
#1-67.63%
Oct 2, 2000 - Dec 23, 2013
-52.40%
Oct 9, 2007 - Aug 16, 2012
#2-32.67%
Dec 27, 2021 - Mar 1, 2024
-30.45%
Feb 19, 2020 - Jul 8, 2020
#3-31.26%
Feb 19, 2020 - Jun 10, 2020
-28.03%
Jan 3, 2022 - Nov 20, 2023
#4-22.15%
Feb 19, 2025 - Jun 24, 2025
-20.71%
Feb 19, 2025 - Jun 26, 2025
#5-20.60%
Oct 1, 2018 - Apr 23, 2019
-19.78%
Oct 3, 2018 - Apr 15, 2019
#6-13.76%
Oct 29, 2025 - Apr 15, 2026
-13.40%
Jul 20, 2015 - Nov 3, 2015
#7-13.33%
Nov 3, 2015 - Jul 8, 2016
-12.42%
Oct 29, 2025 - Apr 22, 2026
#8-12.75%
Jul 10, 2024 - Oct 14, 2024
-11.32%
Jul 10, 2024 - Oct 9, 2024
#9-11.79%
Jul 20, 2015 - Oct 29, 2015
-11.15%
Sep 2, 2020 - Dec 28, 2020
#10-11.02%
Sep 2, 2020 - Dec 1, 2020
-10.81%
Nov 3, 2015 - Apr 13, 2016
#11-9.87%
Jan 26, 2018 - Jun 4, 2018
-10.62%
Jan 26, 2018 - Jul 25, 2018
#12-8.70%
Feb 12, 2021 - Apr 5, 2021
-8.87%
Oct 4, 2012 - Feb 1, 2013
#13-7.39%
Sep 19, 2014 - Oct 31, 2014
-8.26%
Apr 29, 2019 - Jul 2, 2019
#14-7.24%
Sep 3, 2021 - Oct 26, 2021
-7.99%
Jul 16, 2007 - Sep 19, 2007
#15-6.81%
Mar 22, 2024 - May 14, 2024
-7.30%
Sep 19, 2014 - Oct 31, 2014

Correlation

Correlation between SPYG and XLG is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2000 - 2026)

SPYG vs XLG dividend yield comparison.

YearSPYGXLG
20260.11%0.15%
20250.52%0.64%
20240.60%0.72%
20231.15%0.97%
20221.03%1.34%
20210.62%0.94%
20200.90%1.25%
20191.37%1.58%
20181.51%2.00%
20171.41%1.85%
20161.55%2.00%
20151.57%2.09%
20141.37%1.97%
20131.42%1.97%
20121.81%2.21%
20111.64%2.61%
20100.71%1.93%
20090.90%2.31%
20081.35%3.10%
20070.82%1.98%
20060.74%1.72%
20050.73%1.00%
20041.33%0.00%
20030.50%0.00%
20020.47%0.00%
20010.22%0.00%
20000.03%0.00%

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