XLG vs SPY
Comparison between INVESCO S&P 500 TOP 50 ETF (XLG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceXLG has outperformed SPY, delivering a return of +19.2% compared to +13.2%
XLG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLG
$11B
Winner
SPY
$784B
Expense Ratio
XLG
0.20%
Winner
SPY
0.09%
Max Drawdown
Winner
XLG
53.81%
SPY
56.47%
Sharpe Ratio
XLG
1.19
Winner
SPY
1.54
5Y Beta
XLG
1.06
Winner
SPY
1.00
P/E Ratio
XLG
29.22
Winner
SPY
27.62
Forward P/E
XLG
23.94
Winner
SPY
21.11
PEG Ratio
XLG
0.63
SPY
N/A
5Y Dividends CAGR
XLG
2.46%
Winner
SPY
6.00%
5Y EPS CAGR
Winner
XLG
31.51%
SPY
25.30%
Debt to Equity
Winner
XLG
14.41%
SPY
31.11%
P/S Ratio
XLG
5.67
Winner
SPY
3.49
P/B Ratio
XLG
7.38
Winner
SPY
5.30
XLG vs SPY - Holdings Comparison
XLG and SPY have 52 common holdings. Overlap is 58.82%
XLG's top 25 holdings weight is 84.41%. SPY's top 25 holdings weight is 51.24%.
| Rank | XLG | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.55% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | APPLE INC (AAPL) - 11.58% | APPLE INC (AAPL) - 6.81% |
| #3 | MICROSOFT CORP (MSFT) - 7.46% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | AMAZON.COM INC (AMZN) - 6.32% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.71% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | BROADCOM INC (AVGO) - 5.16% | BROADCOM INC (AVGO) - 2.77% |
| #7 | ALPHABET INC CLASS C (GOOG) - 4.60% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.34% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | TESLA INC (TSLA) - 2.98% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.38% | TESLA INC (TSLA) - 1.76% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 2.32% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | JPMORGAN CHASE & CO (JPM) - 2.32% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | ELI LILLY AND CO (LLY) - 2.30% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | EXXON MOBIL CORP (XOM) - 1.52% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.46% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | VISA INC CLASS A (V) - 1.46% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | WALMART INC (WMT) - 1.36% | VISA INC CLASS A (V) - 0.87% |
| #18 | CISCO SYSTEMS INC (CSCO) - 1.25% | INTEL CORP (INTC) - 0.85% |
| #19 | CATERPILLAR INC (CAT) - 1.21% | WALMART INC (WMT) - 0.82% |
| #20 | COSTCO WHOLESALE CORP (COST) - 1.12% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | MASTERCARD INC CLASS A (MA) - 1.06% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | ABBVIE INC (ABBV) - 1.01% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | BANK OF AMERICA CORP (BAC) - 0.99% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | GE AEROSPACE (GE) - 0.99% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | UNITEDHEALTH GROUP INC (UNH) - 0.96% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 54 | 505 |
XLG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
XLG
-5.40%
Winner
SPY
-1.37%
3M
XLG
+9.14%
Winner
SPY
+12.22%
6M
XLG
+0.73%
Winner
SPY
+7.20%
1Y
XLG
+19.95%
Winner
SPY
+23.58%
5Y(CAGR)
Winner
XLG
+19.19%
SPY
+13.19%
10Y(CAGR)
Winner
XLG
+28.51%
SPY
+15.12%
Max(CAGR)
Winner
XLG
+29.01%
SPY
+8.44%
XLG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLG | SPY |
|---|---|---|
| 2026 | +1.96% | +7.95% |
| 2025 | +19.86% | +18.00% |
| 2024 | +34.63% | +25.59% |
| 2023 | +46.54% | +26.72% |
| 2022 | -16.52% | -18.64% |
| 2021 | +45.70% | +30.52% |
| 2020 | +40.75% | +17.28% |
| 2019 | +52.97% | +31.09% |
| 2018 | +12.93% | -5.24% |
| 2017 | +45.36% | +20.78% |
| 2016 | +35.93% | +13.59% |
| 2015 | +25.91% | +1.31% |
| 2014 | +34.17% | +14.56% |
| 2013 | +51.69% | +29.00% |
| 2012 | +37.34% | +14.17% |
| 2011 | +30.93% | +0.85% |
| 2010 | +28.60% | +13.14% |
| 2009 | +47.95% | +22.67% |
| 2008 | -16.61% | -36.25% |
| 2007 | +24.29% | +5.32% |
| 2006 | +36.76% | +13.85% |
| 2005 | +13.16% | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
XLG vs SPY Drawdown Comparison
The maximum drawdown for XLG was -38.81%, occurring on Mar 9, 2009. Recovery took 402 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current XLG drawdown is -6.91%. The current SPY drawdown is -3.18%.
| Rank | XLG | SPY |
|---|---|---|
| #1 | -38.81% Dec 26, 2007 - Jul 31, 2009 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -28.95% Feb 19, 2020 - Jun 5, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -23.63% Jan 3, 2022 - May 17, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -20.71% Feb 19, 2025 - Jun 26, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -17.72% Oct 3, 2018 - Feb 25, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -15.07% Jul 22, 2011 - Oct 27, 2011 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.40% Jul 20, 2015 - Oct 16, 2015 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.19% Apr 15, 2010 - Sep 17, 2010 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.42% Oct 29, 2025 - Apr 22, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.32% Jul 10, 2024 - Oct 9, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.56% Dec 29, 2015 - Mar 18, 2016 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.25% Jan 26, 2018 - Jun 6, 2018 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.76% Oct 9, 2007 - Dec 21, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.72% Sep 2, 2020 - Nov 16, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.23% Oct 28, 2011 - Dec 16, 2011 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between XLG and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
XLG vs SPY dividend yield comparison.
| Year | XLG | SPY |
|---|---|---|
| 2026 | 0.35% | 0.50% |
| 2025 | 0.64% | 1.07% |
| 2024 | 0.72% | 1.21% |
| 2023 | 5.53% | 1.40% |
| 2022 | 13.37% | 1.65% |
| 2021 | 9.36% | 1.20% |
| 2020 | 12.50% | 1.52% |
| 2019 | 15.81% | 1.75% |
| 2018 | 19.96% | 2.04% |
| 2017 | 18.54% | 1.80% |
| 2016 | 19.98% | 2.03% |
| 2015 | 20.93% | 2.06% |
| 2014 | 19.67% | 1.87% |
| 2013 | 19.73% | 1.81% |
| 2012 | 22.05% | 2.18% |
| 2011 | 26.09% | 2.05% |
| 2010 | 19.31% | 1.80% |
| 2009 | 23.12% | 1.95% |
| 2008 | 31.02% | 3.02% |
| 2007 | 19.75% | 1.85% |
| 2006 | 17.22% | 1.73% |
| 2005 | 10.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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