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 +15.9% compared to +13.3%
XLG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLG
$9.50B
Winner
SPY
$652B
Expense Ratio
XLG
0.20%
Winner
SPY
0.09%
Max Drawdown
Winner
XLG
53.81%
SPY
56.47%
Sharpe Ratio
XLG
2.05
Winner
SPY
2.07
5Y Beta
XLG
1.07
Winner
SPY
1.00
P/E Ratio
XLG
29.77
Winner
SPY
28.24
Forward P/E
XLG
25.01
Winner
SPY
21.85
PEG Ratio
XLG
0.72
SPY
N/A
5Y Dividends CAGR
XLG
1.27%
Winner
SPY
5.43%
5Y EPS CAGR
Winner
XLG
31.70%
SPY
25.79%
Debt to Equity
Winner
XLG
3.25%
SPY
22.35%
P/S Ratio
XLG
5.92
Winner
SPY
3.55
P/B Ratio
XLG
7.33
Winner
SPY
5.29
XLG vs SPY - Holdings Comparison
XLG and SPY have 52 common holdings. Overlap is 60.44%
XLG's top 25 holdings weight is 84.16%. SPY's top 25 holdings weight is 51.32%.
| Rank | XLG | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.98% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | APPLE INC (AAPL) - 10.73% | APPLE INC (AAPL) - 6.48% |
| #3 | MICROSOFT CORP (MSFT) - 8.60% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | AMAZON.COM INC (AMZN) - 6.85% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.50% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | BROADCOM INC (AVGO) - 5.12% | BROADCOM INC (AVGO) - 3.09% |
| #7 | ALPHABET INC CLASS C (GOOG) - 4.39% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.96% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | TESLA INC (TSLA) - 2.85% | TESLA INC (TSLA) - 1.73% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.37% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | JPMORGAN CHASE & CO (JPM) - 2.27% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | ELI LILLY AND CO (LLY) - 1.87% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | EXXON MOBIL CORP (XOM) - 1.70% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | WALMART INC (WMT) - 1.51% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.48% | WALMART INC (WMT) - 0.91% |
| #16 | ADVANCED MICRO DEVICES INC (AMD) - 1.42% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | VISA INC CLASS A (V) - 1.40% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | COSTCO WHOLESALE CORP (COST) - 1.19% | VISA INC CLASS A (V) - 0.85% |
| #19 | MASTERCARD INC CLASS A (MA) - 1.12% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | NETFLIX INC (NFLX) - 1.05% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | CATERPILLAR INC (CAT) - 1.03% | INTEL CORP (INTC) - 0.65% |
| #22 | CHEVRON CORP (CVX) - 0.95% | NETFLIX INC (NFLX) - 0.64% |
| #23 | ABBVIE INC (ABBV) - 0.94% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | PROCTER & GAMBLE CO (PG) - 0.94% | CHEVRON CORP (CVX) - 0.58% |
| #25 | BANK OF AMERICA CORP (BAC) - 0.94% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 53 | 505 |
XLG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XLG
+11.51%
SPY
+9.11%
3M
Winner
XLG
+7.30%
SPY
+6.59%
6M
XLG
+7.97%
Winner
SPY
+10.56%
1Y
Winner
XLG
+35.86%
SPY
+32.04%
5Y(CAGR)
Winner
XLG
+15.90%
SPY
+13.35%
10Y(CAGR)
Winner
XLG
+17.40%
SPY
+15.49%
Max(CAGR)
Winner
XLG
+11.65%
SPY
+8.50%
XLG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | XLG | SPY |
|---|---|---|
| 2026 | +6.67% | +8.27% |
| 2025 | +19.86% | +18.00% |
| 2024 | +34.63% | +25.59% |
| 2023 | +38.98% | +26.72% |
| 2022 | -25.22% | -18.64% |
| 2021 | +32.52% | +30.52% |
| 2020 | +22.59% | +17.28% |
| 2019 | +31.49% | +31.09% |
| 2018 | -4.27% | -5.24% |
| 2017 | +22.13% | +20.78% |
| 2016 | +13.05% | +13.59% |
| 2015 | +4.39% | +1.31% |
| 2014 | +12.19% | +14.56% |
| 2013 | +25.40% | +29.00% |
| 2012 | +13.33% | +14.17% |
| 2011 | +3.57% | +0.85% |
| 2010 | +7.41% | +13.14% |
| 2009 | +16.95% | +22.67% |
| 2008 | -32.91% | -36.25% |
| 2007 | +4.53% | +5.32% |
| 2006 | +15.92% | +13.85% |
| 2005 | +3.78% | +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 -52.40%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | XLG | SPY |
|---|---|---|
| #1 | -52.40% Oct 9, 2007 - Aug 16, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -30.45% Feb 19, 2020 - Jul 8, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -28.03% Jan 3, 2022 - Nov 20, 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 | -19.78% Oct 3, 2018 - Apr 15, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.40% Jul 20, 2015 - Nov 3, 2015 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.42% Oct 29, 2025 - Apr 22, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -11.32% Jul 10, 2024 - Oct 9, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -11.15% Sep 2, 2020 - Dec 28, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.81% Nov 3, 2015 - Apr 13, 2016 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.62% Jan 26, 2018 - Jul 25, 2018 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -8.87% Oct 4, 2012 - Feb 1, 2013 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.26% Apr 29, 2019 - Jul 2, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -7.99% Jul 16, 2007 - Sep 19, 2007 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -7.30% Sep 19, 2014 - Oct 31, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between XLG and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
XLG vs SPY dividend yield comparison.
| Year | XLG | SPY |
|---|---|---|
| 2026 | 0.15% | 0.24% |
| 2025 | 0.64% | 1.07% |
| 2024 | 0.72% | 1.21% |
| 2023 | 0.97% | 1.40% |
| 2022 | 1.34% | 1.65% |
| 2021 | 0.94% | 1.20% |
| 2020 | 1.25% | 1.52% |
| 2019 | 1.58% | 1.75% |
| 2018 | 2.00% | 2.04% |
| 2017 | 1.85% | 1.80% |
| 2016 | 2.00% | 2.03% |
| 2015 | 2.09% | 2.06% |
| 2014 | 1.97% | 1.87% |
| 2013 | 1.97% | 1.81% |
| 2012 | 2.21% | 2.18% |
| 2011 | 2.61% | 2.05% |
| 2010 | 1.93% | 1.80% |
| 2009 | 2.31% | 1.95% |
| 2008 | 3.10% | 3.02% |
| 2007 | 1.98% | 1.85% |
| 2006 | 1.72% | 1.73% |
| 2005 | 1.00% | 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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