XLG vs SPYI
Comparison between INVESCO S&P 500 TOP 50 ETF (XLG, ETF) and NEOS S&P 500(R) HIGH INCOME ETF (SPYI, ETF).
XLG vs SPYI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XLG
$10B
Winner
SPYI
$10B
Expense Ratio
Winner
XLG
0.20%
SPYI
0.68%
Max Drawdown
XLG
53.81%
Winner
SPYI
18.53%
Sharpe Ratio
XLG
0.94
Winner
SPYI
1.36
5Y Beta
XLG
1.06
Winner
SPYI
0.83
P/E Ratio
XLG
31.37
Winner
SPYI
28.26
Forward P/E
XLG
23.12
Winner
SPYI
20.94
PEG Ratio
XLG
0.42
SPYI
N/A
5Y Dividends CAGR
XLG
2.46%
SPYI
N/A
5Y EPS CAGR
Winner
XLG
31.63%
SPYI
28.18%
Debt to Equity
Winner
XLG
17.79%
SPYI
41.58%
P/S Ratio
XLG
6.24
Winner
SPYI
3.63
P/B Ratio
XLG
8.01
Winner
SPYI
5.46
XLG vs SPYI - Holdings Comparison
XLG and SPYI have 21 common holdings. Overlap is 45.80%
XLG's top 25 holdings weight is 81.29%. SPYI's top 25 holdings weight is 49.30%.
| Rank | XLG | SPYI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 12.19% | NVIDIA CORP (NVDA) - 7.38% |
| #2 | APPLE INC (AAPL) - 11.34% | APPLE INC (AAPL) - 7.01% |
| #3 | MICROSOFT CORP (MSFT) - 7.02% | MICROSOFT CORP (MSFT) - 4.46% |
| #4 | AMAZON.COM INC (AMZN) - 5.88% | AMAZON.COM INC (AMZN) - 3.73% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 5.23% | ALPHABET INC CLASS A (GOOGL) - 3.34% |
| #6 | BROADCOM INC (AVGO) - 4.54% | BROADCOM INC (AVGO) - 2.72% |
| #7 | ALPHABET INC CLASS C (GOOG) - 4.18% | ALPHABET INC CLASS C (GOOG) - 2.66% |
| #8 | META PLATFORMS INC CLASS A (META) - 3.26% | META PLATFORMS INC CLASS A (META) - 2.07% |
| #9 | TESLA INC (TSLA) - 2.73% | TESLA INC (TSLA) - 1.76% |
| #10 | MICRON TECHNOLOGY INC (MU) - 2.64% | MICRON TECHNOLOGY INC (MU) - 1.60% |
| #11 | ELI LILLY AND CO (LLY) - 2.37% | ELI LILLY AND CO (LLY) - 1.50% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.24% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% |
| #13 | JPMORGAN CHASE & CO (JPM) - 2.19% | JPMORGAN CHASE & CO (JPM) - 1.41% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 2.08% | ADVANCED MICRO DEVICES INC (AMD) - 1.29% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.56% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.16% |
| #16 | EXXON MOBIL CORP (XOM) - 1.44% | JOHNSON & JOHNSON (JNJ) - 0.99% |
| #17 | VISA INC CLASS A (V) - 1.42% | EXXON MOBIL CORP (XOM) - 0.91% |
| #18 | INTEL CORP (INTC) - 1.28% | VISA INC CLASS A (V) - 0.91% |
| #19 | WALMART INC (WMT) - 1.22% | INTEL CORP (INTC) - 0.79% |
| #20 | APPLIED MATERIALS INC (AMAT) - 1.12% | WALMART INC (WMT) - 0.75% |
| #21 | CISCO SYSTEMS INC (CSCO) - 1.11% | QUANTA SERVICES INC (PWR) - 0.30% |
| #22 | ABBVIE INC (ABBV) - 1.10% | AMERICAN EXPRESS CO (AXP) - 0.29% |
| #23 | CATERPILLAR INC (CAT) - 1.08% | ANALOG DEVICES INC (ADI) - 0.29% |
| #24 | COSTCO WHOLESALE CORP (COST) - 1.04% | NEXTERA ENERGY INC (NEE) - 0.28% |
| #25 | LAM RESEARCH CORP (LRCX) - 1.03% | VERIZON COMMUNICATIONS INC (VZ) - 0.28% |
| Total Holdings | 54 | 472 |
XLG vs SPYI - Historical Returns
Returns include dividend reinvestment.
1M
XLG
-1.02%
Winner
SPYI
+0.74%
3M
XLG
+3.65%
Winner
SPYI
+5.66%
6M
XLG
+4.80%
Winner
SPYI
+7.06%
1Y
XLG
+17.00%
Winner
SPYI
+18.75%
5Y(CAGR)
XLG
+14.20%
SPYI
N/A
10Y(CAGR)
XLG
+16.52%
SPYI
N/A
Max(CAGR)
XLG
+11.43%
Winner
SPYI
+15.22%
XLG vs SPYI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XLG | SPYI |
|---|---|---|
| 2026 | +4.41% | +8.10% |
| 2025 | +19.86% | +16.80% |
| 2024 | +34.63% | +19.49% |
| 2023 | +38.98% | +18.18% |
| 2022 | -25.22% | -2.44% |
| 2021 | +32.52% | N/A |
| 2020 | +22.59% | N/A |
| 2019 | +31.49% | N/A |
| 2018 | -4.27% | N/A |
| 2017 | +22.13% | N/A |
| 2016 | +13.05% | N/A |
| 2015 | +4.39% | N/A |
| 2014 | +12.19% | N/A |
| 2013 | +25.40% | N/A |
| 2012 | +13.33% | N/A |
| 2011 | +3.57% | N/A |
| 2010 | +7.41% | N/A |
| 2009 | +16.95% | N/A |
| 2008 | -32.91% | N/A |
| 2007 | +4.53% | N/A |
| 2006 | +15.92% | N/A |
| 2005 | +3.78% | N/A |
XLG vs SPYI Drawdown Comparison
The maximum drawdown for XLG was -52.40%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The maximum drawdown for SPYI was -16.46%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current XLG drawdown is -4.68%. The current SPYI drawdown is -0.40%.
| Rank | XLG | SPYI |
|---|---|---|
| #1 | -52.40% Oct 9, 2007 - Aug 16, 2012 | -16.46% Feb 19, 2025 - Jun 25, 2025 |
| #2 | -30.45% Feb 19, 2020 - Jul 8, 2020 | -10.18% Sep 12, 2022 - Feb 1, 2023 |
| #3 | -28.03% Jan 3, 2022 - Nov 20, 2023 | -7.70% Feb 25, 2026 - Apr 15, 2026 |
| #4 | -20.71% Feb 19, 2025 - Jun 26, 2025 | -7.54% Jul 28, 2023 - Dec 13, 2023 |
| #5 | -19.78% Oct 3, 2018 - Apr 15, 2019 | -6.60% Jul 16, 2024 - Aug 19, 2024 |
| #6 | -13.40% Jul 20, 2015 - Nov 3, 2015 | -6.03% Feb 6, 2023 - Apr 13, 2023 |
| #7 | -12.42% Oct 29, 2025 - Apr 22, 2026 | -4.65% Mar 28, 2024 - May 15, 2024 |
| #8 | -11.32% Jul 10, 2024 - Oct 9, 2024 | -3.96% Nov 12, 2025 - Nov 28, 2025 |
| #9 | -11.15% Sep 2, 2020 - Dec 28, 2020 | -3.83% Jun 2, 2026 - Jul 10, 2026 |
| #10 | -10.81% Nov 3, 2015 - Apr 13, 2016 | -3.50% Aug 30, 2024 - Sep 19, 2024 |
| #11 | -10.62% Jan 26, 2018 - Jul 25, 2018 | -3.11% Dec 6, 2024 - Jan 22, 2025 |
| #12 | -8.87% Oct 4, 2012 - Feb 1, 2013 | -2.32% Oct 8, 2025 - Oct 20, 2025 |
| #13 | -8.26% Apr 29, 2019 - Jul 2, 2019 | -2.15% Feb 2, 2026 - Feb 25, 2026 |
| #14 | -8.01% Jun 1, 2026 - Jun 26, 2026 | -2.09% Dec 11, 2025 - Dec 22, 2025 |
| #15 | -7.99% Jul 16, 2007 - Sep 19, 2007 | -1.86% Jan 12, 2026 - Jan 27, 2026 |
Correlation
Correlation between XLG and SPYI is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2005 - 2026)
XLG vs SPYI dividend yield comparison.
| Year | XLG | SPYI |
|---|---|---|
| 2026 | 0.34% | 5.89% |
| 2025 | 0.64% | 11.70% |
| 2024 | 0.72% | 12.04% |
| 2023 | 0.97% | 12.01% |
| 2022 | 1.34% | 4.10% |
| 2021 | 0.94% | 0.00% |
| 2020 | 1.25% | 0.00% |
| 2019 | 1.58% | 0.00% |
| 2018 | 2.00% | 0.00% |
| 2017 | 1.85% | 0.00% |
| 2016 | 2.00% | 0.00% |
| 2015 | 2.09% | 0.00% |
| 2014 | 1.97% | 0.00% |
| 2013 | 1.97% | 0.00% |
| 2012 | 2.21% | 0.00% |
| 2011 | 2.61% | 0.00% |
| 2010 | 1.93% | 0.00% |
| 2009 | 2.31% | 0.00% |
| 2008 | 3.10% | 0.00% |
| 2007 | 1.98% | 0.00% |
| 2006 | 1.72% | 0.00% |
| 2005 | 1.00% | 0.00% |
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