The Maverick ETF Rewriting the Rules of Market Success

[View in browser]( [The Spill Logo] BROUGHT TO YOU BY: [Logo]( Proprietary Data Insights Financial Pros’ Top S&P 500 Strategy ETF Searches in the Last Month Rank Name Searches #1 'SPDR S&P 500 ETF 2,542 #2 'Invesco S&P 500 Equal Weight ETF 14 #3 'Invesco S&P 500 Top 50 ETF 6 #4 'iShares S&P 500 Growth ETF 5 #5 'ProShares S&P 500 Aristocrats 4 #ad [It's time you learn about Alternative Investments!]( Brought to you by [Masterworks]( [Billionaires wanted it, but 54,578 everyday investors got it first… and profited]( [Masterworks - Billionaires wanted it, but 54,578 everyday investors got it first… and profited]( When incredibly rare and valuable assets come up for sale, it's typically the wealthiest people that end up taking home an amazing investment. But not always… One platform is taking on the billionaires at their own game, buying up and securitizing some of history’s most prized blue-chip artworks for its investors. In just the last few years, its investors have realized annualized net returns of 17.8%, 21.5%, 35% and more from these opportunities. It's called Masterworks. Their nearly $1 billion collection includes works by greats like Banksy, Picasso, and Basquiat, all of which are collectively owned by everyday investors. When Masterworks sells a painting – like the 14 it's already sold – investors reap their portion of the net proceeds. It's easy to get started but offerings can sell out in minutes. However, as a trusted partner, you can skip the waitlist to join with this exclusive link. [Skip the waitlist]( See important Regulation A disclosures at [masterworks.com/cd](. The Maverick ETF Rewriting the Rules of Market Success The S&P 500 ETF (SPY) is far and away the most popular ETF amongst financial pros. But buying an ETF that mirrors the index isn’t the only, nor the most profitable, way to invest. Today, we want to explore an ETF that takes a unique approach and offers some key insights about investing as a whole. Key Facts About XLG - Net assets: $2.38 billion - 12-month trailing yield: 1.08% - Inception: May 4, 2005 - Expense ratio: 0.20% - Number of holdings: 53 Is bigger always better? According to Invesco’s S&P 500 Top 50 ETF (XLG), yes it is. Comprised of the top 50 companies in the S&P 500 weighted by market cap, the XLG outperformed all other S&P 500-style ETFs on our list. Unsurprisingly, the ETF is heavily weighted towards technology stocks. [Allocation] [Source: Invesco]( By investing in the largest stocks in the S&P 500, the XLG naturally buys companies performing better than others. That’s why the top holdings include Apple, Microsoft, Amazon, and now NVIDIA. [Holdings] [Source: Invesco]( Performance What’s interesting is the top 50 stocks consistently outperform the S&P 100 largest companies, meaning that going with bigger companies tends to yield higher returns. [Performance] [Source: Invesco]( That flies in the face of many discount and value investors and instead favors momentum traders. Competition To make the lofty claim the XLG outperforms other S&P 500 strategies, we compared it to the other top searches by financial pros. - SPDR S&P 500 ETF (SPY): The gold standard of investing, the SPY is a low-cost ETF that mirrors the S&P 500. - Invesco S&P 500 Equal Weight ETF (RSP): While the SPY holds companies in proportion to their weighting, the RSP gives everything equal weight, meaning every stock makes up ~2% of the total portfolio. - iShares S&P 500 Growth ETF (IVW): Another take on the S&P 500 is a focus on growth stocks using the IVW. This ETF holds companies with higher growth characteristics such as a 3-year change in EPS and sales, as well as 12-month change in share price. - ProShares S&P 500 Aristocrats (NOBL): As the odd duck of the group, the NOBL tracks S&P 500 companies that have increased dividend payments every year for the last 25. As you can see from the chart below, a focus on higher growth yields better returns. However, it’s also more volatile and exposed to larger drawdowns during market routes. [Net assets] [[FREE REPORT] What Investors Are Searching]( Once every quarter, we compile millions of Financial Professional and Retail Investor's stock searches across our 100+ financial sites. We reserve this exclusive report for our newsletter subscribers so you can learn about the stocks and industries that you should keep an eye on. This info can help you decide what to do in your portfolio – so you can protect the money you have and generate bigger gains. [Click here now to download the FREE Trackstar Q1 2023 Report.]( Our Opinion 10/10 The XLG isn’t as well known as its peers. However, it’s unique niche tends to outperform in the long-run. A balanced strategy to consider: invest in SPY, RSP, and XLG, shifting towards growth when markets are depressed and balance when they’re overextended. 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