Subject: Re: Trends and Ranks 17-Apr-26
For comparison of the OP using the combined five related ETF's.

                                        XLG          OEF          IWL          SPY           EQWL
Name INVESCO ISHARES ISHARES State Street INVESCO
Name S&P 500 S&P 500 RUSSELL SPDR S&P 100
Name TOP 50 TOP 100 TOP 200 S&P 500 EQUAL WEIGHT
Issue type ETF ETF ETF ETF Trust ETF

Market price $60.60 $352.21 $177.14 $713.86 $121.24
Quotes as of Apr-24-2026 Apr-24-2026 Apr-24-2026 Apr-24-2026 Apr-24-2026

Market total return (1 year) 19.36% 18.58% 17.90% 17.59% 13.73%

Market total return (3 years) 21.64% 20.66% 19.48% 18.19% 16.07%

Market total return (5 years) 14.05% 13.41% 12.49% 11.94% 11.05%

Market total return (10 years) 15.72% 15.06% 14.85% 14.06% 13.64%

Premium / discount (1 year avg.) 0.00% 0.01% 0.00% 0.00% 0.05%

Beta (month-end 3 years) 1.02 1.01 1 1 0.89

Standard deviation (month-end 3 years) 13.2 12.47 12.09 12.04 11.71

Sharpe ratio (month-end 3 years) 1.2 1.2 1.15 1.06 0.93

Alpha (month-end 3 years) 2.65 1.94 1.09 -0.1 -0.58

R2 (month-end 3 years) 87.79 94.84 98.45 100 83.86


GD_