TOPC - ETF AI Analysis
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iShares S&P 500 3% Capped ETF (TOPC)
TOPC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 33.43M
- Region
- North America
- Expense Ratio
- 0.09%
- Beta
- 0.91
- Issuer
- iShares
- Inception Date
- Apr 15, 2025
- Dividend Yield
- 1.03%
- Asset Class
- Equity
- Index Tracked
- S&P 500 3% Capped Index - Benchmark TR Gross
TOPC Summary
TOPC, the iShares S&P 500 3% Capped ETF, follows the S&P 500 3% Capped Index, which is built from 500 of the largest U.S. companies. No single stock can be more than 3% of the fund, helping spread your money across many businesses instead of relying too heavily on one. It includes well-known names like Apple and Microsoft, along with companies from technology, finance, health care, and more. Someone might invest in TOPC for broad diversification and long-term growth potential in the U.S. stock market. A key risk is that its value can rise and fall with overall stock market ups and downs.
How much will it cost me?
This ETF has an annual expense ratio of 0.09%, which means you’ll pay about $0.90 per year for every $1,000 invested. That’s lower than the average stock ETF because it’s passively managed and simply tracks a capped version of the S&P 500 index rather than paying for expensive active stock-picking.
What would affect this ETF?
TOPC’s focus on large U.S. companies, especially in technology and consumer-related sectors, could benefit from strong economic growth, innovation, and stable corporate profits, while its 3% cap on individual stocks helps reduce the risk of any single company dominating the fund. On the downside, rising interest rates, slower U.S. economic growth, or tighter regulations on big tech and financial firms could weigh on the ETF’s performance, and its heavy U.S. exposure means it is sensitive to domestic market downturns.
TOPC Top 10 Holdings
TOPC is powered by a familiar cast of U.S. mega-caps, with Big Tech firmly in the driver’s seat. Apple and Microsoft have been steadily rising, giving the fund a solid backbone, while Amazon adds momentum despite some short-term wobbling. On the flip side, Nvidia and Meta have turned more mixed lately, occasionally acting as speed bumps rather than accelerators. Tesla’s recent rebound helps offset earlier weakness, and Eli Lilly brings a strong health care tilt. Overall, this is a U.S.-centric, tech-heavy ETF with performance largely shaped by a handful of giants.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 3.28% | $1.08M | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 3.19% | $1.05M | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 2.86% | $940.49K | $2.59T | 7.85% | 71Outperform |
 NVDA | Nvidia | 2.75% | $903.49K | $4.93T | 0.86% | 76Outperform |
 AVGO | Broadcom | 2.69% | $883.68K | $1.56T | -13.38% | 76Outperform |
 META | Meta Platforms | 2.51% | $824.09K | $1.57T | -7.72% | 76Outperform |
 LLY | Eli Lilly & Co | 2.10% | $688.92K | $1.33T | 67.86% | 72Outperform |
 TSLA | Tesla | 2.08% | $684.87K | $1.58T | -9.15% | 73Outperform |
 BRK.B | Berkshire Hathaway B | 1.87% | $614.10K | $1.16T | 13.37% | 66Neutral |
 MU | Micron | 1.85% | $606.93K | $1.00T | 294.96% | 79Outperform |
TOPC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TOPC, the sentiment is Negative. The current price of 34.57 is below the 20-day moving average (MA) of 34.99, below the 50-day MA of 34.87, and above the 200-day MA of 33.19, indicating a neutral trend. The MACD of 0.00 indicates Positive momentum. The RSI at 43.85 is Neutral, neither overbought nor oversold. The STOCH value of 74.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for TOPC.
TOPC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| TOPC | $34.57 | $39.00(12.81% Upside) | $33.43M | 0.09% | 73Outperform |
 PRMR | $28.30 | $34.16(20.70% Upside) | $93.63M | 1.00% | 73Outperform |
 SPXE | $80.85 | $100.28(24.03% Upside) | $86.64M | 0.09% | 74Outperform |
 FCUS | $36.61 | $47.16(28.82% Upside) | $86.02M | 0.80% | 67Neutral |
 NULC | $54.91 | $68.31(24.40% Upside) | $81.33M | 0.21% | 74Outperform |
 QARP | $68.79 | $79.94(16.21% Upside) | $79.50M | 0.19% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| TOPC | iShares S&P 500 3% Capped ETF | 34.57 | 4.10 | 13.44% | |
| PRMR | PeakShares RMR Prime Equity ETF | 28.30 | 3.32 | 13.31% | |
| SPXE | ProShares S&P 500 Ex-Energy ETF | 80.85 | 7.60 | 10.37% | |
| FCUS | Pinnacle Focused Opportunities ETF | 36.61 | 2.64 | 7.78% | |
| NULC | Nuveen ESG Large-Cap ETF | 54.91 | 7.00 | 14.61% | |
| QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 68.79 | 11.60 | 20.27% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.