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TOPT - ETF AI Analysis

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TOPT

iShares Top 20 U.S. Stocks ETF (TOPT)

Rating:76Outperform
Price Target:
TOPT, the iShares Top 20 U.S. Stocks ETF, has a solid overall rating driven mainly by large positions in high-quality tech leaders like Nvidia, Apple, Microsoft, and Alphabet, all benefiting from strong financial performance and long-term growth opportunities in AI, cloud, and digital services. The rating is held back somewhat by holdings such as Amazon, Tesla, and Eli Lilly, where high valuations, cash flow or leverage concerns, and some technical or cash management weaknesses introduce added risk. A key risk factor for this ETF is its heavy concentration in a handful of mega-cap technology and AI-focused companies, which can increase volatility if sentiment toward that sector shifts.
Positive Factors
Strong Recent Short-Term Performance
The ETF has shown solid gains over the past month and quarter, indicating improving short-term momentum despite a slightly negative year-to-date result.
Leading Growth Companies in Top Holdings
Several major positions such as Nvidia, Alphabet, Broadcom, Amazon, and Meta have delivered strong year-to-date performance, helping support the fund’s overall returns.
Moderate Expense Ratio
The fund’s expense ratio is relatively low for a focused, rules-based ETF, which helps investors keep more of their returns over time.
Negative Factors
High Concentration in a Few Stocks
A small number of large technology and communication services companies make up a big share of the portfolio, increasing the impact if any of them perform poorly.
Heavy Tilt Toward Technology
With a large portion of assets in the technology sector, the ETF is sensitive to downturns or volatility in tech-related stocks.
U.S.-Only Market Exposure
The fund invests almost entirely in U.S. companies, offering little geographic diversification if the U.S. market struggles compared with other regions.

TOPT vs. SPDR S&P 500 ETF (SPY)

TOPT Summary

The iShares Top 20 U.S. Stocks ETF (TOPT) tracks the S&P 500 Top 20 Select Index, focusing on the 20 largest and most influential U.S. companies. It is heavily tilted toward technology and communication services, with big names like Apple, Nvidia, Microsoft, and Amazon among its top holdings. Someone might invest in this ETF to seek growth from leading blue-chip companies in a single, simple fund instead of buying each stock individually. However, because it is concentrated in just 20 stocks and leans heavily on tech-related companies, its price can rise and fall more sharply than a broader market fund.
How much will it cost me?The iShares Top 20 U.S. Stocks ETF (TOPT) has an expense ratio of 0.2%, which means you’ll pay $2 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it focuses on a concentrated portfolio of top-performing large-cap stocks, requiring more specialized management. Overall, it’s a reasonable cost for the targeted exposure it provides.
What would affect this ETF?The iShares Top 20 U.S. Stocks ETF (TOPT) could benefit from continued innovation and growth in the technology sector, which makes up nearly half of its portfolio, as well as strong consumer spending and advancements in healthcare. However, it may face challenges from rising interest rates, which could pressure valuations of large-cap growth stocks, and regulatory changes affecting major tech companies or financial institutions. Economic slowdowns or geopolitical tensions could also negatively impact its concentrated exposure to U.S. market leaders.

TOPT Top 10 Holdings

TOPT is riding a powerful tech wave, with Nvidia, Apple, and Alphabet doing most of the heavy lifting as AI and cloud themes take center stage. Micron has been a standout, sprinting ahead and adding extra fuel to the fund’s semiconductor tilt, while Amazon’s steady-to-rising trend helps round out the growth story. On the flip side, Microsoft looks a bit tired lately, and Berkshire Hathaway has been more of a stabilizer than a star. With all holdings in U.S. giants and heavily skewed toward technology and communication services, this ETF is very much a bet on Big Tech leadership.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia16.44%$105.40M$4.96T44.53%
76
Outperform
Apple14.09%$90.36M$4.34T48.20%
79
Outperform
Alphabet Class A6.95%$44.55M$4.33T105.92%
85
Outperform
Alphabet Class C5.57%$35.74M$4.33T103.64%
82
Outperform
Microsoft5.50%$35.28M$2.90T-17.73%
79
Outperform
Micron4.99%$31.98M$1.12T749.14%
79
Outperform
Amazon4.62%$29.61M$2.60T12.47%
71
Outperform
Broadcom4.60%$29.52M$1.83T53.63%
76
Outperform
Tesla4.10%$26.29M$1.50T24.94%
73
Outperform
Eli Lilly & Co4.06%$26.03M$1.09T38.28%
72
Outperform

TOPT Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
32.46
Positive
100DMA
31.17
Positive
200DMA
30.90
Positive
Market Momentum
MACD
0.05
Positive
RSI
44.15
Neutral
STOCH
19.59
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TOPT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.68, equal to the 50-day MA of 32.46, and equal to the 200-day MA of 30.90, indicating a neutral trend. The MACD of 0.05 indicates Positive momentum. The RSI at 44.15 is Neutral, neither overbought nor oversold. The STOCH value of 19.59 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TOPT.

TOPT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$641.82M0.20%
76
Outperform
$979.25M0.46%
74
Outperform
$955.05M0.25%
71
Outperform
$946.27M0.18%
72
Outperform
$936.68M0.25%
74
Outperform
$879.02M0.75%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TOPT
iShares Top 20 U.S. Stocks ETF
32.79
6.44
24.44%
MODL
VictoryShares WestEnd U.S. Sector ETF
SPHB
Invesco S&P 500 High Beta ETF
DSPY
Tema S&P 500 Historical Weight ETF Strategy
QLC
FlexShares US Quality Large Cap Index Fund
FTQI
First Trust Hedged BuyWrite Income ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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