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The iShares Top 20 US Stocks ETF earns a "Buy" rating, offering concentrated mega-cap exposure with a GARP profile. TOPT trades at a reasonable 23x P/E and >15% long-term EPS growth, resulting in a PEG just above 1.5x. Information Technology dominates at 52% of the portfolio, making sector leadership crucial for alpha generation.
Designed to provide broad exposure to the Large Cap Growth segment of the US equity market, the iShares Top 20 U.S. Stocks ETF (TOPT) is a passively managed exchange traded fund launched on October 23, 2024.
iShares Top 20 US Stocks ETF provides exposure to the main 20 names in the S&P 500 index. Thanks to ultra-concentrated approach, TOPT has a few advantages over the IVV portfolio in terms of growth, GARP, and quality characteristics. On the negative side, while TOPT has beaten IVV and OEF since October 2024, it has trailed more diversified QQQ and QTOP.
iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPT) is down 11.06% year-to-date, and that slide traces directly back to the fund's defining feature: a portfolio so concentrated in a handful of mega-cap technology names that a bad stretch for those stocks is, by definition, a bad stretch for the fund.
Designed to provide broad exposure to the Large Cap Growth segment of the US equity market, the iShares Top 20 U.S. Stocks ETF (TOPT) is a passively managed exchange traded fund launched on October 23, 2024.
Belpointe Asset Management LLC acquired a new stake in iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPT) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 51,580 shares of the company's stock, valued at approximately $1,571,000. Belpointe Asset Management LLC owned approximately
iShares Top 20 U.S. Stocks ETF remains a buy, leveraging mega-cap leadership and strong earnings growth into 2026. Despite recent volatility and potential investor rotation, TOPT's AI-focused mega caps and diversified holdings underpin robust forward earnings expectations. TOPT's valuation has moderated, with the Mag 7 trading at 27x forward earnings and a trailing PE of 35, enhancing risk-reward.
Geneos Wealth Management Inc. purchased a new position in shares of iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPT) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 16,543 shares of the company's stock, valued at approximately $504,000. Geneos Wealth Management Inc.
SEC filings for TOPT aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.