Vanguard Morningstar Mega Cap Growth ETF

MGK

時価総額 $339億

Mag 7 stocks remain market leaders, but rising AI capex, valuations and bubble risks make ETF diversification increasingly relevant.

Mag 7 stocks remain market leaders, but rising AI capex, valuations and bubble risks make ETF diversification increasingly relevant.

Investing in an S&P 500 index fund is one of the surest ways to build wealth in the stock market over the long term. But young investors in their 20s can benefit from targeting growth stocks in pursuit of higher returns, even if it leads to more volatility.

Designed to provide broad exposure to the Large Cap Growth segment of the US equity market, the Vanguard Morningstar Mega Cap Growth ETF (MGK) is a passively managed exchange traded fund launched on December 17, 2007.

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Investors in their 30s can benefit from pursuing growth, even if it leads to higher volatility. The Vanguard Morningstar Mega Cap Growth ETF holds 56 of the most valuable growth stocks, including Nvidia, Apple, Microsoft, and Alphabet.

The Vanguard Mega Cap Growth ETF (MGK) focuses on the largest U.S. growth stocks, while the iShares Morningstar Small-Cap Growth ETF (ISCG) targets the small-cap segment of the market. ISCG delivered the higher one-year return, but MGK has produced higher returns over the last five years.

The Vanguard Russell 1000 Growth ETF (VONG) offers a more diversified portfolio compared to the mega-cap concentration of the Vanguard Morningstar Mega Cap Growth ETF (MGK) MGK has delivered higher total returns over the last five years, but also experienced a deeper maximum drawdown along the way. Both funds carry exceptionally low expense ratios.

Vanguard S&P 500 Growth ETF provides exposure to 212 holdings while Vanguard Mega Cap Growth ETF focuses on a concentrated group of 69 stocks Vanguard Mega Cap Growth ETF maintains a lower expense ratio of 0.05% compared to the 0.07% fee for Vanguard S&P 500 Growth ETF Both ETFs are heavily weighted toward technology but Vanguard S&P 500 Growth ETF has shown a shallower maximum drawdown over the last five years