🚀 Vanguard Mega Cap Growth ETF (MGK): A Deep Dive into Holdings and Hypothetical Returns
🌟 The Vanguard Mega Cap Growth ETF (MGK) is a popular exchange-traded fund offering investors access to some of the largest and most dynamic growth-oriented companies in the U.S. market. MGK closely tracks the CRSP US Mega Cap Growth Index, emphasizing mega-cap stocks.
🎯 Key Features of MGK
💰 Expense Ratio: 0.07%, a cost-effective choice for investors.
📊 Assets Under Management: Around $25.42 billion.
💵 Dividend Yield: 0.44%, distributed quarterly.
🏆 Top Holdings:
🍎 Apple Inc. (AAPL): 14.34%
🖥️ Microsoft Corp. (MSFT): 11.93%
🎮 NVIDIA Corp. (NVDA): 10.70%
📦 Amazon.com Inc. (AMZN): 7.63%
📱 Meta Platforms Inc. (META): 4.33%
🔌 Broadcom Inc. (AVGO): 3.54%
🚗 Tesla Inc. (TSLA): 3.22%
💊 Eli Lilly and Co. (LLY): 3.20%
💳 Visa Inc. (V): 2.76%
🔍 Alphabet Inc. (GOOGL): 2.31%
📌 Sector Allocation:
💻 Technology: ~52.8%
🛒 Consumer Discretionary: 15.9%
📡 Communication Services: 11.0%
📈 Performance Overview
MGK has consistently demonstrated strong returns:
🗓️ Year-to-Date (YTD): 0.96%
📅 1-Year Return: ~21.09%
📆 3-Year Return: ~23.26%
📊 5-Year Return: ~19.26%
💸 Hypothetical Investment Scenarios
Assuming an average annual return of 19.26%, here's how various investments might grow over five years:
💲 $10,000 Investment:
Year 1: $11,926
Year 2: $14,219
Year 3: $16,951
Year 4: $20,207
Year 5: $24,070
💲 $100,000 Investment:
Year 1: $119,260
Year 2: $142,190
Year 3: $169,510
Year 4: $202,070
Year 5: $240,700
💲 $1,000,000 Investment:
Year 1: $1,192,600
Year 2: $1,421,900
Year 3: $1,695,100
Year 4: $2,020,700
Year 5: $2,407,000
⚠️ Note: These returns are hypothetical and assume consistent annual performance, which may not reflect actual market volatility.
🔑 Considerations for Investors
🎯 Concentration Risk: MGK heavily invests in technology and a few major stocks, tying its success closely to these specific companies.
📉 Market Volatility: Although historically strong, MGK can be highly volatile, particularly during tech-sector downturns.
📈 Long-Term Growth: Ideal for investors seeking significant long-term capital appreciation through prominent U.S. growth firms.
📌 In Summary: MGK provides focused exposure to U.S. mega-cap growth stocks with a strong track record. Investors should consider portfolio diversification carefully due to its sector concentration.
🌟 The Vanguard Mega Cap Growth ETF (MGK) is a popular exchange-traded fund offering investors access to some of the largest and most dynamic growth-oriented companies in the U.S. market. MGK closely tracks the CRSP US Mega Cap Growth Index, emphasizing mega-cap stocks.
🎯 Key Features of MGK
💰 Expense Ratio: 0.07%, a cost-effective choice for investors.
📊 Assets Under Management: Around $25.42 billion.
💵 Dividend Yield: 0.44%, distributed quarterly.
🏆 Top Holdings:
🍎 Apple Inc. (AAPL): 14.34%
🖥️ Microsoft Corp. (MSFT): 11.93%
🎮 NVIDIA Corp. (NVDA): 10.70%
📦 Amazon.com Inc. (AMZN): 7.63%
📱 Meta Platforms Inc. (META): 4.33%
🔌 Broadcom Inc. (AVGO): 3.54%
🚗 Tesla Inc. (TSLA): 3.22%
💊 Eli Lilly and Co. (LLY): 3.20%
💳 Visa Inc. (V): 2.76%
🔍 Alphabet Inc. (GOOGL): 2.31%
📌 Sector Allocation:
💻 Technology: ~52.8%
🛒 Consumer Discretionary: 15.9%
📡 Communication Services: 11.0%
📈 Performance Overview
MGK has consistently demonstrated strong returns:
🗓️ Year-to-Date (YTD): 0.96%
📅 1-Year Return: ~21.09%
📆 3-Year Return: ~23.26%
📊 5-Year Return: ~19.26%
💸 Hypothetical Investment Scenarios
Assuming an average annual return of 19.26%, here's how various investments might grow over five years:
💲 $10,000 Investment:
Year 1: $11,926
Year 2: $14,219
Year 3: $16,951
Year 4: $20,207
Year 5: $24,070
💲 $100,000 Investment:
Year 1: $119,260
Year 2: $142,190
Year 3: $169,510
Year 4: $202,070
Year 5: $240,700
💲 $1,000,000 Investment:
Year 1: $1,192,600
Year 2: $1,421,900
Year 3: $1,695,100
Year 4: $2,020,700
Year 5: $2,407,000
⚠️ Note: These returns are hypothetical and assume consistent annual performance, which may not reflect actual market volatility.
🔑 Considerations for Investors
🎯 Concentration Risk: MGK heavily invests in technology and a few major stocks, tying its success closely to these specific companies.
📉 Market Volatility: Although historically strong, MGK can be highly volatile, particularly during tech-sector downturns.
📈 Long-Term Growth: Ideal for investors seeking significant long-term capital appreciation through prominent U.S. growth firms.
📌 In Summary: MGK provides focused exposure to U.S. mega-cap growth stocks with a strong track record. Investors should consider portfolio diversification carefully due to its sector concentration.
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taplink.cc/black001
💎Syndicate Black
⚡️Gold/Forex auto-trading bot
📕MyFXBOOK verified 500%+ gains
💎GOLD EA target 100%+ gains/week
🚀supercharge your trading
💎75% win rate free gold signals
t.me/syndicategold001
💎Syndicate Black
⚡️Gold/Forex auto-trading bot
📕MyFXBOOK verified 500%+ gains
💎GOLD EA target 100%+ gains/week
🚀supercharge your trading
💎75% win rate free gold signals
t.me/syndicategold001
Related publications
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.