🚀 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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