Vanguard Mega Cap Growth ETF (MGK): FAQ guide before investing

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๐Ÿš€ Vanguard Mega Cap Growth ETF (MGK): A Deep Dive into Holdings and Hypothetical Returns

๐ŸŒŸ 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.

๐ŸŽฏ Key Features of MGK

๐Ÿ’ฐ Expense Ratio: 0.07%, a cost-effective choice for investors.
๐Ÿ“Š Assets Under Management: Around $25.42 billion.
๐Ÿ’ต Dividend Yield: 0.44%, distributed quarterly.

๐Ÿ† Top Holdings:

๐ŸŽ Apple Inc. (AAPL): 14.34%
๐Ÿ–ฅ๏ธ Microsoft Corp. (MSFT): 11.93%
๐ŸŽฎ NVIDIA Corp. (NVDA): 10.70%
๐Ÿ“ฆ Amazon.com Inc. (AMZN): 7.63%
๐Ÿ“ฑ Meta Platforms Inc. (META): 4.33%
๐Ÿ”Œ Broadcom Inc. (AVGO): 3.54%
๐Ÿš— Tesla Inc. (TSLA): 3.22%
๐Ÿ’Š Eli Lilly and Co. (LLY): 3.20%
๐Ÿ’ณ Visa Inc. (V): 2.76%
๐Ÿ” Alphabet Inc. (GOOGL): 2.31%

๐Ÿ“Œ Sector Allocation:

๐Ÿ’ป Technology: ~52.8%
๐Ÿ›’ Consumer Discretionary: 15.9%
๐Ÿ“ก Communication Services: 11.0%

๐Ÿ“ˆ Performance Overview

MGK has consistently demonstrated strong returns:
๐Ÿ—“๏ธ Year-to-Date (YTD): 0.96%
๐Ÿ“… 1-Year Return: ~21.09%
๐Ÿ“† 3-Year Return: ~23.26%
๐Ÿ“Š 5-Year Return: ~19.26%

๐Ÿ’ธ Hypothetical Investment Scenarios

Assuming an average annual return of 19.26%, here's how various investments might grow over five years:

๐Ÿ’ฒ $10,000 Investment:
Year 1: $11,926
Year 2: $14,219
Year 3: $16,951
Year 4: $20,207
Year 5: $24,070

๐Ÿ’ฒ $100,000 Investment:
Year 1: $119,260
Year 2: $142,190
Year 3: $169,510
Year 4: $202,070
Year 5: $240,700

๐Ÿ’ฒ $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

โš ๏ธ Note: These returns are hypothetical and assume consistent annual performance, which may not reflect actual market volatility.

๐Ÿ”‘ Considerations for Investors
๐ŸŽฏ Concentration Risk: MGK heavily invests in technology and a few major stocks, tying its success closely to these specific companies.
๐Ÿ“‰ Market Volatility: Although historically strong, MGK can be highly volatile, particularly during tech-sector downturns.
๐Ÿ“ˆ Long-Term Growth: Ideal for investors seeking significant long-term capital appreciation through prominent U.S. growth firms.
๐Ÿ“Œ 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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