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

๐ Vanguard Mega Cap Growth ETF (MGK): A Deep Dive into Holdings and Hypothetical Returns
๐ 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.
๐ฏ Key Features of MGK
๐ฐ Expense Ratio: 0.07%, a cost-effective choice for investors.
๐ Assets Under Management: Around $25.42 billion.
๐ต Dividend Yield: 0.44%, distributed quarterly.
๐ Top Holdings:
๐ Apple Inc. (AAPL): 14.34%
๐ฅ๏ธ Microsoft Corp. (MSFT): 11.93%
๐ฎ NVIDIA Corp. (NVDA): 10.70%
๐ฆ Amazon.com Inc. (AMZN): 7.63%
๐ฑ Meta Platforms Inc. (META): 4.33%
๐ Broadcom Inc. (AVGO): 3.54%
๐ Tesla Inc. (TSLA): 3.22%
๐ Eli Lilly and Co. (LLY): 3.20%
๐ณ Visa Inc. (V): 2.76%
๐ Alphabet Inc. (GOOGL): 2.31%
๐ Sector Allocation:
๐ป Technology: ~52.8%
๐ Consumer Discretionary: 15.9%
๐ก Communication Services: 11.0%
๐ Performance Overview
MGK has consistently demonstrated strong returns:
๐๏ธ Year-to-Date (YTD): 0.96%
๐ 1-Year Return: ~21.09%
๐ 3-Year Return: ~23.26%
๐ 5-Year Return: ~19.26%
๐ธ Hypothetical Investment Scenarios
Assuming an average annual return of 19.26%, here's how various investments might grow over five years:
๐ฒ $10,000 Investment:
Year 1: $11,926
Year 2: $14,219
Year 3: $16,951
Year 4: $20,207
Year 5: $24,070
๐ฒ $100,000 Investment:
Year 1: $119,260
Year 2: $142,190
Year 3: $169,510
Year 4: $202,070
Year 5: $240,700
๐ฒ $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
โ ๏ธ Note: These returns are hypothetical and assume consistent annual performance, which may not reflect actual market volatility.
๐ Considerations for Investors
๐ฏ Concentration Risk: MGK heavily invests in technology and a few major stocks, tying its success closely to these specific companies.
๐ Market Volatility: Although historically strong, MGK can be highly volatile, particularly during tech-sector downturns.
๐ Long-Term Growth: Ideal for investors seeking significant long-term capital appreciation through prominent U.S. growth firms.
๐ 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.
๐ 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.
๐ฏ Key Features of MGK
๐ฐ Expense Ratio: 0.07%, a cost-effective choice for investors.
๐ Assets Under Management: Around $25.42 billion.
๐ต Dividend Yield: 0.44%, distributed quarterly.
๐ Top Holdings:
๐ Apple Inc. (AAPL): 14.34%
๐ฅ๏ธ Microsoft Corp. (MSFT): 11.93%
๐ฎ NVIDIA Corp. (NVDA): 10.70%
๐ฆ Amazon.com Inc. (AMZN): 7.63%
๐ฑ Meta Platforms Inc. (META): 4.33%
๐ Broadcom Inc. (AVGO): 3.54%
๐ Tesla Inc. (TSLA): 3.22%
๐ Eli Lilly and Co. (LLY): 3.20%
๐ณ Visa Inc. (V): 2.76%
๐ Alphabet Inc. (GOOGL): 2.31%
๐ Sector Allocation:
๐ป Technology: ~52.8%
๐ Consumer Discretionary: 15.9%
๐ก Communication Services: 11.0%
๐ Performance Overview
MGK has consistently demonstrated strong returns:
๐๏ธ Year-to-Date (YTD): 0.96%
๐ 1-Year Return: ~21.09%
๐ 3-Year Return: ~23.26%
๐ 5-Year Return: ~19.26%
๐ธ Hypothetical Investment Scenarios
Assuming an average annual return of 19.26%, here's how various investments might grow over five years:
๐ฒ $10,000 Investment:
Year 1: $11,926
Year 2: $14,219
Year 3: $16,951
Year 4: $20,207
Year 5: $24,070
๐ฒ $100,000 Investment:
Year 1: $119,260
Year 2: $142,190
Year 3: $169,510
Year 4: $202,070
Year 5: $240,700
๐ฒ $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
โ ๏ธ Note: These returns are hypothetical and assume consistent annual performance, which may not reflect actual market volatility.
๐ Considerations for Investors
๐ฏ Concentration Risk: MGK heavily invests in technology and a few major stocks, tying its success closely to these specific companies.
๐ Market Volatility: Although historically strong, MGK can be highly volatile, particularly during tech-sector downturns.
๐ Long-Term Growth: Ideal for investors seeking significant long-term capital appreciation through prominent U.S. growth firms.
๐ 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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๐ฑSyndicate Black MT4/MT5
โก๏ธGold/FX Auto-Trading bot
๐ฑ100%/week max DD <10%
๐verified 500%+ gains
๐งGOLD EA target 100%+ gains/week
๐supercharge your trading
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๐ฑSyndicate Black MT4/MT5
โก๏ธGold/FX Auto-Trading bot
๐ฑ100%/week max DD <10%
๐verified 500%+ gains
๐งGOLD EA target 100%+ gains/week
๐supercharge your trading
๐75% win rate gold signals
t.me/syndicategold001
Penerbitan berkaitan
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.