Vanguard mgk review

Vanguard mgk review DEFAULT

Vanguard Mega Cap Growth ETF: (MGK)

This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Each of the company logos represented herein are trademarks of Microsoft Corporation; Dow Jones & Company; Nasdaq, Inc.; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc.

Copyright 2021 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606

At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +25.35% per year. These returns cover a period from January 1, 1988 through October 4, 2021. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations.

Visit Performance Disclosure for information about the performance numbers displayed above.

Visit www.zacksdata.com to get our data and content for your mobile app or website.

Real time prices by BATS. Delayed quotes by Sungard.

NYSE and AMEX data is at least 20 minutes delayed. NASDAQ data is at least 15 minutes delayed.

Privacy Policy and Terms of Service apply.

Sours: https://www.zacks.com/funds/etf/MGK/profile

Vanguard Mega-Cap Growth Index’s narrow focus on mega-cap stocks breeds a top-heavy portfolio, but its cost advantage and low turnover make the market-cap-weighted strategy a compelling option. Its exchange-traded fund share class retains its Morningstar Analyst Rating of Silver. Its open-end share class receives a downgrade to Silver from Gold.

This index fund sweeps in stocks representing the faster-growing half of the mega-cap market and weights by market cap. These stocks tend to be more stable and profitable than mid-cap growth stocks, which most of this fund’s peers include. Stability often comes at the expense of growth potential, but these firms are better-positioned to weather unforeseen challenges than smaller counterparts, making this a fair trade-off.

Still, excluding mid-cap stocks shrinks the opportunity set. Pairing a limited menu with unconstrained market-cap weighting can precipitate a concentrated portfolio. As of May 2021, the top 10 holdings represented north of 55% of the portfolio. The top three--Microsoft MSFT (11%), Apple AAPL (11%), and Amazon.com AMZN (8%)--shape over 30% of the portfolio on their own. Firm-specific risk warrants attention, even if these companies are some of the market’s safer bets.

Market-cap weighting does more good than harm, though. It channels the market’s collective wisdom, increasing exposure to firms that exceed expectations and paring it to those that fall short. With help from comprehensive index buffers, this approach helps curb turnover and the consequent transaction costs as well.

These buffers fence some blend stocks into the portfolio. Companies may drift toward value territory without being traded, improving portfolio diversification and limiting exposure to the priciest growth stocks. Despite these blend holdings, its growth tilt mirrors that of the category average.

Its sector composition reflects the category average, which means it carries persistent sector biases relative to the broad market. These tilts have aided performance over much of the past decade but won’t always pay off. Its paper-thin fee, though, provides a durable edge.

Sours: https://www.morningstar.com/etfs/arcx/mgk/quote
  1. React bootstrap list
  2. Three leaf concepts
  3. Jandy control panel

20 important things you should know about Vanguard MGK ETF

Before we start: if you’re looking for MGK “stock” price, you can quickly find it out by visiting Finny and typing "MGK quote". If you’re looking for a quick scoop on MGK "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "MGK". You’ll get all this info in one place.

Are you looking to buy or sell MGK? Or perhaps you’re looking for MGK fact sheet, and learn about its alternatives? If so, you came to the right place.

In this MGK ETF review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: MGK performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: MGK buy or sell; the pros and cons of investing in MGK ETF;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to MGK.

And here is the list of questions we’ll answer:

  1. Describe Vanguard Mega Cap Growth ETF (MGK).
  2. What is MGK underlying index?
  3. What are MGK holdings?
  4. What is MGK performance? What are MGK historical returns?
  5. How many up and down years did MGK have historically?
  6. What is MGK dividend yield?
  7. What is MGK expense ratio?
  8. What is MGK tax efficiency (tax-cost ratio)?
  9. What is MGK beta? How would you assess MGK risk?
  10. What is MGK Sharpe ratio?
  11. What is MGK Finny Score? MGK buy or sell?
  12. What are the pros of investing in MGK? What are MGK buy reasons?
  13. What are the cons of investing in MGK? What are MGK sell reasons?
  14. Compare and contrast: MGK vs IWY.
  15. Compare and contrast: MGK vs MGC.
  16. Compare and contrast: MGK vs QQQ.
  17. Compare and contrast: MGK vs VGT.
  18. Compare and contrast: MGK vs VTI.
  19. Compare and contrast: MGK vs VUG.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Vanguard Mega Cap Growth ETF (MGK).

The Fund seeks to track the performance of a benchmark index that measures the investment return of the largest-capitalization growth stocks in the United States. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Mega Cap Growth Index.

3. What are MGK top holdings?

MGK has 114 stock holdings and 0 bond holdings.

The top 10 holdings represent 54.73% of total assets. Here are the top holdings:

NameSymbol% Assets
Apple IncAAPL12.64%
Microsoft CorpMSFT11.56%
Amazon.com IncAMZN9.75%
Facebook Inc AFB4.77%
Alphabet Inc AGOOGL3.64%
Alphabet Inc Class CGOOG3.49%
Visa Inc Class AV2.31%
NVIDIA CorpNVDA2.22%
Tesla IncTSLA2.18%
The Home Depot IncHD2.17%

4. What is MGK performance? What are MGK historical returns?

MGK has generated the following returns:

  • 1-month return is 3.87%;
  • 3-month return is 15.70%;
  • 1-year return is 31.43%;
  • 3-year return is 26.01%;
  • 5-year return is 24.58%;
  • 10-year return is 20.10%.

5. How many up and down years did MGK have historically?

In the last 10 years, MGK had 9 up years and 1 down year.

MGK up and down years

7. What is MGK expense ratio?

MGK expense ratio is 0.07%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

MGK expenses

8. What is MGK tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0.21%;
  • 3-year ax cost ratio is 0.26%.
MGK tax costs

9. What is MGK beta? How would you assess MGK risk?

  • 3-year beta is 1.03;
  • 5-year beta is 1.03;
  • 10-year beta is 1.04.
MGK Beta

10. What is MGK Sharpe ratio?

  • 3-year Sharpe ratio is 1.20;
  • 5-year Sharpe ratio is 1.37;
  • 10-year Sharpe ratio is 1.27.
MGK Sharpe ratio

Analysis

11. What is Finny Score? buy or sell?

Finny Score is 100. Our quantitative analysis shows 4 reasons to buy and 0 reasons to sell it, resulting in the Finny Score of 100.

12. What are the pros of investing in MGK? What are MGK buy reasons?

The following are MGK strengths from our perspective:

  • MGK 3-year return is 26.01%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 18.21%.
  • MGK 5-year return is 24.58%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 18%.
  • MGK 10-year return is 20.1%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 16.82%.
  • MGK expense ratio is 0.07%, which is considered low. Nice job picking a low-cost fund.

13. What are the cons of investing in MGK? What are MGK negatives?

There are no visible red flags.

Alternatives

14. Compare and contrast: MGK vs IWY.

Both MGK and IWY are ETFs. MGK has a lower 5-year return than IWY (24.58% vs 25.23%). MGK has a lower expense ratio than IWY (0.07% vs 0.2%). Below is the comparison between MGK and IWY.

MGKIWY
SegmentEquity: U.S. - Large Cap GrowthEquity: U.S. - Large Cap Growth
Net Assets$12.70B$4.27B
Expense Ratio0.07%0.2%
Management Stylepassive (index-based)passive (index-based)
Underlying IndexCRSP US Mega Cap Growth IndexRussell Top 200 Growth Index
YTD Return22.84%22.86%
1-Year Return31.43%31.1%
3-Year Return26.01%25.56%
5-Year Return24.58%25.23%
10-Year Return20.1%20.49%
Dividend Yield0.54%0.59%

IWY profile: The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Top 200 Growth Index. The Underlying Index is a style factor weighted index that measures the performance of the largest capitalization growth sector of the U.S. equity market.

For further information, check out MGK vs IWY comparison details.

15. Compare and contrast: MGK vs MGC.

Both MGK and MGC are ETFs. MGK has a higher 5-year return than MGC (24.58% vs 18.95%). MGK and MGC have the same expense ratio (0.07%). Below is the comparison between MGK and MGC.

MGKMGC
SegmentEquity: U.S. - Large Cap GrowthEquity: U.S. - Large Cap
Net Assets$12.70B$4.30B
Expense Ratio0.07%0.07%
Management Stylepassive (index-based)passive (index-based)
Underlying IndexCRSP US Mega Cap Growth IndexCRSP US Mega Cap Index
YTD Return22.84%21.6%
1-Year Return31.43%32.56%
3-Year Return26.01%19.3%
5-Year Return24.58%18.95%
10-Year Return20.1%17.2%
Dividend Yield0.54%1.25%

MGC profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the largest-capitalization stocks in the United States. The Fund employs indexing investment approach designed to track the performance of the CRSP US Mega Cap Index.

For further information, check out MGK vs MGC comparison details.

16. Compare and contrast: MGK vs QQQ.

Both MGK and QQQ are ETFs. MGK has a lower 5-year return than QQQ (24.58% vs 27.68%). MGK has a lower expense ratio than QQQ (0.07% vs 0.2%). Below is the comparison between MGK and QQQ.

MGKQQQ
SegmentEquity: U.S. - Large Cap GrowthEquity: U.S. - Large Cap
Net Assets$12.70B$194.56B
Expense Ratio0.07%0.2%
Management Stylepassive (index-based)passive (index-based)
Underlying IndexCRSP US Mega Cap Growth IndexNASDAQ-100 Index
YTD Return22.84%21.91%
1-Year Return31.43%33.51%
3-Year Return26.01%27.87%
5-Year Return24.58%27.68%
10-Year Return20.1%22.99%
Dividend Yield0.54%0.49%

QQQ profile: The Fund seeks to provide investment results that generally correspond to the price and yield performance of the Nasdaq-100 Index. The Index measures the average performance of a broadly diversified group of equity securities issued by 100 of the largest non-financial companies listed on The NASDAQ Stock Market, Inc.

For further information, check out MGK vs QQQ comparison details.

17. Compare and contrast: MGK vs VGT.

Both MGK and VGT are ETFs. MGK has a lower 5-year return than VGT (24.58% vs 30.74%). MGK has a lower expense ratio than VGT (0.07% vs 0.1%). Below is the comparison between MGK and VGT.

MGKVGT
SegmentEquity: U.S. - Large Cap GrowthEquity: U.S. Technology
Net Assets$12.70B$51.21B
Expense Ratio0.07%0.1%
Management Stylepassive (index-based)passive (index-based)
Underlying IndexCRSP US Mega Cap Growth IndexMSCI US Investable Market Information Technology 25/50 Index
YTD Return22.84%21.75%
1-Year Return31.43%35.89%
3-Year Return26.01%29.82%
5-Year Return24.58%30.74%
10-Year Return20.1%23.83%
Dividend Yield0.54%N/A

VGT profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of information technology stocks. Specifically the MSCI US Investable Market Information Technology Index an index made up of stocks of large, mid-size, and small U.S. companies within the information technology sector.

For further information, check out MGK vs VGT comparison details.

18. Compare and contrast: MGK vs VTI.

Both MGK and VTI are ETFs. MGK has a higher 5-year return than VTI (24.58% vs 17.98%). MGK has a higher expense ratio than VTI (0.07% vs 0.03%). Below is the comparison between MGK and VTI.

MGKVTI
SegmentEquity: U.S. - Large Cap GrowthEquity: U.S. - Total Market
Net Assets$12.70B$272.20B
Expense Ratio0.07%0.03%
Management Stylepassive (index-based)passive (index-based)
Underlying IndexCRSP US Mega Cap Growth IndexCRSP US Total Market Index
YTD Return22.84%21.14%
1-Year Return31.43%35.87%
3-Year Return26.01%18.09%
5-Year Return24.58%17.98%
10-Year Return20.1%16.72%
Dividend Yield0.54%N/A

VTI profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

For further information, check out MGK vs VTI comparison details.

19. Compare and contrast: MGK vs VUG.

Both MGK and VUG are ETFs. MGK has a higher 5-year return than VUG (24.58% vs 23.68%). MGK has a higher expense ratio than VUG (0.07% vs 0.04%). Below is the comparison between MGK and VUG.

MGKVUG
SegmentEquity: U.S. - Large Cap GrowthEquity: U.S. - Large Cap Growth
Net Assets$12.70B$86.16B
Expense Ratio0.07%0.04%
Management Stylepassive (index-based)passive (index-based)
Underlying IndexCRSP US Mega Cap Growth IndexCRSP US Large Cap Growth Index
YTD Return22.84%22.18%
1-Year Return31.43%32.8%
3-Year Return26.01%25.48%
5-Year Return24.58%23.68%
10-Year Return20.1%19.53%
Dividend Yield0.54%0.57%

VUG profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the MSCI US Prime Market Growth Index.

For further information, check out MGK vs VUG comparison details.

In the MGK review, we covered MGK key stats(return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fundand ETFreviews.
Sours: https://www.askfinny.com/posts/Vanguard-MGK-stock-review
YOU MUST AVOID THESE 3 VANGUARD INDEX FUNDS: Why VTSAX is Best

.

Mgk review vanguard

.

Vanguard Mega Cap Growth ETF - MGK - Fund Review

.

You will also be interested:

.



1498 1499 1500 1501 1502