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Upturn AI SWOT - About
Vanguard Mega Cap Index Fund ETF Shares (MGC)
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Upturn Advisory Summary
08/29/2025: MGC (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 46.14% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 173.32 - 224.72 | Updated Date 06/29/2025 |
52 Weeks Range 173.32 - 224.72 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Mega Cap Index Fund ETF Shares
ETF Overview
Overview
Vanguard Mega Cap Index Fund ETF Shares (MGC) seeks to track the performance of the CRSP US Mega Cap Index, which measures the investment return of mega-capitalization stocks. It provides diversified exposure to the largest U.S. companies and is designed for investors seeking core U.S. equity exposure.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost, index-tracking ETFs and mutual funds.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds, with a strong track record of tracking benchmark indices effectively.
Investment Objective
Goal
To track the performance of the CRSP US Mega Cap Index.
Investment Approach and Strategy
Strategy: Tracks the CRSP US Mega Cap Index.
Composition Primarily holds stocks of mega-capitalization U.S. companies.
Market Position
Market Share: MGC holds a significant market share within the mega-cap ETF segment.
Total Net Assets (AUM): 14220000000
Competitors
Key Competitors
- SPDR Portfolio S&P 100 ETF (OEF)
- iShares Core S&P 500 ETF (IVV)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The mega-cap ETF market is highly competitive. MGC benefits from Vanguard's low-cost structure, but faces competition from larger ETFs like IVV. OEF focuses on the S&P 100, while QQQ is heavily weighted towards technology stocks.
Financial Performance
Historical Performance: Historical performance data is readily available from Vanguard's website and financial data providers.
Benchmark Comparison: The ETF's performance closely tracks the CRSP US Mega Cap Index.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
MGC exhibits good liquidity with a generally high average trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the fund's high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment can all impact the performance of mega-cap stocks held by MGC.
Growth Trajectory
Growth is expected to be in line with the performance of the overall mega-cap market segment.
Moat and Competitive Advantages
Competitive Edge
MGC benefits from Vanguard's brand reputation and low-cost structure, which attracts cost-conscious investors. The ETF offers broad exposure to the largest U.S. companies, making it a suitable core holding for many portfolios. It's focused on tracking its index accurately. This coupled with the low expense ratio makes MGC appealing. Vanguard's efficient management further strengthens its competitive position.
Risk Analysis
Volatility
Volatility is comparable to other mega-cap equity ETFs and the broader market.
Market Risk
Market risk is the primary risk factor, as the fund's performance is tied to the overall stock market and the performance of its underlying holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking broad exposure to mega-cap U.S. equities as a core holding in a diversified portfolio.
Market Risk
Suitable for long-term investors and passive index followers.
Summary
The Vanguard Mega Cap Index Fund ETF Shares (MGC) offers low-cost exposure to the largest U.S. companies. It is well-suited for investors seeking a core U.S. equity holding with minimal active management. The fund's performance closely tracks its benchmark index, the CRSP US Mega Cap Index. MGC is a strong contender for investors looking for inexpensive mega-cap exposure, offering diversification and efficient market tracking. Vanguard's brand reputation further enhances its appeal.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- Financial data providers like Bloomberg and Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investment decisions should be made in consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Mega Cap Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund employs an indexing investment approach designed to track the performance of the index. The index is a float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-capitalization stocks in the U.S. The Advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.