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Upturn AI SWOT - About
Vanguard Mega Cap Growth Index Fund ETF Shares (MGK)
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Upturn Advisory Summary
08/29/2025: MGK (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 63% | Avg. Invested days 74 | 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 1.16 | 52 Weeks Range 262.65 - 365.33 | Updated Date 06/29/2025 |
52 Weeks Range 262.65 - 365.33 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Mega Cap Growth Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Mega Cap Growth Index Fund ETF Shares (MGK) seeks to track the performance of a benchmark index that measures the investment return of mega-capitalization growth stocks in the United States. It focuses on growth stocks of the largest U.S. companies, providing exposure to potential capital appreciation.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost, index-tracking ETFs.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds and ETFs.
Investment Objective
Goal
To track the performance of a benchmark index that measures the investment return of mega-capitalization growth stocks in the United States.
Investment Approach and Strategy
Strategy: The ETF aims to track the CRSP US Mega Cap Growth Index, which represents the growth portion of the mega-cap universe.
Composition The ETF holds stocks of large U.S. companies exhibiting growth characteristics.
Market Position
Market Share: MGK holds a significant market share in the mega-cap growth ETF category.
Total Net Assets (AUM): 17140000000
Competitors
Key Competitors
- iShares Russell 1000 Growth ETF (IWF)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The mega-cap growth ETF market is competitive, with MGK, IWF, and QQQ being major players. MGK's advantage lies in Vanguard's low expense ratio, while IWF offers broader exposure. QQQ focuses specifically on the Nasdaq-100.
Financial Performance
Historical Performance: Historical performance data can be found on Vanguard's website.
Benchmark Comparison: MGK aims to closely track the CRSP US Mega Cap Growth Index. Deviations may occur due to tracking error.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
MGK has high average trading volume, indicating good liquidity.
Bid-Ask Spread
MGK typically has a narrow bid-ask spread, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and technology sector performance significantly affect MGK's performance.
Growth Trajectory
MGK's growth trajectory is tied to the performance of large-cap growth stocks and broader economic conditions.
Moat and Competitive Advantages
Competitive Edge
MGK benefits from Vanguard's low expense ratio, which is a significant competitive advantage. Its focus on mega-cap growth stocks provides targeted exposure. The ETF is highly liquid due to its size and trading volume. Vanguard's reputation and established track record enhance investor confidence. MGK's index-tracking approach offers transparency and predictability.
Risk Analysis
Volatility
MGK's volatility is linked to the volatility of its underlying growth stocks.
Market Risk
MGK is subject to market risk, particularly related to large-cap growth stocks and sector-specific risks (e.g., technology).
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation through exposure to large-cap growth stocks and is comfortable with market volatility.
Market Risk
MGK is suitable for long-term investors and passive index followers seeking growth-oriented exposure.
Summary
Vanguard Mega Cap Growth Index Fund ETF Shares (MGK) provides exposure to mega-cap growth stocks in the US market. With a low expense ratio and high liquidity, it's an attractive option for long-term investors. Its performance closely tracks the CRSP US Mega Cap Growth Index. However, it is subject to market risk and volatility associated with growth stocks. Investors should consider their risk tolerance and investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Growth 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 growth stocks in the United States. 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. The fund is non-diversified.
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.