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Upturn AI SWOT - About
Vanguard Mega Cap Growth Index Fund ETF Shares (MGK)
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Upturn Advisory Summary
10/13/2025: 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 71.06% | Avg. Invested days 79 | 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 10/13/2025 |
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. It focuses on large US companies exhibiting growth characteristics, providing exposure to leading growth-oriented sectors.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer with a long track record of providing low-cost, passively managed investment products.
Management Expertise
Vanguard has extensive experience and expertise in managing index funds and ETFs, with a dedicated team focused on portfolio management and index tracking.
Investment Objective
Goal
The investment objective of MGK is to track the performance of a benchmark index that measures the investment return of mega-capitalization growth stocks.
Investment Approach and Strategy
Strategy: MGK aims to track the CRSP US Mega Cap Growth Index, which includes the growth companies from the CRSP US Mega Cap Index.
Composition MGK primarily holds stocks of large US companies with growth characteristics. The fund's assets are almost entirely composed of equity securities.
Market Position
Market Share: MGK holds a significant market share within the mega-cap growth ETF category.
Total Net Assets (AUM): 15670000000
Competitors
Key Competitors
- IVW
- SCHG
- QQQ
Competitive Landscape
The mega-cap growth ETF industry is competitive, with several established players. MGK's advantages include Vanguard's low-cost structure and strong brand reputation. Disadvantages could include potential tracking error and concentration risk due to its focus on mega-cap stocks compared to some more diversified growth ETFs.
Financial Performance
Historical Performance: Historical performance data should be obtained from official Vanguard sources. Reviewing the performance over 1, 3, 5, and 10-year periods provides insight into the ETF's growth trajectory.
Benchmark Comparison: MGK's performance is compared to the CRSP US Mega Cap Growth Index to assess how well it tracks its target benchmark.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
MGK generally has high average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for MGK is typically tight, reflecting its high liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and sector-specific developments (especially in technology) significantly affect MGK's performance. Market sentiment towards growth stocks plays a crucial role.
Growth Trajectory
MGK's growth trajectory is largely dependent on the performance of its underlying mega-cap growth holdings. Any changes to the index methodology or holdings can impact its performance.
Moat and Competitive Advantages
Competitive Edge
MGK benefits from Vanguard's scale, allowing for a very low expense ratio. Its strategy of tracking a well-defined mega-cap growth index provides transparency and consistency. The ETF offers broad exposure to large growth companies, which are often leaders in their respective industries. Vanguard's strong brand recognition and investor trust further enhance its competitive position.
Risk Analysis
Volatility
MGK's volatility can be high, particularly during periods of market uncertainty or when growth stocks are out of favor.
Market Risk
MGK is subject to market risk, specifically the risk associated with investing in equity markets. Concentration risk within technology and consumer discretionary sectors may also impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who wants exposure to large-cap growth stocks, has a long-term investment horizon, and is comfortable with market volatility.
Market Risk
MGK is suitable for long-term investors seeking growth potential and passive index followers who want to track a specific market segment.
Summary
Vanguard Mega Cap Growth Index Fund ETF Shares (MGK) offers exposure to mega-cap US growth stocks with a low expense ratio. It aims to replicate the performance of the CRSP US Mega Cap Growth Index, making it a suitable option for long-term investors seeking growth. The ETF's performance is closely tied to the performance of its top holdings, primarily in the technology sector. Its competitive advantage lies in Vanguard's strong brand reputation and low costs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard official website
- Morningstar
- ETFdb.com
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share data is estimated and may vary depending on the source and calculation methodology.
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.