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Vanguard Mega Cap Growth Index Fund ETF Shares (MGK)
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Upturn Advisory Summary
12/08/2025: MGK (2-star) is currently NOT-A-BUY. Pass it for now.
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 68.77% | Avg. Invested days 83 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 12/08/2025 |
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 investment results of a benchmark index that measures the investment return of mega-capitalization growth stocks in the United States. It focuses on companies with above-average growth potential.
Reputation and Reliability
Vanguard is a highly reputable and reliable investment management company known for its low-cost, passively managed funds.
Management Expertise
Vanguard has extensive experience managing index funds, with a strong team focused on tracking benchmark indices efficiently.
Investment Objective
Goal
To track the performance of a benchmark index that measures the investment return of mega-capitalization growth stocks.
Investment Approach and Strategy
Strategy: Tracks the CRSP US Mega Cap Growth Index, which represents the growth segment of the U.S. mega-cap stock universe.
Composition Primarily holds stocks of large U.S. companies exhibiting growth characteristics, such as higher price-to-earnings ratios and expected earnings growth.
Market Position
Market Share: MGK has a significant market share within the mega-cap growth ETF category.
Total Net Assets (AUM): 17230000000
Competitors
Key Competitors
- Invesco QQQ Trust (QQQ)
- SPDR Portfolio S&P 500 Growth ETF (SPYG)
- iShares Russell 1000 Growth ETF (IWF)
Competitive Landscape
The mega-cap growth ETF market is competitive, with several large players. MGK's advantage lies in its low expense ratio and Vanguard's strong reputation. Disadvantages may include less flexibility compared to actively managed funds and potentially concentrated holdings in a few dominant companies.
Financial Performance
Historical Performance: Historical performance will vary with market conditions, but MGK generally reflects the performance of large-cap growth stocks.
Benchmark Comparison: MGK's performance is typically very close to that of the CRSP US Mega Cap Growth Index, reflecting its passive management strategy.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
MGK exhibits high liquidity due to its substantial AUM and popularity among investors.
Bid-Ask Spread
The bid-ask spread for MGK is generally tight, reflecting its high trading volume and liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, technological innovation, and investor sentiment towards growth stocks significantly influence MGK's performance.
Growth Trajectory
MGK's growth trajectory mirrors the expansion and contraction cycles of the mega-cap growth sector, with holdings and sector allocations adjusting to reflect the index it tracks.
Moat and Competitive Advantages
Competitive Edge
MGK benefits from Vanguard's economies of scale, enabling a very low expense ratio. This cost advantage makes it attractive to long-term investors seeking efficient exposure to mega-cap growth stocks. The fund's passively managed approach ensures close tracking of its benchmark index, and Vanguard's strong brand fosters investor confidence. Finally, the focus on mega-cap companies provides stability and reduces some of the volatility associated with smaller growth stocks.
Risk Analysis
Volatility
MGK may exhibit higher volatility than broader market ETFs due to its focus on growth stocks, which can be more sensitive to market fluctuations.
Market Risk
MGK is subject to market risk, meaning its value can decline due to overall market downturns or negative sentiment towards growth stocks. The fund also carries concentration risk as its top holdings typically represent a significant portion of its assets.
Investor Profile
Ideal Investor Profile
MGK is suitable for long-term investors seeking growth potential and who are comfortable with moderate to high volatility.
Market Risk
MGK is best suited for long-term investors with a growth-oriented investment strategy rather than active traders.
Summary
The Vanguard Mega Cap Growth Index Fund ETF Shares (MGK) offers investors low-cost exposure to the largest U.S. growth stocks. By tracking the CRSP US Mega Cap Growth Index, it provides diversified access to companies with high growth potential. MGK is suitable for long-term investors seeking capital appreciation, albeit with some volatility. Its low expense ratio and Vanguard's reputation make it a compelling choice for passive investors building a growth-focused portfolio. However, potential investors should consider the concentration risk and sensitivity to market fluctuations.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Vanguard Official Website
- Morningstar
- ETF.com
- Company Filings
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market conditions can change rapidly and impact the performance of the funds.
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.