MGK - ETF AI Analysis
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Vanguard Mega Cap Growth ETF (MGK)
MGK, the Vanguard Mega Cap Growth ETF, has a solid overall rating driven mainly by heavy exposure to leaders like Apple and Microsoft, whose strong financial performance, profitability, and growth in areas like cloud and services support the fund’s quality. The fund also benefits from Alphabet’s and Nvidia’s focus on AI and data centers, though some holdings such as Amazon, Tesla, and Eli Lilly face valuation, cash flow, or leverage concerns that slightly temper the rating. A key risk is the fund’s concentration in a handful of large technology and growth-oriented companies, which can increase volatility if that sector faces a downturn.
MGK vs. SPDR S&P 500 ETF (SPY)
- AUM
- 34.93B
- Region
- North America
- Expense Ratio
- 0.05%
- Beta
- 1.30
- Issuer
- Vanguard
- Inception Date
- Dec 17, 2007
- Dividend Yield
- 0.34%
- Asset Class
- Equity
- Index Tracked
- Morningstar US Mega Cap Growth TR USD
MGK Summary
Vanguard Mega Cap Growth ETF (MGK) is a fund that follows the CRSP US Mega Growth index, focusing on some of the largest and fastest-growing companies in the U.S. stock market. It is heavily invested in technology and communication firms, with big names like Apple and Nvidia among its top holdings. Investors might choose MGK if they want long-term growth and broad exposure to leading U.S. companies in one simple investment. However, because it leans strongly toward tech and other growth stocks, its price can rise and fall sharply with changes in the stock market and investor sentiment.
How much will it cost me?
The Vanguard Mega Cap Growth ETF (MGK) has an expense ratio of 0.07%, which means you’ll pay $0.70 per year for every $1,000 invested. This is lower than average because it’s a passively managed fund that tracks an index, keeping costs down for investors.
What would affect this ETF?
The Vanguard Mega Cap Growth ETF (MGK) could benefit from continued innovation and strong performance in the technology sector, which makes up a significant portion of its holdings, as well as economic growth that supports consumer spending and healthcare advancements. However, rising interest rates or regulatory changes targeting large-cap tech companies could negatively impact its top holdings, while broader economic slowdowns may reduce demand in consumer and cyclical sectors.
MGK Top 10 Holdings
MGK is essentially a bet on U.S. mega-cap tech, with Nvidia, Apple, and Microsoft steering the ship. Nvidia and Meta have been rising sharply, giving the fund a strong tailwind, while Apple and Microsoft are climbing more steadily on the back of their entrenched platforms and AI ambitions. Alphabet and Amazon are more mixed, adding stability but not much spark lately. Tesla, meanwhile, is losing steam and quietly dragging on returns. Overall, this is a highly concentrated, U.S.-focused growth play dominated by Big Tech and semiconductors.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 13.72% | $4.81B | $5.16T | 17.78% | 76Outperform |
 AAPL | Apple | 12.55% | $4.40B | $5.01T | 38.80% | 79Outperform |
 MSFT | Microsoft | 9.48% | $3.32B | $3.93T | 3.41% | 79Outperform |
 GOOGL | Alphabet Class A | 4.99% | $1.75B | $4.15T | 35.45% | 85Outperform |
 META | Meta Platforms | 4.97% | $1.74B | $1.81T | -0.39% | 76Outperform |
 AVGO | Broadcom | 4.31% | $1.51B | $1.57T | -7.17% | 76Outperform |
 AMZN | Amazon | 4.23% | $1.48B | $2.70T | 16.57% | 71Outperform |
 GOOG | Alphabet Class C | 3.95% | $1.39B | $4.15T | 33.76% | 82Outperform |
 AMD | Advanced Micro Devices | 3.23% | $1.13B | $863.17B | 125.42% | 73Outperform |
 TSLA | Tesla | 3.15% | $1.10B | $1.40T | -17.27% | 73Outperform |
MGK Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MGK, the sentiment is Neutral. The current price of 90.00 is below the 20-day moving average (MA) of 93.24, below the 50-day MA of 91.12, and above the 200-day MA of 84.84, indicating a neutral trend. The MACD of 0.42 indicates Positive momentum. The RSI at 37.91 is Neutral, neither overbought nor oversold. The STOCH value of 15.26 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for MGK.
MGK Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| MGK | $90.00 | $107.00(18.89% Upside) | $34.93B | 0.05% | 75Outperform |
 VUG | $87.93 | $110.61(25.79% Upside) | $232.77B | 0.03% | 75Outperform |
 IWF | $121.48 | $156.33(28.69% Upside) | $127.43B | 0.18% | 75Outperform |
 IVW | $138.93 | $175.65(26.43% Upside) | $78.39B | 0.18% | 76Outperform |
 SCHG | $35.21 | $44.20(25.54% Upside) | $64.34B | 0.04% | 75Outperform |
 SPYG | $120.25 | $152.33(26.68% Upside) | $56.76B | 0.04% | 76Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MGK | Vanguard Mega Cap Growth ETF | 90.00 | 8.89 | 10.96% | |
| VUG | Vanguard Growth ETF | 87.93 | 7.52 | 9.36% | |
| IWF | iShares Russell 1000 Growth ETF | 121.48 | 3.78 | 3.21% | |
| IVW | iShares S&P 500 Growth ETF | 138.93 | 18.21 | 15.08% | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | 35.21 | 3.02 | 9.38% | |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | 120.25 | 15.86 | 15.20% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.