MGC - ETF AI Analysis
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Vanguard Mega Cap ETF (MGC)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing positive momentum.
Leading Mega-Cap Technology Exposure
Top holdings like Nvidia, Apple, Amazon, Alphabet, Broadcom, and Micron have shown strong or very strong performance, helping drive the fund’s returns.
Low Expense Ratio
The fund’s very low fee means more of the investment returns stay in investors’ pockets over time.
Negative Factors
High Concentration in a Few Stocks
A large share of the portfolio is tied up in a small number of mega-cap names, which increases the impact if any of these companies stumble.
Heavy Tilt Toward Technology
With a big portion of assets in the technology sector, the ETF is more vulnerable if tech stocks experience a downturn.
Limited International Diversification
Almost all of the fund’s holdings are in U.S. companies, offering little exposure to opportunities or diversification in other regions.
MGC vs. SPDR S&P 500 ETF (SPY)
AUM10.03B
RegionNorth America
Expense Ratio0.05%
Beta1.05
IssuerVanguard
Inception DateDec 17, 2007
Dividend Yield0.92%
Asset ClassEquity
Index TrackedCRSP US Mega Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume92,956
30 Day Avg. Volume108,933
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
339.61Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering174
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
MGC Summary
Vanguard Mega Cap ETF (MGC) is a fund that follows the CRSP US Mega Cap index, focusing on the biggest U.S. companies. It holds well-known names like Apple, Microsoft, Nvidia, Amazon, and Alphabet, with a strong tilt toward technology but also exposure to finance, health care, and consumer companies. Someone might invest in MGC to get broad, low-cost diversification across leading large companies that drive much of the U.S. stock market’s growth. A key risk is that the fund is heavily weighted toward tech and other large stocks, so its value can rise and fall sharply with market swings.
How much will it cost me?The Vanguard Mega Cap ETF (MGC) has an expense ratio of 0.07%, meaning 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 low for investors.
What would affect this ETF?The Vanguard Mega Cap ETF (MGC) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from its top companies like Nvidia, Microsoft, and Apple. However, it may face challenges if interest rates rise, potentially impacting valuations of large-cap growth stocks, or if economic conditions weaken, affecting consumer spending and financial sector performance. Regulatory changes targeting major tech firms could also pose risks to the ETF's future returns.
MGC Top 10 Holdings
MGC is riding the mega-cap tech wave, with Nvidia, Alphabet, and Broadcom doing much of the heavy lifting as their AI and cloud stories keep momentum rising. Micron has been a surprise engine of growth, surging on optimism around AI-related memory demand. On the flip side, Microsoft and Meta have been losing a bit of steam lately, while Amazon’s performance looks mixed, adding some wobble to the tech-heavy core. With all of its top names based in the U.S., this fund is essentially a concentrated bet on American Big Tech leadership.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.68% | $919.65M | $5.02T | 24.17% | 76 Outperform | |
| Apple | 8.02% | $849.64M | $4.81T | 52.18% | 79 Outperform | |
| Microsoft | 5.23% | $553.96M | $2.95T | -22.84% | 79 Outperform | |
| Amazon | 4.35% | $461.30M | $2.66T | 7.25% | 71 Outperform | |
| Alphabet Class A | 3.96% | $419.51M | $4.22T | 79.83% | 85 Outperform | |
| Broadcom | 3.38% | $357.57M | $1.84T | 39.87% | 76 Outperform | |
| Alphabet Class C | 3.11% | $329.38M | $4.22T | 78.53% | 82 Outperform | |
| Micron | 2.46% | $260.24M | $1.10T | 773.60% | 79 Outperform | |
| Meta Platforms | 2.33% | $247.30M | $1.63T | -12.11% | 76 Outperform | |
| Tesla | 2.24% | $236.85M | $1.42T | 12.46% | 73 Outperform |
MGC Technical Analysis
Positive
―
Price Trends
273.03
Positive
260.87
Positive
254.55
Positive
Market Momentum
0.71
Positive
51.42
Neutral
36.29
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MGC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 273.03, equal to the 50-day MA of 273.03, and equal to the 200-day MA of 254.55, indicating a bullish trend. The MACD of 0.71 indicates Positive momentum. The RSI at 51.42 is Neutral, neither overbought nor oversold. The STOCH value of 36.29 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MGC.
MGC Peer Comparison
Comparison Results
Performance Comparison
MGC
Vanguard Mega Cap ETF
269.77
40.61
17.72%
PRF
Invesco FTSE RAFI US 1000 ETF
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RWL
Invesco S&P 500 Revenue ETF
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VFLO
VictoryShares Free Cash Flow ETF
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VONE
Vanguard Russell 1000 ETF
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JQUA
JPMorgan U.S. Quality Factor ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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