Vanguard Morningstar Mega Cap Growth ETF (MGK)

How has MGK done since 2007?#

From December 2007 to October 2026, MGK returned about 13.5% a year. The S&P 500 returned about 11.1% a year over the same dates. Say you put in $10,000 at the start. It would have been worth about $107,839 at the end, with every dividend reinvested.

MGK returns by month and year#

MGK rose in 140 of its 227 months (62%). Its best month was April 2020, at 15.0%. Its worst was October 2008, at −16.7%.

How risky is MGK compared with the S&P 500?#

Measured from October 2021 to October 2026, on the days both traded.

• Beta 1.28. When the S&P 500 moved 1% in a day, MGK tended to move about 1.28%.
• Correlation 0.95. MGK mostly moved with the S&P 500.
• Up and down months. In months the S&P 500 rose, MGK rose 114% as much on average. In months it fell, MGK fell 117% as much.

Is MGK above its 200-day average?#

MGK closed 6.0% above its 200-day average on October 16, 2026. A rule that holds MGK only above that average would hold it today.

What was MGK’s worst drop?#

A drawdown is how far a fund falls from its last high point. MGK’s worst fall was −48.0%, from December 27, 2007 to March 9, 2009. It got back to that high on January 14, 2011. On October 16, 2026 it was 5.4% below its highest close.

What does MGK hold?#

This fund owns shares of about 50 very large US companies that are growing fast. Because it holds so few stocks, a handful of tech giants make up much of its value. It can swing more than a fund that owns the whole market.

It tracks the Morningstar US Mega Cap Growth Index. It had 52 holdings as of September 30, 2026, according to Vanguard.

What is the MGK expense ratio?#

MGK charges 0.05% a year. An expense ratio is the yearly fee a fund takes to run itself. On $10,000, a 0.05% fee comes to about $5 a year. Of the 162 ETFs on Tactfolio, 77% charge more.

You never get a bill for it. The fund takes the fee out of its own value a little each day.

Which Tactfolio strategies hold MGK?#

No classic strategy holds MGK yet. You can add it to your own rules in the builder and see how they would have done.

How does MGK compare with similar ETFs?#

Funds that can stand in for MGK:

• VUG: Vanguard Morningstar Growth ETF, 0.03% a year
• SCHG: Schwab U.S. Large-Cap Growth ETF, 0.04% a year
• SPYG: State Street SPDR Portfolio S&P 500 Growth ETF, 0.04% a year
• VONG: Vanguard Russell 1000 Growth ETF, 0.06% a year

See all 8 MGK alternatives, compared on the same dates as MGK.

Test MGK in your own rules#

Tactfolio is a platform where you build rules-based investing strategies, backtest them on decades of real prices, share them, and run them automatically in your own Alpaca account. Open the builder, add MGK, and see how a rule such as “hold it only above its 200-day average” would have done. Strategies run on daily prices and hold US stocks and ETFs only.

The details#

Prices come from Tactfolio’s stored daily prices for MGK and SPY. Each close is adjusted for splits, and dividends are reinvested on the day the fund pays them out. CAGR is the steady yearly return that turns the starting value into the ending value. Volatility is the yearly standard deviation of daily returns. Beta and correlation compare daily returns with the S&P 500 over the same dates.

Fund facts come from Vanguard. We checked them on October 17, 2026. Read what a backtest simulates and how to read drawdown and CAGR for more on these measures.