IVW vs MGK

Both IVW and MGK are ETFs. IVW has a lower 5-year return than MGK (16.88% vs 18.68%). IVW has a higher expense ratio than MGK (0.18% vs 0.07%). Below is the comparison between IVW and MGK.

IVW MGK
Segment Equity: U.S. - Large Cap Growth Equity: U.S. - Large Cap Growth
Issuer BlackRock Vanguard
Net Assets $25.3B $6.75B
Expense Ratio 0.18% 0.07%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.62% 1.00%
Underlying Index S&P 500 Growth Index CRSP US Mega Cap Growth Index
YTD Return 25.68% 32.19%
1-Year Return 30.93% 38.33%
3-Year Return 18.99% 21.90%
5-Year Return 16.88% 18.68%
10-Year Return 16.06% 16.94%

IVW description

The Fund seeks investment results corresponding generally to price and yield performance, before fees and expenses, of the S&P 500/BARRA Growth Index. Uses a replication strategy to track the Index. The Index is a subset of the S&P 500 Index and consists of firms with the highest price-to-book ratios in the Index.

IVW performance & returns

YTD Return 25.68%
1-Month Return 1.99%
3-Month Return 4.00%
1-Year Return 30.93%
3-Year Return 18.99%
5-Year Return 16.88%
10-Year Return 16.06%
IVW expense ratio is 0.18%.

IVW holdings

Top 10 Holdings (44.00% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 10.92%
Microsoft Corp MSFT 9.34%
Amazon.com Inc AMZN 7.87%
Facebook Inc A FB 3.69%
Alphabet Inc A GOOGL 2.58%
Alphabet Inc Class C GOOG 2.53%
Visa Inc Class A V 1.98%
NVIDIA Corp NVDA 1.96%
Mastercard Inc A MA 1.75%
Adobe Inc ADBE 1.38%

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MGK description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the largest-capitalization growth stocks in the United States. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Mega Cap Growth Index.

MGK performance & returns

YTD Return 32.19%
1-Month Return 0.98%
3-Month Return 3.10%
1-Year Return 38.33%
3-Year Return 21.90%
5-Year Return 18.68%
10-Year Return 16.94%
MGK expense ratio is 0.07%.

MGK holdings

Top 10 Holdings (54.23% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 12.93%
Microsoft Corp MSFT 11.54%
Amazon.com Inc AMZN 9.72%
Facebook Inc A FB 4.57%
Alphabet Inc A GOOGL 3.18%
Alphabet Inc Class C GOOG 3.04%
Visa Inc Class A V 2.44%
Tesla Inc TSLA 2.32%
NVIDIA Corp NVDA 2.30%
Mastercard Inc A MA 2.19%

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