Skip to content

MGCVanguard Morningstar Mega Cap ETF

Grow my money18y track recordRanked #104 of 2,993 in this goal

Tracks the performance of the CRSP US Mega Cap Index.

By Vanguard · Launched 2007

Annual Cost

0.05%

#131 of 5,853 · low cost

Fund Size

$10.6B

#272 of 5,853 · large

Return (1Y)Goal

+19.4%

Track Record

18 years

#550 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,811+18.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Mega

Strategy

Index tracking

Index tracked

CRSP US Mega Cap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 44.1% of fundmoderately concentrated

NVIDIA Corp
8.5%
Apple Inc
8.2%
Microsoft Corp
6.1%
Amazon.com Inc
4.2%
Alphabet Inc
3.8%
Broadcom Inc
3.2%
Alphabet Inc
3.0%
Meta Platforms Inc
2.9%
Tesla Inc
2.4%
Eli Lilly & Co
1.9%

Asset allocation

Stocks
99.7%
Other
0.2%
Cash
0.2%

By sector

Technology
42.8%
Communication
11.5%
Financial Services
11.3%
Consumer Cyclical
9.2%
Healthcare
9.2%
Industrials
6.7%
Consumer Defensive
4.4%
Energy
2.2%
Other
2.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.6%Moderate

Year-on-year price swings

Max drawdown
-33.1%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.05Strong risk-adjusted returns
Sortino (3Y)
1.54Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the performance of the CRSP US Mega Cap Index.
Strategy
Employs an indexing investment approach to replicate the CRSP US Mega Cap Index by investing at least 80% of net assets in mega-capitalization stocks. Focuses on the largest U.S. companies by market capitalization.
Inception date
December 17, 2007
Fund family
Vanguard

What's next?

You've looked at MGC. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.

Data updated on 2026-08-02