Episode Details
Back to EpisodesMGK vs IWM: Mega Caps vs Small Caps
Description
Vanguards MGK and iShares IWM offer distinct U.S. stock investing strategies. MGK focuses on big tech growth, charging 0.05% with $28.3B assets, returning 14.6% in the past year. IWM, with 0.19% fees and $72.8B assets, yields 1%, returning 19.1% in the past year. Over five years, MGK grew $1000 to $1834, while IWM reached $1148. MGK holds 69 stocks, half in tech giants, while IWM spans 2000 small-caps, leaning into healthcare, industrials, and financials. Investors seeking long-term mega-cap growth may prefer MGK, while those wanting small-cap diversification and income might choose IWM, based on risk tolerance and goals.
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