Core Insights - The Vanguard S&P 500 Growth ETF (VOOG) and the Vanguard Growth ETF (VUG) target U.S. growth stocks but differ in size, sector focus, and risk-return profiles [1][2] Cost & Size Comparison - VOOG has an expense ratio of 0.07% and AUM of $21.7 billion, while VUG has a lower expense ratio of 0.04% and AUM of $357.4 billion [3][10] - The one-year return for VOOG is 15.7%, compared to 14.4% for VUG, and VOOG offers a slightly higher dividend yield of 0.48% versus VUG's 0.42% [3] Performance & Risk Metrics - Over five years, VOOG has a max drawdown of -32.74%, while VUG has a max drawdown of -35.61% [4] - A $1,000 investment in VOOG would grow to $1,978, while the same investment in VUG would grow to $1,984 over five years [4] Portfolio Composition - VUG holds 160 stocks with 53% in technology, while VOOG holds 217 stocks with 45% in technology [5][6] - The top three holdings for both funds are Nvidia, Apple, and Microsoft, but VUG's top three holdings account for 33.51% of its total assets, compared to 27.23% for VOOG, indicating greater diversification in VOOG [9] Diversification & Volatility - VOOG's larger number of holdings and lower concentration in technology may reduce its volatility, as indicated by its lower beta of 1.10 compared to VUG's beta of 1.23 [3][8] - VOOG's structure allows for less weight toward top stocks, which can help mitigate risk [9] Liquidity Considerations - VUG's significantly larger AUM provides better liquidity and trading flexibility for investors compared to VOOG [10]

Two growth ETFs, two distinct strategies -- see how cost, sector mix, and risk profiles set these funds apart for investors.The Vanguard Growth ETF (VUG 1.57%) stands out for its ultra-low fees, mega-cap focus, and stronger recent returns, while the iShares Russell 2000 Growth ETF (IWO 1.89%) offers diversified access to small-cap growth companies and greater sector balance.Both funds target U.S. growth stocks, but their approaches differ sharply: VUG tracks large, established growth companies, while IWO ze ...

The ‘post consensus’ age has arrived, according to Mercer.In its latest annual thematic outlook, the global Marsh McLennan multi-manager and asset consultant says the investment world now operates in “a landscape in which the norms that guided portfolio construction, risk management, and strategic allocation for decades are being reconsidered, reexamined, and in many cases overturned”.Amid the chaos, the Mercer report has ordered the investment themes for the years ahead into three categories of ‘regime cha ...

Core Insights - A recent UBS report reveals that billionaires are shifting their investment focus towards Western Europe and China, showing increased optimism compared to previous years [2][7]. Investment Sentiment - 40% of billionaire respondents see investment opportunities in Western Europe over the next 12 months, a significant increase from 18% in 2024 [3]. - In China, 34% of respondents identify opportunities, up from 11% last year [3]. - The Asia Pacific region, excluding China, also saw a rise in interest, with 33% of respondents expressing bullish sentiment, an increase of eight percentage points [4]. Regional Shifts - North America has experienced a decline in popularity among billionaire investors, with only 63% favoring the region in 2025, down from 80% in 2024 [4]. - Concerns regarding tariffs, geopolitical conflicts, policy uncertainty, and inflation are influencing these shifts in sentiment [5]. Investment Preferences - 66% of respondents cited tariffs as a major concern likely to negatively impact the market environment in the next 12 months [5]. - The report indicates a preference for private equity investments, with 49% of billionaires planning to allocate funds to direct private equity over the next year [8].

Core Insights - The Vanguard Mega Cap Growth ETF (MGK) and the Vanguard S&P 500 Growth ETF (VOOG) target U.S. large-cap growth stocks but differ in diversification, sector tilt, and recent performance [1][2] Cost & Size - Both MGK and VOOG have an expense ratio of 0.07% - As of December 12, 2025, MGK has a 1-year return of 15.09% and a dividend yield of 0.37%, while VOOG has a 1-year return of 16.74% and a dividend yield of 0.48% - MGK has assets under management (AUM) of $33.0 billion, compared to VOOG's AUM of $21.7 billion [3] Performance & Risk Comparison - Over the past five years, MGK experienced a maximum drawdown of -36.02%, while VOOG had a maximum drawdown of -32.74% - A $1,000 investment in MGK would have grown to $2,083 over five years, compared to $1,978 for VOOG [4] Portfolio Composition - VOOG holds 217 stocks, with a sector exposure of 44% in technology, followed by communication services and consumer cyclical - MGK is more concentrated with 66 holdings and a heavier tilt toward technology at 58%, with top positions in Nvidia, Apple, and Microsoft [5][6] Investment Implications - MGK focuses on mega-cap stocks, defined as companies with a market cap of at least $200 billion, resulting in a more targeted portfolio - VOOG offers a broader approach by tracking the growth segment of the S&P 500, which may reduce volatility but could also lead to lower returns during tech rallies [8][10] - The choice between MGK and VOOG depends on investor goals, with MGK suitable for those seeking exposure to mega-cap leaders and VOOG for those wanting greater diversification [11]

Core Insights - The article discusses the increasing popularity of ETFs in investment portfolios for diversification purposes [1] - It highlights the author's focus on dividend investing, particularly in quality blue-chip stocks, BDCs, and REITs, aiming to supplement retirement income through dividends [1] Group 1 - The author emphasizes a buy-and-hold investment strategy, prioritizing quality over quantity in stock selection [1] - There is a goal to assist lower and middle-class workers in building investment portfolios that consist of high-quality, dividend-paying companies [1] - The article aims to provide a new perspective for investors seeking financial independence [1] Group 2 - The author identifies as a Navy veteran with a personal interest in dividend investing [1] - The article is intended for educational purposes, encouraging readers to conduct their own due diligence [1]

🇧🇷 ADOPTION: Brazil’s largest private bank recommends a 1%–3% $BTC allocation to boost diversification. https://t.co/DP1jGr6mkw ...

Core Insights - The Vanguard Growth ETF (VUG) and Invesco QQQ Trust (QQQ) are both popular choices for investors seeking exposure to U.S. large-cap growth stocks, with VUG offering lower fees and broader diversification compared to QQQ [1][2] Cost and Size Comparison - VUG has an expense ratio of 0.04%, significantly lower than QQQ's 0.20%, which translates to $4 versus $20 in fees per $10,000 invested annually [3][8] - As of December 2025, VUG has $353 billion in assets under management (AUM), while QQQ has $403 billion [3] Performance Metrics - Over the past year, VUG returned 14.4% while QQQ returned 16.6% [3] - The maximum drawdown over five years for VUG was -35.61%, compared to -35.12% for QQQ [4] - A $1,000 investment in VUG would have grown to $1,984 over five years, while the same investment in QQQ would have grown to $2,033 [4] Holdings and Sector Allocation - QQQ tracks the NASDAQ-100 Index and holds 101 stocks, with a sector allocation of 55% technology, 17% communication services, and 13% consumer cyclical [5] - VUG holds 160 stocks with a similar sector tilt: 53% technology, 14% communication services, and 14% consumer cyclical [6] Investment Considerations - Both ETFs have a strong tilt towards technology and contain similar top holdings, but VUG's greater diversification may appeal to investors seeking reduced volatility [7][9] - The choice between VUG and QQQ largely depends on the investor's preference for diversification versus potential higher returns, as both funds have shown similar earnings over the last five years [10]

Investment Strategy - The advice emphasizes the importance of not being overly influenced by daily news and events, but rather focusing on the bigger picture [1] - It suggests developing a game plan, including strategies for dealing with uncertainty, to navigate market changes effectively [2] - Portfolio diversification is highlighted as a key element of a sound financial strategy, enabling investors to withstand market fluctuations [2] Risk Management - Reacting impulsively to market events is discouraged, as it is unlikely to lead to optimal outcomes [2] - Having sufficient financial resources and diversification helps avoid the need for reactive decision-making [2]

Is it a catalytic moment to look more broadly or invest more broadly. So again, the narrative has been so much has been confined to these seven stocks, so much it is confined to these hyperscalers this particular sector. Is this the moment in which people begin to look more seriously at some of the other sectors and companies that you've been alluding to here in Lisa pointing out in the last hour what we've seen in small caps, what we've seen the Russell 2000 over the last week, an indication to you that th ...