Core Insights - The article compares two ETFs: State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) and Vanguard Value ETF (VTV), highlighting their differing investment strategies and performance metrics [4][5]. Group 1: ETF Characteristics - SPTM offers broader exposure with 1,510 U.S. stocks across all market capitalizations, focusing heavily on technology (34%), financial services (13%), and consumer cyclicals (11%) [1]. - VTV targets large-cap value stocks, with significant allocations in financial services (25%), healthcare (15%), and industrials (13%), holding 331 positions [2]. - SPTM has a growth-oriented tilt, resulting in higher recent returns but also larger drawdowns compared to VTV, which is more defensive and income-focused [5][6]. Group 2: Performance Metrics - Since 2004, SPTM has delivered an annual total return growth of 10.2%, while VTV has achieved 9.3%. Over the last decade, SPTM's growth was 14.5% compared to VTV's 11.8% [6]. - Both ETFs slightly lagged behind the S&P 500, which rose 14.7% annually over the same period [6]. - VTV offers a higher dividend yield of 2.1%, one percentage point more than SPTM, appealing to income-focused investors [3][5]. Group 3: Investment Considerations - SPTM includes 1,000 additional stocks compared to the S&P 500, providing better market breadth, while its allocation to the "Magnificent Seven" is lower at 34% compared to 38% for the S&P 500 [7]. - VTV avoids many high-profile tech stocks, focusing instead on steady dividend-paying stocks, which may be appealing in a volatile market [8]. - The choice between SPTM and VTV ultimately depends on individual investor preferences, with VTV being favored for its income potential and lower risk profile [9].

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]