Fresh Comparisons Clarify Tradeoffs Among MGK, VOOG, IWM and IWO

Overview

• VOOG and MGK each list a 0.07% expense ratio, with VOOG offering a higher dividend yield near 0.49% versus MGK around 0.35%–0.40% and trailing 1‑year returns of 15.75% for VOOG versus 14.60% for MGK.
• MGK concentrates in mega‑cap growth with roughly 60–69 holdings led by NVIDIA, Apple and Microsoft accounting for over one‑third of assets, while VOOG holds about 140 S&P 500 growth names with lower single‑name weights and broader sector spread.
• Over five years MGK shows a slightly deeper maximum drawdown than VOOG (about -36% versus -33%) but a higher growth of $1,000 ($1,954 versus $1,880) alongside a higher beta profile.
• In the small‑cap matchup, IWM charges 0.19% versus MGK’s 0.07%, holds about 1,951 stocks with a 1.0% yield, posts a slightly shallower five‑year drawdown (-31.91%), yet lags in five‑year growth of $1,000 ($1,256 versus $1,929).
• VOOG versus IWO shows a fee edge for VOOG (0.07% versus 0.24%) with similar yields, steadier risk (beta 1.08 versus 1.45), a milder five‑year drawdown (-32.74% versus -42.02%), stronger five‑year growth ($1,880 versus $1,097) and 1‑year returns of 16.16% versus 15.31%.