ISCG vs. MGK: Is Small-Cap Growth or Mega-Cap Tech the Better Buy for Investors?
Small-cap growth fund ISCG delivered stronger returns over the last 12 months, while mega-cap fund MGK had the higher return over the last five years.
Overview
The choice between the iShares Morningstar Small-Cap Growth ETF (NYSEMKT:ISCG) and the Vanguard Morningstar Mega Cap Growth ETF (NYSEMKT:MGK) depends on whether an investor wants small-cap upside potential or mega-cap tech dominance.
Beta measures price volatility relative to the S&P 500; beta is calculated from monthly returns over the available fund history (up to five years). The 1-year return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
Details
MGK is the slightly cheaper fund, with an expense ratio of 0.05% compared to ISCG’s 0.06%. ISCG, however, offers a higher dividend yield for income-focused investors.
Source
Originally published at www.fool.com.