Hooray! Finally, a month with growth. I was actually surprised to see that since the markets still aren’t doing good.
I know it isn’t “growth” because we are still at a loss as a whole, but buying during these low months is going to catapult our balance once the market recovers.
I was looking at the Vanguard ETF options the other week to make sure my picks were still the best performers and I noticed a new one that interested me.
The Russell 1000 Growth Index FD ETF SHS fund (VONG), was more than a 3rd less than my Mega Cap Growth ETF (MGK). They both perform about the same.
Comparison
My Mega Cap has a .07% expense ratio, an inception (12/17/2007) rate of return of 10.75%, and a 10 year of 14.37%. As of writing this, it is currently $190 a share.
Russell 1000 has a .08% expense ratio, an inception (9/20/2010) rate of return of 14.63%, and a 10 year of 14.68%. As of writing this, it is currently $59 share.
The top 10 investments for both are pretty much the same companies.
Being that I can buy 3 shares of the Russell for what I can buy the large cap, I am going to start focusing some of my money toward that for the time being.
I usually buy whatever is lowest that day, while also keeping a balance across my large cap, mid cap, small cap, and international.
| Investment | Deposit | Balance | Growth |
| Work 401k | $1,322 | $101,576 | $8,185 |
| Roth IRAs | $1,000 | $30,145 | $1,682 |