Viasat, Apple, and Microsoft Holdings in Growth ETFs
What happened
Viasat is classified as a small-cap holding, while Apple Inc. and Microsoft are categorized as large-cap holdings within growth exchange-traded funds. A comparison of investment strategies pits the Vanguard Morningstar Growth ETF, which tracks large-cap giants, against the State Street SPDR S&P 600 Small Cap Growth ETF, which tracks smaller companies. The State Street fund carries an expense ratio of 0.15%, compared to 0.03% for the Vanguard Morningstar Growth ETF.
From fool.com
Why it matters
The comparison highlights how growth investing differs based on company size, contrasting established large-cap leaders with smaller firms offering potential for high-octane expansion. The cost difference between the two funds, specifically the expense ratio, can represent a meaningful drag on total returns when compounded over time.
Vanguard Growth and Small-Cap Growth ETFs target growth-oriented U.S. equities, concentrating on large-cap and small-cap companies respectively.
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Who's involved
- ViasatSmall-cap holding in growth ETFs
- Apple Inc.Large-cap holding in growth ETFs
- MicrosoftLarge-cap holding in growth ETFs
Possible ripples
Who this could reach next, traced step by step from the reporting. Possibilities worth considering, not forecasts.- Microsoft's growth ETF appeal may intensify competition for AdobeIncreased investor focus on Microsoft may accelerate competitive moves against AdobePossible
- Investor focus on growth ETF holdings may boost Direxion's demandInvestor focus on growth ETF holdings may increase demand for Direxion's financial productsPossible
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The entities involved
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Viasat
American communications company
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Apple Inc.
American multinational technology company based in Cupertino, California
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Microsoft
American multinational technology corporation
Related events
- Invesco manages the S&P 500 Quality ETF, and Microsoft is identified as a major holding within this fund.
- Microsoft and Apple Inc. are both major tech companies seeking investor capital.
- Vanguard funds are unable to hold U.S. mega-cap stocks, including Microsoft and Apple Inc.
- MarketBeat is providing analyst recommendations and financial comparisons for Viasat and TPT.
- Vanguard funds are holding major positions in Microsoft, Apple, and Nvidia, three key players in the AI supply chain.