ETF Rebalancing Calculator

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Growth ETFs

VUG

Vanguard Growth ETF

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Vanguard Growth ETF (VUG) is an exchange-traded fund that provides investors with exposure to growth-oriented companies and sectors. It carries an expense ratio of 0.04%. The fund offers a dividend yield of approximately 0.50%. The portfolio holds 200 securities.

Category

Growth ETFs

Dividend Yield

0.5%

Expense Ratio

0.04%

Holdings

200

Dividend History

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Top Holdings

1Apple
2Microsoft
3Nvidia
4Amazon

Key Features

  • Large-cap growth stocks
  • Low cost
  • Growth factor
  • Managed by Vanguard

Advantages

  • Ultra-low cost
  • Growth stock concentration
  • Strong long-term performance
  • Wide range of holdings

Risks

  • Growth stock valuation
  • Sensitive to rising interest rates
  • Volatility vs. value stocks
  • Concentration risk

Rebalancing Strategy

Allocate 30-50% to growth stocks; balance with value stocks (VTV)

VUG Investment Analysis

VUG (Vanguard Growth ETF) is a Growth ETFs ETF comprising 200 holdings. It has an expense ratio of 0.04% and a dividend yield of 0.5%. Its very low expense ratio makes it well-suited for long-term investing.

This ETF focuses on capital growth rather than dividend income.

VUG can play an important role in your portfolio. It holds a sufficient number of stocks for adequate diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

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