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Large Blend ETFs

Large-blend funds are fairly representative of the overall U.S. stock market in size, growth rates, and price. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap. The blend style is assigned to portfolios where neither growth nor value characteristics predominate. These portfolios tend to invest across the spectrum of U.S. industries, and owing to their broad exposure, the portfolios’ returns are often similar to those of the S&P 500 Index.

Name
Ticker
Price/Fair Value
Adjusted Expense Ratio %
Return Rank in Category 1Y %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Active or Passive
7.21
0.750%
16%
Active
6.03
0.750%
2%
Active
8.37
1.000%
Active
6.81
0.940%
99%
Active
6.98
0.270%
11%
16%
41%
Passive
7.62
0.750%
33%
Active
8.82
0.650%
87%
75%
77%
Passive
6.52
0.600%
92%
Passive
9.83
0.150%
Active
5.35
0.150%
22%
9%
Active
7.82
0.980%
Passive
3.55
0.490%
91%
74%
52%
Passive
0.450%
Passive
0.450%
Passive
9.79
0.790%
Active
0.150%
Passive
0.290%
Active
2.07
0.330%
Active
8.27
0.490%
18%
Active
5.91
0.750%
Passive
1.61
0.610%
70%
96%
96%
Active
9.76
0.450%
67%
Passive
7.84
0.190%
29%
27%
65%
Active
4.23
0.110%
56%
31%
36%
Active
9.73
0.150%
Active
9.28
0.050%
76%
Passive
4.02
0.590%
27%
5%
27%
Active
8.72
0.290%
75%
48%
53%
Passive
5.85
0.290%
13%
Passive
6.54
0.590%
97%
Active
2.72
0.550%
12%
65%
50%
Passive
1.83
0.320%
78%
36%
19%
Passive
8.01
0.250%
42%
69%
85%
Passive
8.25
0.220%
9%
37%
Passive
0.700%
Active
0.24
0.030%
64%
97%
96%
Passive
0.900%
Active
8.30
0.430%
67%
69%
46%
Passive
5.96
0.600%
Passive
7.49
0.600%
45%
Passive
2.37
0.650%
Active
9.59
0.500%
40%
Passive
5.29
0.650%
84%
Active
6.83
0.360%
Passive
1.04
0.190%
Passive
2.75
1.010%
99%
71%
Passive
2.95
0.850%
19%
Active

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