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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
Premium
Price/Fair Value
Adjusted Expense Ratio %
Return Rank in Category 1Y %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Active or Passive
4.74
0.750
16
Active
1.75
0.750
9
Active
8.97
0.900
Active
1.99
0.270
5
52
59
Passive
1.85
0.670
Active
5.15
0.590
Passive
2.76
0.850
Active
3.60
0.550
Passive
6.97
0.600
55
Passive
5.21
0.150
55
Active
0.28
0.600
22
Passive
1.65
0.600
39
Passive
4.00
0.490
94
71
Passive
0.450
Passive
9.15
0.330
Active
9.32
0.610
95
87
Active
9.10
0.450
29
Passive
7.83
0.110
42
23
26
Active
4.01
0.050
Passive
6.76
0.790
100
Active
2.03
0.700
Active
7.83
0.590
22
48
35
Active
2.09
0.290
10
48
38
Passive
1.29
0.290
30
Passive
3.06
0.890
Active
5.53
1.000
Active
3.45
0.600
Passive
4.19
0.600
Passive
1.19
0.500
24
Passive
2.99
1.150
8
Passive
1.46
0.350
79
51
Passive
7.62
0.550
11
91
80
Passive
7.73
0.040
36
18
Passive

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