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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
9.87
0.750
Active
0.75
0.750
Active
6.59
0.900
Active
8.83
0.280
31
69
82
Passive
7.52
0.750
Active
1.41
0.590
Passive
9.19
0.600
73
Passive
0.03
0.150
8
Active
3.66
0.600
Passive
0.83
0.600
Passive
0.450
Passive
0.16
0.620
15
86
Active
4.84
0.450
Passive
9.58
0.110
31
32
19
Active
1.88
0.050
Passive
6.46
0.820
Active
7.93
0.590
30
75
16
Active
3.77
0.290
62
52
42
Passive
1.16
0.290
71
Passive
8.36
0.220
94
Passive
2.85
0.890
Active
4.86
1.000
Active
7.53
0.600
Passive
7.69
0.500
Active
5.53
1.150
3
Passive
9.32
0.350
51
18
Passive
9.60
0.530
95
89
88
Passive
9.33
0.040
43
18
Passive
2.04
0.150
77
32
44
Passive
3.82
0.090
60
Passive
4.34
0.450
Passive
2.01
0.030
50
28
21
Passive

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