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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
5.08
0.750
Active
8.59
0.750
Active
6.30
0.280
56
74
84
Passive
4.18
0.750
Active
9.41
0.590
Passive
8.53
0.600
40
Passive
9.70
0.150
6
Active
1.21
0.600
Passive
4.29
0.600
Passive
0.450
Passive
7.16
0.620
4
79
Active
4.60
0.450
Passive
8.73
0.110
27
30
19
Active
7.81
0.050
Passive
9.99
0.590
7
Active
3.73
0.290
78
54
Passive
0.65
0.290
Passive
9.32
0.220
94
Passive
7.34
0.890
Active
1.010
Active
3.92
0.600
Passive
3.95
0.500
Active
0.29
1.230
3
Passive
6.47
0.110
Passive
7.52
0.350
39
18
Passive
6.37
0.530
93
87
94
Passive
8.10
0.040
38
15
Passive
3.92
0.150
69
14
56
Passive
6.12
0.090
43
Passive
0.81
0.030
52
27
26
Passive
7.54
0.200
33
29
26
Passive

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