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Large Value ETFs

Large-value funds invest in stocks of big U.S. companies that are less expensive or growing more slowly than other large-cap stocks. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large-cap. Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow).

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
6.68
0.860
88
Active
9.96
0.850
99
Active
3.72
0.550
Active
2.89
0.400
27
78
91
Passive
7.14
0.150
Active
0.450
Passive
6.23
0.680
24
98
Active
0.97
0.590
40
Active
5.96
0.290
35
33
33
Passive
9.28
0.290
45
11
3
Passive
8.28
0.390
Active
7.40
0.290
97
Passive
6.43
0.290
14
Passive
0.51
0.390
21
15
15
Passive
4.67
0.390
39
15
9
Passive
2.00
0.250
55
37
Passive
4.73
0.080
93
94
97
Passive
9.71
0.040
56
33
41
Passive
7.20
0.190
50
45
59
Passive
5.45
0.180
64
35
43
Passive
5.33
0.380
11
66
77
Passive
5.03
0.440
Active
2.32
0.120
14
14
Passive
3.70
0.250
Passive
0.09
0.250
67
48
Passive
9.75
0.490
3
4
Passive
6.33
0.300
37
Passive
2.54
0.450
Active
8.92
0.350
66
55
64
Passive
4.75
0.300
32
Passive

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