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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
3.61
0.850
28
Active
3.15
0.550
Active
1.82
0.400
75
59
82
Passive
2.02
0.150
Active
3.10
0.330
Active
0.76
0.870
Active
2.00
0.650
89
94
Active
9.32
0.590
49
Active
9.13
0.590
60
Active
0.87
0.390
Active
0.69
0.290
2
Passive
3.13
0.290
11
Passive
7.58
0.650
Active
4.62
0.110
35
Passive
9.60
0.800
Active
0.13
0.390
27
11
14
Passive
3.74
0.390
10
6
4
Passive
0.450
Passive
3.69
0.250
39
20
Passive
0.44
0.080
14
96
85
Passive
3.37
0.040
59
41
45
Passive
5.27
0.190
71
62
67
Passive
1.06
0.180
58
44
48
Passive
7.19
0.380
17
53
50
Passive
3.85
0.440
Active
4.95
0.120
81
22
Passive
7.20
0.250
Passive
6.71
0.290
85
Passive
0.99
0.450
27
Active

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