Skip to Content

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
8.09
0.750
Active
6.42
0.750
Active
7.86
0.820
Active
7.02
0.280
83
78
78
Passive
0.63
0.750
Active
8.07
0.600
Passive
6.27
1.130
Active
0.22
0.150
46
Active
3.26
0.600
Passive
1.96
0.600
Passive
0.450
Passive
0.10
0.630
65
82
Active
6.25
0.450
Passive
7.54
0.500
Passive
1.01
0.500
Passive
1.54
0.490
Passive
7.33
0.600
Passive
9.27
0.490
Passive
9.26
0.590
Active
2.10
0.290
Passive
4.03
0.220
87
Passive
5.48
0.290
Passive
8.91
0.500
Active
2.83
0.350
11
32
Passive

Sponsor Center