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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
5.79
0.750
Active
2.66
0.750
Active
0.93
0.860
Active
8.84
0.280
63
68
81
Passive
0.65
0.750
Active
1.58
0.600
93
Passive
9.05
1.130
Active
0.41
0.150
5
Active
4.31
0.600
Passive
5.99
0.600
Passive
0.450
Passive
4.39
0.620
8
66
Active
6.16
0.450
Passive
2.78
0.500
Passive
0.27
0.500
Passive
3.83
0.490
Passive
5.60
0.600
Passive
3.20
0.490
Passive
5.25
0.590
Active
9.02
0.290
Passive
4.22
0.220
96
Passive
0.93
0.290
Passive
7.21
0.500
Active
8.87
1.230
46
Passive
8.51
0.110
Passive
2.35
0.350
31
38
Passive
8.28
0.530
96
93
91
Passive
9.58
0.040
39
14
Passive
0.44
0.190
10
Passive

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