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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
7.68
1.690
100
Active
7.16
0.600
56
Passive
9.32
0.580
62
61
Passive
0.490
Passive
0.470
Passive
6.56
0.120
39
6
Passive
0.20
0.040
46
17
12
Passive
1.85
0.070
64
13
8
Passive
6.64
0.080
38
21
16
Passive
8.29
0.100
30
32
26
Passive
9.89
0.030
49
28
22
Passive
9.33
0.650
76
1
Passive
2.74
0.500
78
Passive
4.06
1.250
100
100
100
Active
7.22
0.280
50
63
53
Active
9.20
0.080
27
56
48
Passive
1.33
0.100
56
Passive
4.42
0.550
Active

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