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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
9.76
1.540
100
Passive
3.39
1.870
Active
6.78
1.870
Active
4.05
0.600
Active
7.03
0.600
3
Passive
1.72
0.120
4
Passive
8.81
0.040
17
11
9
Passive
2.97
0.070
15
7
5
Passive
6.20
0.080
18
14
13
Passive
8.35
0.100
20
19
17
Passive
8.53
0.030
38
24
20
Passive
2.23
0.180
Passive
0.19
0.650
13
Passive
1.06
0.500
6
Passive
6.57
1.230
99
100
100
Active
7.47
0.200
5
Active
6.95
0.280
71
67
48
Active
4.67
0.080
78
64
47
Passive
7.09
0.100
27
Passive

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