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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
3.73
0.880
Active
3.50
0.400
82
88
71
Passive
3.75
0.650
99
96
99
Passive
0.450
Passive
0.500
Active
3.43
0.650
91
97
Active
3.33
0.590
Active
1.71
0.290
49
24
Passive
6.39
0.290
5
8
Passive
8.23
0.290
Passive
4.57
0.270
77
Passive
2.49
0.620
31
32
35
Passive
6.79
0.390
27
29
23
Passive
3.74
0.390
13
14
15
Passive
1.90
0.250
12
Passive
5.21
0.080
87
63
61
Passive
0.46
0.040
41
37
29
Passive
4.10
0.190
55
52
46
Passive
3.06
0.180
37
35
27
Passive
8.82
0.390
97
86
73
Passive
7.36
0.120
85
Passive
4.80
0.120
36
Passive
3.54
0.350
59
31
Passive
0.33
0.490
19
38
Passive
9.09
0.290
Passive
0.36
0.000
24
Passive
5.50
0.120
25
28
18
Passive
8.11
0.350
68
34
18
Passive
3.35
0.540
Active
8.46
0.070
35
22
14
Passive
7.64
0.100
37
34
26
Passive
2.09
0.040
40
30
20
Passive
2.95
1.180
33
80
95
Active
4.94
1.040
40
79
99
Active

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