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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
0.90
0.290
97
Passive
6.47
0.850
Active
0.91
0.400
86
91
68
Passive
0.420
Active
9.03
0.650
99
97
98
Passive
0.450
Passive
8.85
0.650
25
51
Passive
0.500
Active
8.73
0.190
Passive
1.61
0.650
89
97
Active
0.590
Active
4.03
0.290
29
22
Passive
6.65
0.290
6
7
Passive
8.51
0.500
15
Passive
7.98
0.370
16
22
13
Passive
8.86
0.290
Passive
0.59
0.270
72
Passive
1.55
0.620
40
29
44
Passive
7.85
0.390
27
28
25
Passive
6.77
0.390
15
14
16
Passive
7.14
0.350
100
98
97
Passive
9.54
0.250
22
Passive
7.43
0.080
74
40
29
Passive
3.33
0.040
32
35
30
Passive
5.48
0.250
Passive
0.42
0.190
62
58
52
Passive
9.19
0.200
48
42
38
Passive
8.85
0.180
28
33
28
Passive
8.82
0.390
96
86
39
Passive
1.01
0.120
84
Passive
3.68
0.120
40
Passive
7.47
0.350
41
26
Passive
8.96
0.490
24
37
Passive
7.52
0.290
Passive
6.05
0.720
73
Passive
2.38
0.000
13
Passive
7.94
0.040
49
39
23
Passive
9.37
0.130
22
24
17
Passive
4.91
0.350
44
23
6
Passive
8.69
0.060
42
34
17
Passive
4.73
0.070
41
21
12
Passive
8.48
0.080
61
57
51
Passive
0.78
0.100
27
32
27
Passive
0.67
0.040
48
29
19
Passive
2.45
1.180
33
79
87
Active
5.88
1.040
32
70
96
Active
7.18
0.380
79
73
49
Passive

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