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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
2.45
0.880
98
Active
4.95
0.400
14
62
82
Passive
0.450
Passive
1.55
0.490
Active
9.94
0.680
77
97
Active
0.57
0.590
Active
5.88
0.290
40
22
Passive
2.57
0.290
34
10
Passive
6.75
0.390
Active
2.60
0.290
14
Passive
9.82
0.270
25
Passive
6.98
0.390
20
12
12
Passive
6.57
0.390
34
9
13
Passive
8.58
0.250
30
66
Passive
7.77
0.080
93
83
95
Passive
9.18
0.040
60
29
29
Passive
8.27
0.190
50
45
51
Passive
6.89
0.180
70
32
38
Passive
4.76
0.390
36
54
68
Passive
0.83
0.120
14
24
Passive
0.25
0.120
11
13
Passive
9.15
0.350
70
38
Passive
8.23
0.490
3
7
Passive
9.06
0.300
39
Passive
8.01
0.450
Active
9.99
0.350
61
25
45
Passive
0.29
0.540
Active
4.91
0.070
76
30
26
Passive
9.81
0.100
69
31
37
Passive
1.75
0.040
65
34
27
Passive
9.99
1.250
100
99
97
Active
2.72
1.140
100
100
99
Active

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