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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
1.02
0.860
89
Active
3.57
0.880
99
Active
9.88
0.550
Active
7.57
0.400
19
75
86
Passive
0.450
Passive
8.72
0.680
35
97
Active
8.95
0.590
40
Active
1.97
0.290
48
33
Passive
3.31
0.290
38
8
Passive
9.19
0.390
Active
5.58
0.290
Passive
3.80
0.290
11
Passive
8.62
0.270
46
Passive
5.58
0.390
20
16
15
Passive
9.15
0.190
22
Passive
2.08
0.390
34
12
12
Passive
0.26
0.250
37
38
Passive
1.93
0.080
98
89
97
Passive
1.02
0.040
58
35
39
Passive
5.59
0.190
47
45
60
Passive
4.74
0.180
64
36
46
Passive
1.20
0.390
21
76
81
Passive
5.13
0.120
13
14
Passive
5.53
0.350
72
47
Passive
9.07
0.490
4
11
Passive
9.91
0.300
33
Passive
3.08
0.450
Active
2.53
0.350
70
37
63
Passive
9.76
0.300
30
Passive
5.72
0.540
Active

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