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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
Price/Fair Value
Adjusted Expense Ratio %
Return Rank in Category 1Y %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Active or Passive
1.19
0.850
17
Active
8.05
0.550
Active
3.72
0.400
23
30
66
Passive
3.27
0.150
Active
1.97
0.330
Active
7.11
0.870
Active
8.16
0.650
97
99
100
Active
3.53
0.590
24
Active
6.48
0.290
23
12
11
Passive
9.31
0.590
63
Active
2.04
0.290
83
15
10
Passive
3.77
0.390
26
Active
1.68
0.290
1
Passive
7.98
0.290
3
Passive
5.41
0.500
Active
7.85
0.650
Active
2.59
0.110
48
Passive
2.07
0.800
Active
5.57
0.640
95
34
26
Passive
6.12
0.390
60
11
14
Passive
7.66
0.390
39
7
5
Passive
0.450
Passive
1.48
0.250
88
48
Passive
4.00
0.040
52
46
46
Passive
3.21
0.190
73
74
72
Passive
3.59
0.180
50
49
49
Passive
1.76
0.380
5
22
33
Passive
7.11
0.440
Active
8.18
0.120
85
27
Passive
4.73
0.250
Passive
8.93
0.290
82
Passive
0.51
0.450
4
Active

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