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U.S. Large Cap Index Funds

Name
Morningstar Category
Medalist Rating
Overall
Morningstar Rating for Funds
Overall
Total Return
1 Year
Total Return
3 Year
Total Return
5 Year
Adjusted Expense Ratio
Fund Size
iShares® ESG Screened S&P 500 ETF
XVV
Large Blend 30.36%10.49%0.080%257.58 Mil
iShares® ESG Advanced MSCI USA ETF
USXF
Large Growth 34.59%10.63%0.100%1.10 Bil
iShares U.S. Equity Factor ETF
LRGF
Large Blend 30.29%11.45%13.78%0.080%2.04 Bil
iShares Total US Stock Market Idx K
BKTSX
Large Blend 26.73%8.71%14.32%0.020%3.38 Bil
iShares Total US Stock Market Idx Inv A
BASMX
Large Blend 26.36%8.38%14.01%0.300%3.38 Bil
iShares Total US Stock Market Idx Instl
BITSX
Large Blend 26.74%8.66%14.27%0.080%3.38 Bil
iShares Select Dividend ETF
DVY
Large Value 10.62%5.18%7.56%0.380%18.01 Bil
iShares S&P 500 Value ETF
IVE
Large Value 15.88%9.66%11.45%0.180%32.76 Bil
iShares S&P 500 Index Service
BSPSX
Large Blend 28.27%10.31%15.00%0.220%42.58 Bil
iShares S&P 500 Index K
WFSPX
Large Blend 28.52%10.52%15.21%0.030%42.58 Bil
iShares S&P 500 Index Investor P
BSPPX
Large Blend 28.11%10.16%14.85%0.350%42.58 Bil
iShares S&P 500 Index Investor A
BSPAX
Large Blend 28.11%10.16%14.85%0.350%42.58 Bil
iShares S&P 500 Index Institutional
BSPIX
Large Blend 28.43%10.44%15.13%0.100%42.58 Bil
iShares S&P 500 Index G
BSPGX
Large Blend 28.54%10.54%15.23%0.010%42.58 Bil
iShares S&P 500 Growth ETF
IVW
Large Growth 39.06%9.86%17.19%0.180%54.80 Bil
iShares S&P 500 BuyWrite ETF
IVVW
Large Blend0.250%18.96 Mil
iShares S&P 100 ETF
OEF
Large Blend 34.44%12.54%17.33%0.200%13.30 Bil
iShares Russell Top 200 Value ETF
IWX
Large Value 15.10%6.49%8.80%0.200%2.18 Bil
iShares Russell Top 200 Growth ETF
IWY
Large Growth 43.15%14.07%21.64%0.200%12.53 Bil
iShares Russell Top 200 ETF
IWL
Large Blend 32.10%11.35%16.50%0.150%1.50 Bil
iShares Russell 3000 ETF
IWV
Large Blend 26.55%8.50%14.11%0.200%14.48 Bil
iShares Russell 1000 Value ETF
IWD
Large Value 13.76%5.55%8.58%0.190%55.59 Bil
iShares Russell 1000 Large-Cap Idx K
BRGKX
Large Blend 27.57%9.27%14.70%0.070%1.38 Bil
iShares Russell 1000 Large-Cap Idx Inv A
BRGAX
Large Blend 27.22%8.95%14.37%0.350%1.38 Bil
iShares Russell 1000 Large-Cap Idx Instl
BRGNX
Large Blend 27.54%9.22%14.66%0.130%1.38 Bil

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