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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 28.07%11.31%0.080%255.11 Mil
iShares® ESG Advanced MSCI USA ETF
USXF
Large Growth 35.36%12.27%0.100%1.10 Bil
iShares U.S. Equity Factor ETF
LRGF
Large Blend 28.90%12.25%14.11%0.080%2.01 Bil
iShares Total US Stock Market Idx K
BKTSX
Large Blend 24.66%9.31%14.42%0.020%3.37 Bil
iShares Total US Stock Market Idx Inv A
BASMX
Large Blend 24.27%9.01%14.10%0.300%3.37 Bil
iShares Total US Stock Market Idx Instl
BITSX
Large Blend 24.60%9.27%14.37%0.080%3.37 Bil
iShares Select Dividend ETF
DVY
Large Value 9.28%5.31%8.05%0.380%17.86 Bil
iShares S&P 500 Value ETF
IVE
Large Value 15.83%10.37%11.97%0.180%32.44 Bil
iShares S&P 500 Index Service
BSPSX
Large Blend 26.03%11.08%15.10%0.220%41.85 Bil
iShares S&P 500 Index K
WFSPX
Large Blend 26.27%11.30%15.32%0.030%41.85 Bil
iShares S&P 500 Index Investor P
BSPPX
Large Blend 25.86%10.94%14.95%0.350%41.85 Bil
iShares S&P 500 Index Investor A
BSPAX
Large Blend 25.86%10.94%14.95%0.350%41.85 Bil
iShares S&P 500 Index Institutional
BSPIX
Large Blend 26.18%11.22%15.24%0.100%41.85 Bil
iShares S&P 500 Index G
BSPGX
Large Blend 26.29%11.32%0.010%41.85 Bil
iShares S&P 500 Growth ETF
IVW
Large Growth 34.96%10.81%16.98%0.180%53.05 Bil
iShares S&P 500 BuyWrite ETF
IVVW
Large Blend0.250%18.88 Mil
iShares S&P 100 ETF
OEF
Large Blend 30.53%13.17%17.19%0.200%12.88 Bil
iShares Russell Top 200 Value ETF
IWX
Large Value 13.59%7.10%9.25%0.200%2.16 Bil
iShares Russell Top 200 Growth ETF
IWY
Large Growth 38.63%14.89%21.33%0.200%12.08 Bil
iShares Russell Top 200 ETF
IWL
Large Blend 28.80%12.02%16.49%0.150%1.50 Bil
iShares Russell 3000 ETF
IWV
Large Blend 24.44%9.11%14.21%0.200%14.20 Bil
iShares Russell 1000 Value ETF
IWD
Large Value 13.62%6.26%9.08%0.190%54.80 Bil
iShares Russell 1000 Large-Cap Idx K
BRGKX
Large Blend 25.46%9.97%14.82%0.070%1.34 Bil
iShares Russell 1000 Large-Cap Idx Inv A
BRGAX
Large Blend 25.13%9.65%14.47%0.350%1.34 Bil
iShares Russell 1000 Large-Cap Idx Instl
BRGNX
Large Blend 25.40%9.92%14.77%0.130%1.34 Bil

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