USPX - ETF AI Analysis
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Franklin LibertyQ Global Equity ETF (USPX)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Technology and Growth Names
Top holdings include several well-known technology and growth companies that have delivered strong or steady results, helping drive the fund’s returns.
Very Low Expense Ratio
The fund charges a low fee, which means more of the investment returns stay in investors’ pockets over time.
Negative Factors
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. stocks, offering very little geographic diversification.
Tech Sector Dominance
A large share of the portfolio is in technology, which can make the ETF more sensitive to swings in that single sector.
Mixed Performance Among Top Holdings
Several major positions, including some large technology and auto names, have shown weak or negative performance this year, which could weigh on future returns if the trend continues.
USPX vs. SPDR S&P 500 ETF (SPY)
AUM1.92B
RegionNorth America
Expense Ratio0.03%
Beta1.01
IssuerFranklin
Inception DateJun 01, 2016
Dividend Yield1.04%
Asset ClassEquity
Index TrackedMorningstar US Target Market Exposure Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume46,571
30 Day Avg. Volume123,432
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
76.41Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering490
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
USPX Summary
Franklin LibertyQ Global Equity ETF (USPX) is a fund that aims to track the Morningstar US Target Market Exposure Index, giving you broad exposure to the overall stock market, mainly in the United States. It holds many large, well-known companies such as Apple and Nvidia, along with other major tech, financial, and consumer businesses. Someone might invest in this ETF to get instant diversification across many sectors and to seek long-term growth from leading global companies in a single investment. A key risk is that it is heavily tilted toward technology stocks, so its value can rise and fall sharply with the tech sector and overall market.
How much will it cost me?The Franklin LibertyQ Global Equity ETF (USPX) has an expense ratio of 0.03%, meaning you’ll pay $0.30 per year for every $1,000 invested. This is much lower than average because it is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The Franklin LibertyQ Global Equity ETF (USPX) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Apple, and Microsoft. However, potential risks include economic slowdowns or regulatory changes that impact the tech industry, as well as rising interest rates that could negatively affect growth stocks and broader market sentiment. Its global exposure provides diversification, but geopolitical tensions or uneven recovery in emerging markets could also pose challenges.
USPX Top 10 Holdings
This ETF is riding a powerful Big Tech and semiconductor wave, with Nvidia, Apple, Amazon, and Alphabet doing most of the heavy lifting. Nvidia and Apple have been rising steadily, while Amazon and Alphabet add extra fuel with strong recent momentum. Microsoft and Broadcom look more mixed, occasionally tapping the brakes but still supporting the overall tech-heavy tilt. Meta and Tesla have been more of a tug-of-war, with recent softness tempering gains. The fund is largely U.S.-focused and heavily concentrated in technology, so its fortunes are closely tied to America’s mega-cap innovators.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.16% | $154.35M | $5.21T | 64.01% | 76 Outperform | |
| Apple | 6.83% | $129.14M | $4.54T | 58.15% | 79 Outperform | |
| Microsoft | 4.78% | $90.39M | $3.11T | -7.02% | 79 Outperform | |
| Amazon | 4.12% | $77.84M | $2.86T | 32.50% | 71 Outperform | |
| Alphabet Class A | 3.55% | $67.19M | $4.62T | 127.32% | 85 Outperform | |
| Broadcom | 3.08% | $58.19M | $1.96T | 81.07% | 76 Outperform | |
| Alphabet Class C | 3.07% | $58.00M | $4.62T | 123.70% | 82 Outperform | |
| Meta Platforms | 2.08% | $39.36M | $1.55T | -2.68% | 76 Outperform | |
| Tesla | 1.93% | $36.45M | $1.60T | 25.54% | 73 Outperform | |
| Berkshire Hathaway B | 1.40% | $26.52M | $1.05T | -3.39% | 66 Neutral |
USPX Technical Analysis
Positive
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Price Trends
61.00
Positive
60.44
Positive
59.30
Positive
Market Momentum
1.09
Positive
70.89
Negative
79.69
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For USPX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 64.05, equal to the 50-day MA of 61.00, and equal to the 200-day MA of 59.30, indicating a bullish trend. The MACD of 1.09 indicates Positive momentum. The RSI at 70.89 is Negative, neither overbought nor oversold. The STOCH value of 79.69 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for USPX.
USPX Peer Comparison
Comparison Results
Performance Comparison
USPX
Franklin LibertyQ Global Equity ETF
65.54
14.29
27.88%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
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AKRE
Akre Focus ETF
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DSI
iShares MSCI KLD 400 Social ETF
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VTHR
Vanguard Russell 3000 ETF
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QLTY
GMO U.S. Quality ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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