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USPX - ETF AI Analysis
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Franklin LibertyQ Global Equity ETF (USPX)
Rating:74Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The ETF charges a very low fee, which helps investors keep more of their returns over time.
Large, Established Holdings
The fund’s top positions are well-known, mega-cap companies that provide a core, blue-chip foundation to the portfolio.
Broad Sector Diversification
Exposure across many sectors, including technology, financials, consumer, health care, and others, helps reduce the impact of weakness in any single industry.
Negative Factors
Recent Weak Performance
The ETF has shown soft returns so far this year and over the past month, which may concern investors looking for near-term strength.
High Concentration in Technology
A large portion of the fund is invested in technology stocks, which increases sensitivity to swings in that sector.
Heavy U.S. Focus
Almost all of the ETF’s assets are in U.S. companies, offering very limited geographic diversification outside the United States.
USPX vs. SPDR S&P 500 ETF (SPY)
AUM1.71B
RegionNorth America
Expense Ratio0.03%
Beta1.02
IssuerFranklin
Inception DateJun 01, 2016
Dividend Yield1.07%
Asset ClassEquity
Index TrackedMorningstar US Target Market Exposure Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume40,803
30 Day Avg. Volume41,610
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
71.85Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering492
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
USPX Summary
Franklin LibertyQ Global Equity ETF (USPX) is a fund that follows the Morningstar US Target Market Exposure Index, giving you broad exposure mainly to U.S. stocks across many sectors. It holds many well-known companies such as Apple and Nvidia, along with other large tech, financial, and consumer brands. Someone might invest in this ETF to get instant diversification and long-term growth potential from a wide mix of leading global businesses 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 stock 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 on the shoulders of U.S. Big Tech, with Nvidia, Apple, Microsoft, Amazon, and Alphabet setting the tone. Alphabet and Amazon have been the bright spots lately, giving the fund a helpful lift, while Nvidia is more mixed and no longer sprinting ahead. Apple, Microsoft, and Meta look like they’re catching their breath, and Tesla is clearly dragging on returns. With a heavy tilt toward U.S. technology and communication services, the fund’s fortunes are closely tied to the mood around mega-cap growth stocks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.33% | $124.97M | $4.44T | 31.66% | 76 Outperform | |
| Apple | 6.47% | $110.36M | $3.76T | 4.57% | 79 Outperform | |
| Microsoft | 5.08% | $86.69M | $2.98T | -1.74% | 79 Outperform | |
| Amazon | 3.30% | $56.27M | $2.13T | -13.07% | 71 Outperform | |
| Alphabet Class A | 3.03% | $51.68M | $3.70T | 65.05% | 85 Outperform | |
| Alphabet Class C | 2.64% | $45.06M | $3.70T | 63.76% | 82 Outperform | |
| Broadcom | 2.56% | $43.60M | $1.54T | 39.53% | 76 Outperform | |
| Meta Platforms | 2.36% | $40.32M | $1.62T | -13.15% | 76 Outperform | |
| Tesla | 1.99% | $33.97M | $1.57T | 17.31% | 73 Outperform | |
| Berkshire Hathaway B | 1.55% | $26.51M | $1.08T | 3.74% | 66 Neutral |
USPX Technical Analysis
Neutral
―
Price Trends
60.20
Negative
59.48
Positive
56.69
Positive
Market Momentum
-0.08
Positive
42.66
Neutral
42.14
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For USPX, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 60.31, equal to the 50-day MA of 60.20, and equal to the 200-day MA of 56.69, indicating a neutral trend. The MACD of -0.08 indicates Positive momentum. The RSI at 42.66 is Neutral, neither overbought nor oversold. The STOCH value of 42.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for USPX.
USPX Peer Comparison
Comparison Results
Performance Comparison
USPX
Franklin LibertyQ Global Equity ETF
59.53
6.47
12.19%
ONEQ
Fidelity Nasdaq Composite Index ETF
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―
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CGUS
Capital Group Core Equity ETF
―
―
―
AKRE
Akre Focus ETF
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―
―
BBUS
JP Morgan Betabuilders U.S. Equity ETF
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―
―
DSI
iShares MSCI KLD 400 Social ETF
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―
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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.
Disclaimer
This 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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