USPX - ETF AI Analysis
Top Page
Franklin LibertyQ Global Equity ETF (USPX)
USPX, the Franklin LibertyQ Global Equity ETF, earns a solid overall rating thanks to heavy exposure to high-quality tech leaders like Apple, Microsoft, and Alphabet, which benefit from strong financial performance and long-term growth drivers in cloud, AI, and services. Additional support comes from Nvidia and Broadcom, whose focus on AI and data center growth further strengthens the fund’s outlook, though their high valuations and some mixed technical signals introduce volatility risk. The main risk factor is the fund’s concentration in large, premium-priced technology and growth stocks, which could be more sensitive to market pullbacks or changing sentiment around high valuations.
USPX vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.07B
- Region
- North America
- Expense Ratio
- 0.03%
- Beta
- 1.01
- Issuer
- Franklin
- Inception Date
- Jun 01, 2016
- Dividend Yield
- 1.04%
- Asset Class
- Equity
- Index Tracked
- Morningstar US Target Market Exposure Index
USPX Summary
Franklin LibertyQ Global Equity ETF (USPX) is a stock fund that follows the Morningstar US Target Market Exposure Index, giving you broad exposure to the overall U.S. market. It mainly holds large, well-known companies like Apple, Microsoft, Amazon, and Nvidia, with a strong tilt toward technology but also includes financial, health care, and consumer companies. Someone might invest in USPX to get simple, one-stop diversification across many leading U.S. businesses and to seek long-term growth. A key risk is that it can rise or fall with the stock market, and its heavy focus on tech can make it more volatile.
How much will it cost me?
This ETF has an expense ratio of 0.03%, which means you’ll pay about $0.30 per year for every $1,000 invested. That’s much lower than the average ETF because it’s a passively managed fund that tracks an index, keeping costs down.
What would affect this ETF?
Future performance of USPX will be helped if large U.S. technology and internet companies like Nvidia, Apple, Microsoft, and Alphabet keep growing, and if the overall U.S. economy remains healthy with supportive interest rate and regulatory environments. On the downside, the ETF could be hurt by a downturn in the tech sector, tighter rules on big tech firms, or a broader U.S. stock market slowdown that affects its heavy concentration in growth-oriented companies.
USPX Top 10 Holdings
USPX is powered by a heavy dose of Big Tech, with Apple, Microsoft, and Amazon doing much of the lifting as their shares have been steadily rising on the back of strong cloud, services, and e-commerce momentum. Nvidia and Micron add a clear semiconductor tilt, with Micron surging while Nvidia’s performance has been more mixed lately. Alphabet’s twin share classes and Meta are lagging, acting as a bit of a brake on returns, while Tesla’s recent rebound helps offset some of that drag. Overall, this is a U.S.-centric, tech-driven story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 7.71% | $156.93M | $5.03T | 26.98% | 79Outperform |
 NVDA | Nvidia | 7.31% | $148.74M | $4.93T | 0.86% | 76Outperform |
 MSFT | Microsoft | 5.95% | $121.08M | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 3.63% | $73.85M | $2.59T | 7.85% | 71Outperform |
 GOOGL | Alphabet Class A | 2.51% | $51.11M | $3.41T | -0.58% | 85Outperform |
 AVGO | Broadcom | 2.33% | $47.48M | $1.56T | -13.38% | 76Outperform |
 META | Meta Platforms | 2.09% | $42.50M | $1.57T | -7.72% | 76Outperform |
 GOOG | Alphabet Class C | 2.02% | $41.20M | $3.41T | -1.31% | 82Outperform |
 TSLA | Tesla | 1.73% | $35.28M | $1.58T | -9.15% | 73Outperform |
 LLY | Eli Lilly & Co | 1.73% | $35.30M | $1.33T | 67.86% | 72Outperform |
USPX Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For USPX, the sentiment is Negative. The current price of 65.97 is below the 20-day moving average (MA) of 67.40, below the 50-day MA of 67.08, and above the 200-day MA of 63.48, indicating a neutral trend. The MACD of -0.10 indicates Positive momentum. The RSI at 39.69 is Neutral, neither overbought nor oversold. The STOCH value of 56.02 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for USPX.
USPX Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| USPX | $65.98 | $74.00(12.16% Upside) | $2.07B | 0.03% | 73Outperform |
 BBUS | $136.12 | $168.44(23.74% Upside) | $9.75B | 0.02% | 73Outperform |
 QLTY | $43.56 | $52.77(21.15% Upside) | $5.49B | 0.50% | 75Outperform |
 DSI | $142.93 | $178.62(24.97% Upside) | $5.47B | 0.25% | 74Outperform |
 VTHR | $332.77 | $419.68(26.12% Upside) | $4.90B | 0.06% | 73Outperform |
 AKRE | $59.09 | $71.20(20.49% Upside) | $4.89B | 0.98% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| USPX | Franklin LibertyQ Global Equity ETF | 65.97 | 6.62 | 11.15% | |
| BBUS | JP Morgan Betabuilders U.S. Equity ETF | 136.12 | 13.64 | 11.14% | |
| QLTY | GMO U.S. Quality ETF | 43.56 | 6.51 | 17.56% | |
| DSI | iShares MSCI KLD 400 Social ETF | 142.93 | 14.04 | 10.90% | |
| VTHR | Vanguard Russell 3000 ETF | 332.77 | 35.06 | 11.78% | |
| AKRE | Akre Focus ETF | 59.09 | -5.54 | -8.57% |
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.