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USPX - AI Analysis
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Franklin LibertyQ Global Equity ETF (USPX)
Rating:75Outperform
Price Target:
$66.00
Positive Factors
Strong Top Holdings
Several key positions, like Nvidia, Broadcom, and Alphabet, have delivered strong year-to-date performance, driving the fund’s returns.
Low Expense Ratio
The ETF charges a very low expense ratio, making it cost-effective compared to many other funds.
Sector Diversification
The fund is spread across multiple sectors, including Technology, Financials, and Health Care, reducing reliance on any single industry.
Negative Factors
High Geographic Concentration
With over 99% of its exposure in U.S. companies, the ETF lacks meaningful international diversification.
Overweight in Technology
Technology makes up over a third of the portfolio, increasing vulnerability to sector-specific downturns.
Underperforming Holdings
Some top holdings, like Amazon and Apple, have shown weaker year-to-date performance, which could weigh on future returns.
USPX vs. SPDR S&P 500 ETF (SPY)
AUM1.60B
RegionNorth America
Expense Ratio0.03%
Beta1.02
IssuerFranklin
Inception DateJun 01, 2016
Dividend Yield1.05%
Asset ClassEquity
Index TrackedMorningstar US Target Market Exposure Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume30,581
30 Day Avg. Volume86,222
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
67.09Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering521
USPX Summary
The Franklin LibertyQ Global Equity ETF (Ticker: USPX) is an investment fund that follows the Morningstar US Target Market Exposure Index, giving investors access to a wide range of global stocks. It includes companies from both developed and emerging markets, with a focus on quality, value, momentum, and low volatility. Some of its top holdings are well-known companies like Apple and Nvidia, making it a good choice for those seeking growth and diversification across industries such as technology, healthcare, and finance. However, since technology makes up a large portion of the fund, its performance can be heavily influenced by changes in the tech sector.
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
The Franklin LibertyQ Global Equity ETF leans heavily into technology, with giants like Nvidia, Apple, and Microsoft driving much of the fund’s performance. Nvidia’s momentum in AI infrastructure and Broadcom’s focus on AI semiconductors have been rising stars, while Apple and Microsoft have shown steady growth, albeit with some valuation concerns. On the flip side, Amazon and Meta have been lagging recently, facing challenges in margins and regulatory hurdles. With over a third of its holdings in tech and a strong U.S. focus, this ETF is riding the wave of innovation but remains vulnerable to sector-specific risks.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.92% | $130.03M | $4.89T | 42.32% | 85 Outperform | |
| Microsoft | 6.75% | $110.88M | $4.03T | 25.49% | 83 Outperform | |
| Apple | 6.68% | $109.75M | $3.99T | 15.12% | 78 Outperform | |
| Amazon | 3.74% | $61.48M | $2.44T | 20.13% | 77 Outperform | |
| Broadcom | 2.88% | $47.27M | $1.76T | 108.08% | 79 Outperform | |
| Meta Platforms | 2.74% | $44.97M | $1.89T | 26.66% | 82 Outperform | |
| Alphabet Class A | 2.61% | $42.78M | $3.24T | 57.63% | 82 Outperform | |
| Alphabet Class C | 2.28% | $37.38M | $3.24T | 56.85% | 83 Outperform | |
| Tesla | 2.17% | $35.58M | $1.53T | 77.46% | 73 Outperform | |
| Berkshire Hathaway B | 1.48% | $24.36M | $1.04T | 5.90% | 69 Neutral |
USPX Technical Analysis
Positive
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Price Trends
57.98
Positive
56.25
Positive
53.20
Positive
Market Momentum
0.57
Negative
67.57
Neutral
95.97
Negative
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 58.93, equal to the 50-day MA of 57.98, and equal to the 200-day MA of 53.20, indicating a bullish trend. The MACD of 0.57 indicates Negative momentum. The RSI at 67.57 is Neutral, neither overbought nor oversold. The STOCH value of 95.97 is Negative, 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
60.34
10.14
20.20%
DFAU
Dimensional US Core Equity Market ETF
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PBUS
Invesco PureBeta MSCI USA ETF
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ONEQ
Fidelity Nasdaq Composite Index ETF
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CGUS
Capital Group Core Equity ETF
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BBUS
JP Morgan Betabuilders U.S. Equity 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.
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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