USPX - ETF AI Analysis
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Franklin LibertyQ Global Equity ETF (USPX)
USPX, the Franklin LibertyQ Global Equity ETF, earns a solid overall rating thanks to its heavy exposure to high-quality tech leaders like Apple, Microsoft, Nvidia, and Alphabet, all supported by strong financial performance and growth in areas such as cloud, AI, and services. Some holdings, including Amazon, Meta, Broadcom, Eli Lilly, and Tesla, add growth potential but come with risks like high valuations, mixed technical signals, leverage, and cash flow challenges. The main risk factor is the fund’s concentration in large technology and AI-focused companies, which can increase volatility if sentiment toward the sector shifts.
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
- 1.02%
- 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 riding a powerful Big Tech and semiconductor wave, with Nvidia, Apple, and Microsoft doing most of the heavy lifting. Nvidia and Apple have been steadily rising, while Microsoft’s longer-term strength in cloud and AI keeps it a key engine despite some recent mixed trading. Meta has surged lately, adding extra fuel to the tech-heavy mix. On the flip side, Amazon looks a bit tired and Tesla is clearly dragging, tempering overall gains. The fund is heavily U.S.-centric and firmly anchored in technology, making it a bet on the digital and AI economy.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.52% | $156.29M | $5.19T | 7.14% | 76Outperform |
 AAPL | Apple | 7.52% | $156.31M | $5.02T | 27.82% | 79Outperform |
 MSFT | Microsoft | 5.92% | $122.99M | $3.94T | -2.04% | 79Outperform |
 AMZN | Amazon | 3.76% | $78.10M | $2.75T | 11.06% | 71Outperform |
 GOOGL | Alphabet Class A | 2.85% | $59.24M | $3.96T | 21.47% | 85Outperform |
 AVGO | Broadcom | 2.46% | $51.14M | $1.68T | -5.67% | 76Outperform |
 GOOG | Alphabet Class C | 2.29% | $47.59M | $3.96T | 19.92% | 82Outperform |
 META | Meta Platforms | 2.03% | $42.26M | $1.57T | -18.49% | 76Outperform |
 TSLA | Tesla | 1.71% | $35.61M | $1.60T | -12.23% | 73Outperform |
 LLY | Eli Lilly & Co | 1.54% | $32.03M | $1.21T | 57.09% | 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 Positive. The current price of 67.57 is above the 20-day moving average (MA) of 67.45, above the 50-day MA of 67.09, and above the 200-day MA of 63.42, indicating a bullish trend. The MACD of -0.00 indicates Positive momentum. The RSI at 53.53 is Neutral, neither overbought nor oversold. The STOCH value of 64.26 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| USPX | $67.57 | $75.00(11.00% Upside) | $2.07B | 0.03% | 73Outperform |
 BBUS | $139.25 | $168.07(20.70% Upside) | $9.70B | 0.02% | 73Outperform |
 DSI | $147.76 | $179.79(21.68% Upside) | $5.51B | 0.25% | 74Outperform |
 QLTY | $43.86 | $52.32(19.30% Upside) | $5.44B | 0.50% | 75Outperform |
 AKRE | $58.11 | $71.04(22.25% Upside) | $4.83B | 0.98% | 68Neutral |
 VTHR | $339.69 | $417.03(22.77% Upside) | $4.89B | 0.06% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| USPX | Franklin LibertyQ Global Equity ETF | 67.57 | 8.35 | 14.11% | |
| BBUS | JP Morgan Betabuilders U.S. Equity ETF | 139.25 | 17.39 | 14.28% | |
| DSI | iShares MSCI KLD 400 Social ETF | 147.76 | 19.28 | 15.01% | |
| QLTY | GMO U.S. Quality ETF | 43.86 | 6.78 | 18.28% | |
| AKRE | Akre Focus ETF | 58.11 | -6.60 | -10.20% | |
| VTHR | Vanguard Russell 3000 ETF | 339.69 | 43.36 | 14.63% |
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.