Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Franklin Liberty U.S. Low Volatility ETF (FLLV)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/07/2025: FLLV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.17% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/07/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.83 | 52 Weeks Range 49.68 - 59.31 | Updated Date 06/29/2025 |
52 Weeks Range 49.68 - 59.31 | Updated Date 06/29/2025 |
Upturn AI SWOT
Franklin Liberty U.S. Low Volatility ETF
ETF Overview
Overview
The Franklin Liberty U.S. Low Volatility ETF (FLMV) aims to provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ U.S. Low Volatility Index. It focuses on U.S. equities with lower volatility characteristics.
Reputation and Reliability
Franklin Templeton is a well-established global investment management organization with a long history and strong reputation.
Management Expertise
Franklin Templeton has a large and experienced team of portfolio managers and analysts covering various asset classes and investment strategies.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ U.S. Low Volatility Index.
Investment Approach and Strategy
Strategy: The ETF seeks to track the LibertyQ U.S. Low Volatility Index, which selects stocks based on low volatility characteristics.
Composition Primarily composed of U.S. equity securities selected for their low volatility attributes.
Market Position
Market Share: FLMV's market share in the low volatility ETF sector is moderate, competing with larger established funds.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- SPLV
- USMV
- ACWV
Competitive Landscape
The low volatility ETF market is competitive, with several large funds dominating. FLMV distinguishes itself through its specific index methodology and Franklin Templeton's expertise, but faces competition from funds with greater AUM and brand recognition. SPLV and USMV have a significant first-mover advantage and larger AUM.
Financial Performance
Historical Performance: Historical performance data should be consulted from official sources to understand past returns.
Benchmark Comparison: Performance should be compared against the LibertyQ U.S. Low Volatility Index.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, allowing for relatively easy buying and selling of shares.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the ETF's liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and investor sentiment influence the performance of low volatility ETFs. Volatility in specific sectors and broader market trends can affect FLMV.
Growth Trajectory
Growth depends on the demand for low volatility investment strategies, and adjustments made to index methodology.
Moat and Competitive Advantages
Competitive Edge
FLMV benefits from Franklin Templeton's established reputation and investment expertise. Its focus on low volatility stocks within the U.S. equity market provides a specific niche. The LibertyQ U.S. Low Volatility Index is a key differentiator. Access to Franklin Templeton's research and resources may offer an advantage.
Risk Analysis
Volatility
Historical volatility should be analyzed from official sources to understand the ETF's price fluctuations.
Market Risk
Exposure to the U.S. equity market carries inherent risks, including economic downturns, sector-specific challenges, and geopolitical events.
Investor Profile
Ideal Investor Profile
Suitable for risk-averse investors seeking lower volatility exposure to the U.S. equity market. Appropriate for those seeking a core equity allocation with reduced downside risk.
Market Risk
Best suited for long-term investors seeking stability and lower volatility within their portfolios.
Summary
The Franklin Liberty U.S. Low Volatility ETF (FLMV) offers a low volatility approach to U.S. equity investing, tracking the LibertyQ U.S. Low Volatility Index. It targets investors seeking reduced downside risk and stability within their portfolios. With a moderate expense ratio of 0.15%, it provides access to a diversified portfolio of low volatility stocks. Franklin Templeton's reputation adds credibility, although the ETF faces competition from larger, more established low volatility funds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Franklin Templeton Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Franklin Liberty U.S. Low Volatility ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its net assets in U.S. investments. It invests primarily in equity securities (principally common stocks) of U.S. companies. The fund seeks capital appreciation while providing a lower level of volatility than the broader equity market as measured by the Russell 1000®Index. It may invest a portion of its assets in mid-capitalization companies.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
