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Upturn AI SWOT - About
Franklin Liberty Short Duration U.S. Government ETF (FTSD)
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Upturn Advisory Summary
08/07/2025: FTSD (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 11.22% | Avg. Invested days 107 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/07/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.2 | 52 Weeks Range 85.91 - 92.67 | Updated Date 06/29/2025 |
52 Weeks Range 85.91 - 92.67 | Updated Date 06/29/2025 |
Upturn AI SWOT
Franklin Liberty Short Duration U.S. Government ETF
ETF Overview
Overview
The Franklin Liberty Short Duration U.S. Government ETF (FTSD) seeks to provide current income while maintaining a low duration profile by investing primarily in short-term U.S. government securities. It focuses on mitigating interest rate risk.
Reputation and Reliability
Franklin Templeton is a well-established global investment management firm with a long history and a reputation for providing a diverse range of investment products.
Management Expertise
Franklin Templeton has a dedicated team of experienced professionals managing its fixed-income ETFs, bringing expertise in government securities and short-duration strategies.
Investment Objective
Goal
To provide current income while maintaining a low duration profile and preserving capital.
Investment Approach and Strategy
Strategy: The ETF utilizes an active management strategy, investing primarily in U.S. government securities with a weighted average maturity of one to three years. It does not track a specific index.
Composition The ETF holds a portfolio of U.S. government securities, including Treasury bills, notes, and bonds, as well as agency securities and repurchase agreements.
Market Position
Market Share: FTSD has a moderate market share within the short-term U.S. government bond ETF segment.
Total Net Assets (AUM): 1400000000
Competitors
Key Competitors
- iShares 1-3 Year Treasury Bond ETF (SHY)
- Vanguard Short-Term Treasury ETF (VGSH)
- SPDR Portfolio Short Term Treasury ETF (SPTS)
Competitive Landscape
The short-term U.S. government bond ETF market is highly competitive, with several large players. FTSD's active management strategy differentiates it from passively managed competitors, potentially offering higher returns but also introducing manager risk. FTSD is smaller than SHY or VGSH, but its active management could appeal to investors seeking alpha.
Financial Performance
Historical Performance: Historical financial performance data is not provided.
Benchmark Comparison: Benchmark comparison data is not provided.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity with average trading volume that is usually sufficient for institutional and retail investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, inflation expectations, and Federal Reserve policy decisions regarding interest rates significantly influence the performance of FTSD.
Growth Trajectory
The ETF's growth is tied to investor demand for short-duration fixed income products, driven by concerns about interest rate risk and the desire for capital preservation.
Moat and Competitive Advantages
Competitive Edge
FTSD's competitive edge lies in its active management strategy, which aims to outperform passive short-term U.S. government bond ETFs. The active management allows for adjustments to the portfolio in response to changing market conditions. Franklin Templeton's expertise in fixed income management contributes to the fund's potential for generating alpha. The ETF's relatively low expense ratio for an actively managed fund also enhances its attractiveness.
Risk Analysis
Volatility
The ETF generally exhibits low volatility due to its focus on short-duration U.S. government securities.
Market Risk
The primary market risk is interest rate risk, although the short duration helps to mitigate this risk. The ETF is also subject to credit risk, although this is minimal due to its focus on U.S. government securities.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse investor seeking current income and capital preservation, and those who want to limit their exposure to interest rate fluctuations.
Market Risk
The ETF is suitable for long-term investors, as a component of a diversified portfolio, or active traders seeking short-term gains.
Summary
Franklin Liberty Short Duration U.S. Government ETF (FTSD) is an actively managed ETF seeking to provide current income with a focus on capital preservation and low duration. It invests primarily in short-term U.S. government securities. Its active management differentiates it from passive competitors. The ETF is suitable for risk-averse investors seeking stable returns and protection from interest rate volatility. While the AUM and market share are not the highest, its relatively low expense ratio and active management strategy make it a compelling option.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Franklin Templeton Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified 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 Short Duration U.S. Government ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund invests at least 80% of its net assets in securities issued or guaranteed by the U.S. government, its agencies, or instrumentalities. To pursue its investment goal, it may invest in certain interest rate-related derivative transactions, principally U.S. Treasury futures contracts and options on interest rate/bond futures.
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