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Upturn AI SWOT - About
Franklin Templeton ETF Trust (INCM)

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Upturn Advisory Summary
10/24/2025: INCM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 11.5% | Avg. Invested days 78 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta 0.99 | 52 Weeks Range 24.30 - 27.21 | Updated Date 06/29/2025 |
52 Weeks Range 24.30 - 27.21 | Updated Date 06/29/2025 |
Upturn AI SWOT
Franklin Templeton ETF Trust
ETF Overview
Overview
Franklin Templeton ETF Trust encompasses a range of ETFs focusing on diverse investment strategies, sectors, and asset classes. These ETFs aim to provide investors with exposure to specific market segments or investment themes while leveraging the expertise of Franklin Templeton's investment professionals. Asset allocation varies across the different ETFs within the Trust, tailored to each fund's investment objective. The investment strategy differs significantly based on the individual ETF's mandate, ranging from passive index tracking to active management.
Reputation and Reliability
Franklin Templeton is a well-established global investment management firm with a long history and a strong reputation for financial stability and reliable investment products.
Management Expertise
Franklin Templeton boasts a large team of experienced portfolio managers, analysts, and investment professionals with expertise across various asset classes and investment strategies.
Investment Objective
Goal
The primary investment goal varies significantly across the different ETFs within the Franklin Templeton ETF Trust, depending on the individual fund's focus. Goals range from tracking a specific market index to generating income or achieving capital appreciation.
Investment Approach and Strategy
Strategy: The investment strategy within the Franklin Templeton ETF Trust varies depending on the specific ETF. Some ETFs aim to passively track a specific index, while others employ active management strategies to outperform the benchmark.
Composition The assets held by the ETFs within the Franklin Templeton ETF Trust vary widely. Some ETFs hold primarily stocks, while others hold bonds, commodities, or a mix of asset classes, depending on their investment objective.
Market Position
Market Share: Varies significantly depending on the specific ETF within the Trust and its respective market segment.
Total Net Assets (AUM): The AUM varies widely among the individual ETFs within the Franklin Templeton ETF Trust. Refer to the specific ETF's factsheet for the most up-to-date information.
Competitors
Key Competitors
- IVV
- SPY
- VTI
- QQQ
- IWM
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar products. Franklin Templeton ETFs compete with larger, more established players like BlackRock (iShares) and Vanguard. Advantages may include specialized investment strategies or lower expense ratios for specific ETFs. Disadvantages may include lower AUM compared to competitors, leading to potentially lower liquidity in some cases.
Financial Performance
Historical Performance: Historical performance data varies significantly depending on the specific ETF within the Trust. Refer to the specific ETF's factsheet for detailed performance information over different time periods.
Benchmark Comparison: Benchmark comparison varies by ETF. Check the specific ETF's documentation for benchmark details.
Expense Ratio: Expense ratios vary significantly depending on the specific ETF within the Trust. Refer to the specific ETF's factsheet for the most up-to-date expense ratio.
Liquidity
Average Trading Volume
Average trading volume varies significantly depending on the specific ETF; review each ETF's data for accurate information.
Bid-Ask Spread
Bid-ask spread details varies depending on the ETF; review each ETF's data for precise costs.
Market Dynamics
Market Environment Factors
Market dynamics affecting the Franklin Templeton ETF Trust are tied to the broader economic indicators, sector-specific growth prospects, and overall market conditions relevant to the underlying assets of each ETF within the Trust.
Growth Trajectory
The growth trajectory varies widely based on the specific ETF within the Franklin Templeton ETF Trust, including potential changes to strategy and holdings depending on fund-specific mandates.
Moat and Competitive Advantages
Competitive Edge
Franklin Templeton ETFs, depending on the specific fund, may leverage unique investment strategies, such as active management focused on specific sectors or factors, giving them a competitive edge. Their global presence and research capabilities enable them to identify opportunities that smaller or less experienced providers may miss. The firm's established reputation and brand recognition also contribute to investor confidence. Some ETFs also offer lower expense ratios compared to competing products, which can attract cost-conscious investors.
Risk Analysis
Volatility
Volatility varies significantly depending on the specific ETF's underlying assets. Review each ETF's fact sheet.
Market Risk
Market risk varies depending on the specific ETF's underlying assets. For example, sector-specific ETFs are exposed to sector-specific risks, while broad market ETFs are exposed to overall market fluctuations.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF. Some ETFs may be suitable for long-term investors seeking passive exposure to a broad market index, while others may be better suited for active traders or investors seeking exposure to specific sectors or investment themes.
Market Risk
Suitability varies; some Franklin Templeton ETFs are best for long-term investors, others for active traders or passive index followers, depending on the individual ETF's strategy and risk profile.
Summary
Franklin Templeton ETF Trust encompasses a variety of ETFs with diverse investment objectives, asset allocations, and strategies managed by an experienced investment firm. The performance, risk, and suitability of each ETF vary considerably, requiring investors to carefully evaluate their specific needs and risk tolerance. Competitors such as IVV, SPY, and VTI are the biggest players in the space. Franklin Templeton's ETFs offer access to various markets and sectors but may face stiff competition from funds with higher AUM and liquidity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Franklin Templeton official website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.
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 Templeton ETF Trust
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 in a diversified portfolio of debt and equity securities. The fund may invest up to 30% of its assets in equity index-linked notes, with respect to which interest payments are typically derived from the implied volatility of an equity index (e.g., the S&P 500 Index) and 10% of its assets in equity linked notes (ELNs).

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.
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