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 Templeton ETF Trust - Franklin LibertyQ Global Equity ETF (USPX)
- 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
08/29/2025: USPX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 41.26% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.96 | 52 Weeks Range 42.28 - 54.05 | Updated Date 06/29/2025 |
52 Weeks Range 42.28 - 54.05 | Updated Date 06/29/2025 |
Upturn AI SWOT
Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
ETF Overview
Overview
The Franklin LibertyQ Global Equity ETF seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ Global Equity Index. It focuses on global equities and uses a rules-based approach based on quality, value, momentum, and management factors.
Reputation and Reliability
Franklin Templeton is a well-established global investment management firm with a long history and strong reputation.
Management Expertise
Franklin Templeton has a large team of experienced investment professionals managing a wide range of investment strategies.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ Global Equity Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the LibertyQ Global Equity Index, which is designed to reflect the performance of global equities selected and weighted based on quality, value, momentum, and management factors.
Composition The ETF primarily holds a diversified portfolio of global stocks.
Market Position
Market Share: Data not available to estimate market share accurately.
Total Net Assets (AUM): 270000000.0
Competitors
Key Competitors
- iShares MSCI ACWI ETF (ACWI)
- Vanguard Total World Stock ETF (VT)
- SPDR Portfolio Developed World ex-US ETF (SPDW)
Competitive Landscape
The global equity ETF market is highly competitive, with several large players offering similar products. FLQG competes on its smart beta approach, aiming to outperform traditional market-cap weighted indices. Its advantage lies in its factor-based selection, while a disadvantage may be higher management fees compared to broader, passively managed ETFs.
Financial Performance
Historical Performance: Historical performance data not available to estimate accurately.
Benchmark Comparison: Benchmark comparison data not available to estimate accurately.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
The average trading volume provides sufficient liquidity for most investors, but larger orders may experience slightly wider bid-ask spreads.
Bid-Ask Spread
The bid-ask spread is relatively narrow, indicating reasonable trading costs for the ETF.
Market Dynamics
Market Environment Factors
Global economic growth, interest rates, and geopolitical events can impact the performance of the ETF's underlying holdings.
Growth Trajectory
The ETF's growth trajectory is dependent on the performance of the global equity market and the effectiveness of its factor-based investment strategy. Changes in market dynamics may lead to adjustments in the ETF's holdings.
Moat and Competitive Advantages
Competitive Edge
Franklin LibertyQ Global Equity ETF's competitive edge comes from its smart beta strategy which aims to outperform traditional market-cap weighted indices by selecting and weighting stocks based on quality, value, momentum, and management factors. This factor-based approach offers a differentiated investment proposition within the global equity space. However, it's crucial to note the smart-beta approach may or may not outperform the market and is subject to investment risk. The factor-based approach could prove to be a distinct advantage, however, results may vary.
Risk Analysis
Volatility
Volatility data not available to estimate accurately.
Market Risk
The ETF is subject to market risk, as its value can fluctuate based on overall market conditions and the performance of its underlying holdings. Global equity markets are subject to geopolitical risks and economic downturns.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking global equity exposure with a tilt towards factors like quality, value, momentum, and management. Investors comfortable with a smart beta approach and willing to pay a slightly higher expense ratio could consider this ETF.
Market Risk
This ETF is best for long-term investors seeking diversification and potential outperformance compared to traditional market-cap weighted indices.
Summary
The Franklin LibertyQ Global Equity ETF offers exposure to global equities using a smart beta strategy. The ETF seeks to outperform traditional market-cap weighted indices by overweighting stocks based on quality, value, momentum, and management factors. This approach provides a differentiated investment option for investors looking for global equity diversification. Its success hinges on the effectiveness of its factor-based investment approach and the continued growth of global markets. Investors should consider the slightly higher expense ratio relative to passively managed ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Franklin Templeton Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market share data may not be precise due to limited availability.
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 - Franklin LibertyQ Global Equity 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 assets in the component securities of the underlying index. The index is a free float-adjusted market capitalization weighted index that is maintained and calculated by Morningstar, Inc. (Morningstar or index provider). The underlying index includes large- and mid-capitalization stocks representing the top 85% of the investable universe (i.e., U.S. equity market) by float-adjusted market capitalization. The fund is non-diversified.
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.