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XUDV
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Franklin Templeton ETF Trust (XUDV)

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$26.42
Last Close (24-hour delay)
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PASS
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Upturn Advisory Summary

08/14/2025: XUDV (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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 0%
Avg. Invested days 0
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 21.23 - 25.41
Updated Date 06/6/2025
52 Weeks Range 21.23 - 25.41
Updated Date 06/6/2025

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Franklin Templeton ETF Trust

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ETF Overview

overview logo Overview

Franklin Templeton ETF Trust encompasses a range of ETFs focusing on diverse investment strategies, including value investing, fixed income, and emerging markets. The trust aims to provide investors with exposure to specific market segments through a diversified portfolio of assets, typically managed using a rules-based or active approach.

reliability logo Reputation and Reliability

Franklin Templeton is a well-established global investment management firm with a long history in the industry, known for its comprehensive research capabilities and diverse product offerings. Their reputation is generally positive, reflecting decades of experience and a commitment to investor needs.

reliability logo Management Expertise

The management team for Franklin Templeton ETFs consists of experienced investment professionals with expertise in various asset classes and investment strategies. They leverage the firm's global research resources to make informed investment decisions.

Investment Objective

overview logo Goal

The investment objective varies depending on the specific ETF within the Franklin Templeton ETF Trust, ranging from capital appreciation to income generation and tracking specific indices.

Investment Approach and Strategy

Strategy: The investment strategy varies depending on the ETF; some track specific indices using a passive approach, while others employ active management to outperform benchmarks within a particular sector or asset class.

Composition The ETF's composition depends on its investment mandate, holding a mix of stocks, bonds, or other assets like commodities or currencies. Each ETF aims to achieve specific diversification within its target market segment.

Market Position

Market Share: Market share varies widely depending on the specific ETF within the trust and its target sector.

Total Net Assets (AUM): Varies significantly by ETF.

Competitors

overview logo Key Competitors

  • IVV
  • SPY
  • VTI
  • AGG
  • IEMG

Competitive Landscape

The ETF industry is highly competitive, with numerous providers offering similar products. Franklin Templeton ETF Trust competes with large, established firms offering low-cost index funds and specialized active management strategies. Their advantage lies in specialized active strategies and brand recognition, while disadvantages may include higher expense ratios than some passive competitors.

Financial Performance

Historical Performance: Varies significantly by ETF. Historical performance is available on Franklin Templeton's website and other financial data providers.

Benchmark Comparison: Benchmark comparison varies by ETF, and the performance is measured against the specific benchmark of each ETF.

Expense Ratio: Varies by ETF within the trust. Details available on Franklin Templeton's website.

Liquidity

Average Trading Volume

The average trading volume varies significantly depending on the specific ETF within the Franklin Templeton ETF Trust.

Bid-Ask Spread

The bid-ask spread varies depending on the ETF's liquidity and market demand.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, interest rates, and geopolitical events affect the performance of Franklin Templeton ETFs, influencing their investment strategies and asset allocations.

Growth Trajectory

Growth trends and patterns of Franklin Templeton ETFs are tied to investor demand for specific asset classes and investment strategies, with potential changes to holdings and strategies based on market analysis and economic conditions.

Moat and Competitive Advantages

Competitive Edge

Franklin Templeton ETF Trust benefits from a strong brand name, global research capabilities, and a diverse range of specialized investment strategies. Their expertise in active management, particularly in emerging markets and fixed income, gives them a competitive edge. By offering unique investment approaches and leveraging their extensive research resources, they attract investors seeking specific market exposures and the potential for higher returns. However, active management comes with the risk of underperforming benchmarks, which can be a disadvantage in certain market environments.

Risk Analysis

Volatility

Volatility varies significantly depending on the underlying assets and investment strategy of each ETF within the Franklin Templeton ETF Trust.

Market Risk

Market risk depends on the specific assets held by each ETF, including equity market risk, interest rate risk for fixed-income ETFs, and currency risk for international ETFs.

Investor Profile

Ideal Investor Profile

The ideal investor profile varies depending on the specific ETF, ranging from those seeking broad market exposure to those targeting specific sectors or investment strategies. Risk tolerance, investment horizon, and financial goals will determine the appropriate ETF for an individual investor.

Market Risk

Suitability varies by ETF. Some are best for long-term investors seeking passive index exposure, while others are designed for active traders or investors seeking specific investment strategies.

Summary

Franklin Templeton ETF Trust offers a diverse range of ETFs, each designed to meet specific investment objectives. Their strengths lie in their global research capabilities and expertise in active management, particularly in emerging markets and fixed income. However, expense ratios may be higher than passive competitors. The suitability of each ETF varies, making it essential for investors to carefully consider their risk tolerance and financial goals before investing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Franklin Templeton Website
  • Morningstar
  • SEC Filings

Disclaimers:

The data provided is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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 at least 80% of its assets in the component securities of the index. The index is based on the VettaFi US Equity Large-Cap 500 Index and is constructed by applying an optimization process to the Parent Index that aims to deliver excess dividend yield balanced against volatility relative to the broad market as represented by the parent index.