ETFs - Profile

Franklin LibertyQ US Small Cap Equity ETF

US > Small-Cap > Core

Rank

Universe Rank
36 34

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in small-size companies in the United States.

The fund employs a passive or indexing investment approach that is designed to track the performance of the Index.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests significantly in the component securities of the Underlying Index.

The Underlying Index generally includes companies that have favorable exposure to four investment style factors, such as quality, value, momentum and low volatility.

Additionally, the research team employs a representative sampling strategy to select securities that collectively have an investment profile similar to the Underlying Index.

Then the manager constructs a portfolio of stocks from a list of companies favored More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $35.67
    -0.34
  • 52 Week HL
  • $41.64 - $33.26
  • Net Assets
  • $19 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
-10.6 % YTD

  • 3 Year
  • 21.91%
  • 5 Year
  • 34.26%
  • Best
  • 25.35%
    2021
  • Worst
  • -10.6%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FLQS -11%25%9%0%-6%0%0%0%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -10.6% 13% -30.4% 10.7% -0.9% - - - - - -
Q2 - 3.4% 22.7% -0.3% 10.1% 1.2% - - - - -
Q3 - 3.7% 2.9% 0.1% 2.9% -0.3% - - - - -
Q4 - 1.1% 23.9% 5.3% -15.5% 8.8% - - - - -

Returns +
M

J F M A M J J A S O N D
2022 -10.6% - - - - - - - - - - -
2021 5.5% 4.9% 2.1% 6% -1.7% 2.1% 0.3% 2.2% -1.5% 2.4% -1.8% 3.3%

Annual
Return

Index Comparison

Alpha

NAV