Franklin LibertyQ U.S. Mid Cap Equity ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
The Franklin LibertyQ U.S. Mid Cap Equity ETF tracks a US-listed midcap equity index that selects and weights constituents based on four factors: quality, value, momentum, and volatility. |
Category | US Equities |
Fund Sponsor | Franklin ETF Trust |
Website | www.libertyshares.com |
Inception date | Apr 26, 2017 |
Assets (mns) | $35 |
Currency | USD |
Expense ratio | 30 bp |
Distributions | Quarterly |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Multi-Factor |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 205 |
Wgt avg mkt cap (mns) | $19,681 |
Large cap (>$10bn) | 78.6% |
Mid cap ($2-10bn) | 20.1% |
Small cap (<$2bn) | 0.2% |
Developed mkts | 100.0% |
Emerging mkts | 0.0% |
KLA-TENCOR CORPORATION | 1.1 % |
SYNOPSYS INC | 1.1 % |
CADENCE DESIGN SYS INC | 1.1 % |
DISCOVER FINANCIAL SERVICES | 1.1 % |
HP INC. | 1.1 % |
ALIGN TECHNOLOGY INC | 1.0 % |
CUMMINS INC | 1.0 % |
METTLER-TOLEDO INTERNATIONAL | 1.0 % |
IDEXX LABORATORIES INC | 1.0 % |
TRACTOR SUPPLY COMPANY | 1.0 % | Total | 10.7 % |
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UNITED STATES | 96.1 % |
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IRELAND | 1.5 % |
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CHINA | 1.0 % |
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SWITZERLAND | 0.8 % |
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BRITAIN | 0.3 % |
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CAYMAN ISLANDS | 0.2 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
15.5% | 15.5% | -- | -- | 13.1% |
versus... | Beta | R-squared |
S&P500 | 1.04 | 95% |
MSCI EAFE | 0.96 | 80% |
MSCI Emg. Mkts. | 0.80 | 72% |
Recent close | $39.07 |
30d moving avg. | $38.10 |
Annualized volatility | 20.0% |
Short interest (ETF) | 0.0% |
Relative strength (RSI) | 65 |
Avg. volume (thou.) | 5 |
Turnover | 0.6% |
Bid/Ask (% of price) | 0.23% |
ADV underlying (mns) | $24,340 |
FINDING ALTERNATIVE FUNDS
Below is a list of 98 potential alternatives to the Franklin LibertyQ U.S. Mid Cap Equity ETF ETF based on the alternatives' overlap in portfolio holdings with FLQM. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | FLQM | Expense: | 30 bp | ALTAR Score™: | 5.3% |
Ticker | Fund Name |
Overlap1 vs FLQM (%) |
Expense ratio (bp) |
Savings vs FLQM (bp) |
ALTAR Score™ (%) |
ALTAR vs FLQM (%) |
ONEV | SPDR Russell 1000 Low Volatility Focus ETF | 37.6 | 20 | 10 | 6.2 | +0.8 |
STMB | iShares Factors US Mid Blend Style ETF | 36.9 | 30 | 0 | 4.9 | -0.4 |
IWP | iShares Russell Mid-Cap Growth ETF | 35.4 | 24 | 6 | 2.6 | -2.7 |
JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 34.6 | 24 | 6 | 5.4 | +0.1 |
DEUS | Xtrackers Russell 1000 Comprehensive Factor ETF | 32.0 | 17 | 13 | 5.6 | +0.3 |
ONEO | SPDR Russell 1000 Momentum Focus ETF | 29.9 | 20 | 10 | 5.6 | +0.2 |
TPLC | Timothy Plan US Large Cap Core ETF | 28.6 | 52 | -22 | 4.4 | -0.9 |
JHMM | John Hancock Multifactor Mid Cap ETF | 27.9 | 42 | -12 | 4.7 | -0.7 |
IWR | iShares Russell Midcap ETF | 27.8 | 19 | 11 | 4.7 | -0.7 |
PSET | Principal Price Setters Index ETF | 27.0 | 15 | 15 | 4.6 | -0.7 |
VO | Vanguard Mid-Cap Index Fund | 26.6 | 4 | 26 | 4.5 | -0.8 |
ONEY | SPDR Russell 1000 Yield Focus ETF | 26.1 | 20 | 10 | 7.2 | +1.8 |
OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | 25.9 | 29 | 1 | 7.2 | +1.9 |
BKMC | BNY Mellon US Mid Cap Core Equity ETF | 25.5 | 4 | 26 | 4.9 | -0.5 |
LRGF | iShares Edge MSCI Multifactor USA ETF | 25.5 | 20 | 10 | 6.1 | +0.7 |
VOT | Vanguard Mid-Cap Growth Index Fund | 25.2 | 7 | 23 | 2.7 | -2.7 |
USLB | Invesco Russell 1000 Low Beta Equal Weight ETF | 25.1 | 35 | -5 | 5.1 | -0.3 |
VOE | Vanguard Mid-Cap Value Index Fund | 25.1 | 7 | 23 | 6.6 | +1.3 |
JKG | iShares Morningstar Mid-Cap ETF | 24.9 | 25 | 5 | 4.4 | -0.9 |
USEQ | Invesco Russell 1000 Enhanced Equal Weight ETF | 24.3 | 29 | 1 | 6.0 | +0.7 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 24.1 | 15 | 15 | 5.9 | +0.6 |
JKH | iShares Morningstar Mid-Cap Growth ETF | 24.1 | 30 | 0 | 1.9 | -3.4 |
JOET | Virtus Terranova US Quality Momentum ETF | 24.0 | 29 | 1 | 4.6 | -0.8 |
CFO | VictoryShares US 500 Enhanced Volatility Weighted Index ETF | 24.0 | 35 | -5 | 5.1 | -0.3 |
CFA | VictoryShares US 500 Volatility Weighted Index ETF | 23.8 | 35 | -5 | 5.0 | -0.3 |
ROUS | Hartford Multifactor US Equity ETF | 23.7 | 19 | 11 | 5.9 | +0.5 |
QGRO | American Century STOXX U.S. Quality Growth ETF | 23.0 | 29 | 1 | 3.7 | -1.7 |
MIDF | iShares Edge MSCI Multifactor USA Mid-Cap ETF | 23.0 | 25 | 5 | 6.8 | +1.5 |
JPUS | JPMorgan Diversified Return U.S. Equity ETF | 22.7 | 18 | 12 | 5.6 | +0.3 |
RVRS | Reverse Cap Weighted U.S. Large Cap ETF | 22.6 | 29 | 1 | 6.1 | +0.8 |
IWS | iShares Russell Mid-Cap Value ETF | 22.5 | 24 | 6 | 5.9 | +0.6 |
PQLC | PGIM QMA Strategic Alpha Large-Cap Core ETF | 22.0 | 17 | 13 | 6.1 | +0.7 |
USMF | WisdomTree U.S. Multifactor Fund | 21.7 | 28 | 2 | 5.4 | +0.0 |
JHMI | John Hancock Multifactor Industrials ETF | 21.3 | 40 | -10 | 5.0 | -0.3 |
KLCD | KFA Large Cap Quality Dividend Index ETF | 21.2 | 42 | -12 | 5.1 | -0.3 |
RBUS | Nationwide Risk-Based U.S. Equity ETF | 20.9 | 30 | 0 | 4.6 | -0.8 |
SCHM | Schwab U.S. Mid-Cap ETF | 20.8 | 4 | 26 | 5.0 | -0.4 |
MDY | SPDR S&P Midcap 400 ETF Trust | 20.7 | 23 | 7 | 5.1 | -0.3 |
SPMD | SPDR Portfolio Mid Cap ETF | 20.7 | 5 | 25 | 5.3 | -0.1 |
IJH | iShares Core S&P Mid-Cap ETF | 20.7 | 5 | 25 | 5.3 | -0.1 |
XJH | iShares ESG Screened S&P Mid-Cap ETF | 20.6 | 12 | 18 | 5.4 | +0.0 |
SZNE | Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF | 20.0 | 60 | -30 | 4.6 | -0.7 |
JMIN | JPMorgan U.S. Minimum Volatility ETF | 20.0 | 12 | 18 | 5.3 | -0.0 |
RSP | Invesco S&P 500 Equal Weight ETF | 20.0 | 20 | 10 | 5.6 | +0.3 |
IVOO | Vanguard S&P Mid-Cap 400 ETF | 19.9 | 10 | 20 | 5.3 | -0.1 |
AFLG | First Trust Active Factor Large Cap ETF | 19.7 | 55 | -25 | 4.7 | -0.7 |
DSTL | Distillate US Fundamental Stability & Value ETF | 19.5 | 39 | -9 | 5.7 | +0.3 |
AFMC | First Trust Active Factor Mid Cap ETF | 19.5 | 65 | -35 | 5.2 | -0.2 |
STLC | iShares Factors US Blend Style ETF | 19.5 | 25 | 5 | 4.8 | -0.6 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 19.3 | 61 | -31 | 2.2 | -3.1 |
JKI | iShares Morningstar Mid-Cap Value ETF | 19.2 | 30 | 0 | 7.7 | +2.3 |
ETHO | Etho Climate Leadership U.S. ETF | 19.0 | 47 | -17 | 3.6 | -1.7 |
JQUA | JPMorgan U.S. Quality Factor ETF | 19.0 | 12 | 18 | 5.1 | -0.3 |
FEX | First Trust Large Cap Core AlphaDEX Fund | 18.9 | 60 | -30 | 4.7 | -0.7 |
RNLC | Large Cap US Equity Select ETF | 18.8 | 60 | -30 | 5.2 | -0.1 |
VFQY | Vanguard U.S. Quality Factor ETF | 18.7 | 13 | 17 | 5.3 | -0.1 |
PSM | Principal U.S. Small-MidCap Multi-Factor Core Index ETF | 18.6 | 20 | 10 | 7.1 | +1.8 |
GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 18.5 | 9 | 21 | 5.0 | -0.4 |
SIZE | iShares MSCI USA Size Factor ETF | 18.4 | 15 | 15 | 5.1 | -0.2 |
BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 18.3 | 7 | 23 | 3.9 | -1.5 |
EUSA | iShares MSCI USA Equal Weighted ETF | 18.1 | 15 | 15 | 5.1 | -0.2 |
RPG | Invesco S&P 500 Pure Growth ETF | 18.1 | 35 | -5 | 2.7 | -2.6 |
ULVM | VictoryShares USAA MSCI USA Value Momentum ETF | 17.7 | 20 | 10 | 6.6 | +1.3 |
QSY | WisdomTree U.S. LargeCap Value Fund | 17.7 | 38 | -8 | 6.8 | +1.4 |
STLV | iShares Factors US Value Style ETF | 17.6 | 25 | 5 | 6.5 | +1.2 |
VALQ | American Century STOXX U.S. Quality Value ETF | 17.5 | 29 | 1 | 7.8 | +2.5 |
ACWF | iShares MSCI Global Multifactor ETF | 17.1 | 35 | -5 | 6.8 | +1.5 |
EQAL | Invesco Russell 1000 Equal Weight ETF | 17.1 | 20 | 10 | 5.0 | -0.3 |
BFOR | Barron's 400 ETF | 17.0 | 65 | -35 | 5.5 | +0.2 |
FSMD | Fidelity Small-Mid Factor ETF | 16.9 | 29 | 1 | 5.2 | -0.1 |
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 16.9 | 15 | 15 | 3.7 | -1.6 |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 16.9 | 17 | 13 | 3.7 | -1.7 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 16.8 | 75 | -45 | 2.0 | -3.3 |
SPLV | Invesco S&P 500 Low Volatility ETF | 16.7 | 25 | 5 | 5.6 | +0.2 |
JDIV | JPMorgan U.S. Dividend ETF | 16.6 | 12 | 18 | 6.7 | +1.4 |
IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 16.4 | 15 | 15 | 4.1 | -1.2 |
SPGP | Invesco S&P 500 GARP ETF | 15.9 | 34 | -4 | 6.2 | +0.8 |
SIXL | 6 Meridian Low Beta Equity Strategy ETF | 15.9 | 84 | -54 | 4.1 | -1.3 |
EWMC | Invesco S&P MidCap 400 Equal Weight ETF | 15.6 | 40 | -10 | 5.6 | +0.3 |
JVAL | JPMorgan U.S. Value Factor ETF | 15.5 | 12 | 18 | 7.1 | +1.8 |
TPHD | Timothy Plan High Dividend Stock ETF | 15.4 | 52 | -22 | 5.6 | +0.2 |
XRLV | Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF | 15.2 | 25 | 5 | 5.9 | +0.5 |
DTN | WisdomTree U.S. Dividend ex-Financials Fund | 15.2 | 38 | -8 | 7.6 | +2.3 |
FTA | First Trust Large Cap Value AlphaDEX Fund | 15.2 | 60 | -30 | 7.4 | +2.0 |
DFNV | TrimTabs Donoghue Forlines Risk Managed Innovation ETF | 15.1 | 69 | -39 | 4.0 | -1.3 |
RYT | Invesco S&P 500 Equal Weight Technology ETF | 14.9 | 40 | -10 | 5.7 | +0.3 |
RESP | WisdomTree US ESG Fund of Benef Interest | 14.9 | 28 | 2 | 5.1 | -0.3 |
NUMG | Nuveen ESG Mid-Cap Growth ETF | 14.9 | 40 | -10 | 2.0 | -3.4 |
RNMC | Mid Cap US Equity Select ETF | 14.8 | 60 | -30 | 6.0 | +0.7 |
FUNL | CornerCap Fundametrics Large-Cap ETF | 14.7 | 50 | -20 | 7.2 | +1.9 |
PEXL | Pacer US Export Leaders ETF | 14.7 | 60 | -30 | 4.7 | -0.7 |
STLG | iShares Factors US Growth Style ETF | 14.7 | 25 | 5 | 3.9 | -1.5 |
CZA | Invesco Zacks Mid-Cap ETF | 14.6 | 69 | -39 | 5.6 | +0.2 |
JSTC | Adasina Social Justice All Cap Global ETF | 14.5 | 89 | -59 | 5.4 | +0.0 |
QQEW | First Trust Nasdaq-100 Equal Weighted Index Fund | 14.5 | 59 | -29 | 4.0 | -1.3 |
QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares | 14.4 | 35 | -5 | 4.3 | -1.0 |
ESGS | Columbia Sustainable U.S. Equity Income ETF | 14.3 | 35 | -5 | 7.5 | +2.1 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 14.3 | 9 | 21 | 4.8 | -0.6 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2015 | 2016 | 2017 | 2018 | 2019 | 2020E | 2021E | |
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Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2019 | 2020E | 2021E | |
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Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Franklin LibertyQ U.S. Mid Cap Equity ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
OVERWEIGHT |
Above average appreciation potential. A rating of OVERWEIGHT is assigned to ETFs with ALTAR Scores in the 4th quintile (ranking higher than 60%-80%) of their category. Typically, funds in this category consist of stocks trading at attractive valuations and/or having above-average fundamentals. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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