FLUS:CA:TSX-Franklin LibertyQT U.S. Equity Index ETF

ETF | US Equity | Toronto Stock Exchange

Last Closing

CAD 24.2

Change

-0.17 (-0.70)%

Market Cap

CAD 0.29B

Volume

2.92K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 31/05/2017

Primary Benchmark: LibertyQ US Large Cap Equity NR CAD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.28 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
CVE Cenovus Energy Inc 1.82 %
EMMA Emmaus Life Sciences Inc 1.75 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-03-25 )

Largest Industry Peers for US Equity

Symbol Name Mer Price(Change) Market Cap
ZSP:CA BMO S&P 500 0.09 %

-0.69 (-0.90%)

CAD 10.81B
XSP:CA iShares Core S&P 500 (CAD Hedg.. 0.11 %

-0.28 (-0.52%)

CAD 9.71B
VFV:CA Vanguard S&P 500 Index ETF 0.08 %

-1.30 (-1.05%)

CAD 8.89B
VUN:CA Vanguard US Total Market 0.16 %

-0.91 (-0.97%)

CAD 7.76B
XUS:CA iShares Core S&P 500 Index ETF 0.11 %

-0.72 (-0.83%)

CAD 5.73B
HXS:CA Horizons S&P 500 Index ETF 0.11 %

-0.64 (-0.90%)

CAD 2.95B
QUU:CA Mackenzie US Large Cap Equity .. 0.09 %

-1.90 (-0.95%)

CAD 2.89B
XUU:CA iShares Core S&P US Total Mark.. 0.07 %

-0.45 (-0.87%)

CAD 2.68B
XQQ:CA iShares NASDAQ 100 (CAD Hedged.. 0.39 %

-1.65 (-1.23%)

CAD 2.66B
VSP:CA Vanguard S&P 500 CAD hedged 0.09 %

-0.47 (-0.57%)

CAD 2.45B

ETFs Containing FLUS:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.40% 36% F 66% D+
Dividend Return 0.51% 46% F 17% F
Total Return 9.91% 37% F 65% D
Trailing 12 Months  
Capital Gain 11.26% 73% C 86% B+
Dividend Return 1.96% 65% D 21% F
Total Return 13.23% 73% C 86% B+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain 5.76% 49% F 74% C
Dividend Return 6.49% 43% F 68% D+
Total Return 0.73% 24% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 9.04% 24% F 64% D
Risk Adjusted Return 71.82% 32% F 78% C+
Market Capitalization 0.29B 81% B- 71% C-

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.