USFI

Franklin Templeton$24.51 ()
AUM $9.8MER 0.39%NAV $24.52Holdings 51

Price Chart

Key Statistics

Previous Close

$24.50

Day Range

N/A

52-Week Range

$24.11$25.07

Avg Volume

576

Dividend Yield

4.29%

Expense Ratio

0.39%

AUM

$9.8M

Shares Outstanding

499.8K

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
United States62.39%
Other37.61%

Fund Information

Inception Date
Jul 25, 2023
Exchange
NASDAQ
Description
The fund seeks total return by actively investing in US investment grade securities.

Similar ETFs

SymbolNameAUM
BNDVanguard Total Bond Market ETF$389.80B
AGGiShares Core U.S. Aggregate Bond ETF$137.21B
BNDXVanguard Total International Bond ETF$118.10B
SGOViShares 0-3 Month Treasury Bond ETF$94.77B
BSVVanguard Short-Term Bond ETF$69.90B

The BrandywineGLOBAL - U.S. Fixed Income ETF (USFI) is an exchange-traded fund issued by Franklin Templeton that launched on Jul 25, 2023. It currently manages $9.8M in assets under management. The fund charges an expense ratio of 0.39%. The fund holds 51 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 64.3% of the fund

RankSymbolNameWeight %SharesMarket Value
1US TREASURY FRN FRN 10/2715.53%1,520,000$1.5M
2US TREASURY FRN FRN 1/2815.51%1,520,000$1.5M
3US TREASURY N/B 4.25 8/356.04%600,000$592K
4US TREASURY N/ 3.875 8/345.81%590,000$570K
5TSY INFL IX N/ 2.375 2/564.84%500,000$474K
6US TREASURY N/B 4.75 5/554.14%420,000$406K
7G2 MA9907 6 9/20/543.47%332,072$340K
8G2 MB0873 6 1/20/563.36%323,354$330K
9G2 MB0623 5.5 9/20/552.85%277,807$280K
10G2 MB0485 5.5 7/20/552.78%270,324$272K
11G2 MA9780 6 7/20/542.77%265,414$272K
12G2 MA9669 6 5/20/542.33%222,883$228K
13G2 MA9306 6 11/20/532.08%198,116$204K
14CLDCD 2024-1A A2 11/492.04%200,000$200K
15G2 MB0093 6 12/20/541.58%150,943$155K
Page 1 of 2

Detailed Returns

PeriodReturnETF
1D
1W
+0.22%
1M
+0.29%
3M
-0.41%
6M
-1.01%
YTD
-0.59%
1Y
+1.43%
3Y
-0.85%
5Y
-0.85%

Moving Averages

20-Day MA

$24.54

Below 20-Day MA
50-Day MA

$24.56

Below 50-Day MA
200-Day MA

$24.72

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$25.07

Current Price

$24.51

52-Week Low

$24.11

$24.11$25.07

Current Yield

4.29%

Annual Dividend

$0.3140

Frequency

12x/year

Last Ex-Date

Mar 2, 2026

Dividend History

Ex-DateAmountPay Date
Mar 2, 2026$0.0733Mar 5, 2026
Feb 2, 2026$0.0688Feb 5, 2026
Dec 19, 2025$0.1021Dec 24, 2025
Dec 1, 2025$0.0698Dec 4, 2025
Nov 3, 2025$0.0958Nov 6, 2025
Oct 1, 2025$0.0849Oct 6, 2025
Sep 2, 2025$0.0870Sep 5, 2025
Aug 1, 2025$0.1018Aug 6, 2025
Jul 1, 2025$0.0895Jul 7, 2025
Jun 2, 2025$0.0935Jun 5, 2025
May 1, 2025$0.0976May 6, 2025
Apr 1, 2025$0.0939Apr 4, 2025
Mar 3, 2025$0.0849Mar 6, 2025
Feb 3, 2025$0.0920Feb 6, 2025
Dec 13, 2024$0.1016Dec 18, 2024
Dec 2, 2024$0.0856Dec 5, 2024
Nov 1, 2024$0.0965Nov 6, 2024
Oct 1, 2024$0.0890Oct 4, 2024
Sep 3, 2024$0.0896Sep 6, 2024
Aug 1, 2024$0.0986Aug 6, 2024

Dividend Payments Over Time

Category Comparison

MetricUSFICash & Others(1004 ETFs)Income(1130 ETFs)
Fund Info
Expense Ratio0.39%0.59%0.71%
AUM$9.8M$2.70B$1.52B
Dividend Yield4.29%9.48%11.21%
Avg Volume5762.0M236.4K
Holdings51334162
Performance
1-Month Return-0.06%+0.06%+0.00%
6-Month Return-0.90%-0.30%-2.23%
YTD Return-0.63%+2.40%-0.69%
1-Year Return+1.45%+3.99%+1.11%

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