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ETFT vs USPX

Fundsmith Equity ETF vs Franklin U.S. Equity Index ETF

ETFT

Fundsmith Equity ETF

Annual cost

Fund size

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

Key differences

  • ETFT is classified as alternative, while USPX is equity — different risk/return profiles.
  • ETFT follows a long short strategy; USPX uses index tracking.

Side-by-side comparison

ETFTUSPX
Annual cost (TER)0.03%
Fund size (AUM)$1.8B
Since2016
Dividend yield1.09%
Asset classalternativeequity
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1YN/A+28.8%
CAGR 3YN/A+23.3%
CAGR 5YN/A+12.6%
Sharpe 3YN/A1.22
Volatility 1Y12.24%
Max drawdown-14.76%-31.21%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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