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FLQM vs USMF

Franklin U.S. Mid Cap Multifactor Index ETF vs WisdomTree U.S. Multifactor Fund

FLQM

Franklin U.S. Mid Cap Multifactor Index ETF

Franklin Templeton Investments

Annual cost

0.30%

Fund size

$1.6B

USMF

WisdomTree U.S. Multifactor Fund

WisdomTree

Annual cost

0.28%

Fund size

$358M

Key differences

  • FLQM is significantly larger than USMF — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, USMF has delivered higher annualized returns.

Side-by-side comparison

FLQMUSMF
Annual cost (TER)0.30%0.28%
Fund size (AUM)$1.6B$358M
Since20172017
Dividend yield1.51%1.36%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.8%+6.2%
CAGR 3Y+11.6%+14.2%
CAGR 5Y+7.0%+7.8%
Sharpe 3Y0.580.85
Volatility 1Y12.36%10.86%
Max drawdown-37.26%-36.24%

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

Similar to FLQM and USMF