USPXFranklin U.S. Equity Index ETF
Seeks investment results that closely correspond to the performance of the Morningstar US Target Market Exposure Index.
By Franklin Templeton Investments · Launched 2016
Annual Cost
0.03%
#40 of 5,854 · low cost
Fund Size
$2.0B
#770 of 5,854 · large
Return (1Y)Goal
+18.5%
Track Record
10 years
#1,404 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,436+14.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Index tracked
Morningstar US Target Market Exposure Index
What it actually holds
By weightConcentration
Top 10 holdings = 36.3% of fund✓ well diversified
NVIDIA Corp.
7.3%
Apple Inc.
6.7%
Microsoft Corp.
4.9%
Amazon.com, Inc.
3.7%
Alphabet Inc.
3.0%
Alphabet Inc.
2.6%
Broadcom Inc
2.6%
Meta Platforms Inc
2.2%
Tesla Inc
1.9%
Berkshire Hathaway Inc.
1.6%
Asset allocation
Stocks
99.7%
Cash
0.3%
By sector
Technology
38.7%
Financial Services
11.6%
Communication
9.9%
Consumer Cyclical
9.4%
Healthcare
8.9%
Industrials
8.6%
Consumer Defensive
4.4%
Energy
3.0%
Other
5.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.0%Moderate
Year-on-year price swings
Max drawdown
-30.9%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.99Decent risk-adjusted returns
Sortino (3Y)
1.45Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that closely correspond to the performance of the Morningstar US Target Market Exposure Index.
- Strategy
- Employs a passive indexing approach, investing at least 80% in large- and mid-cap U.S. stocks that comprise the Morningstar US Target Market Exposure Index. The Fund may use replication or representative sampling strategies to track the index's performance closely.
- Inception date
- June 1, 2016
- Fund family
- Franklin Templeton Investments
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at USPX. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-03