USFI

Franklin Templeton$24.65+0.04 (+0.18%)
AUM $9.9MER 0.39%NAV $24.67Holdings 52

Price Chart

Key Statistics

Previous Close

$24.61

Day Range

$24.63$24.76

52-Week Range

$23.98$25.07

Avg Volume

1.4K

Dividend Yield

4.29%

Expense Ratio

0.39%

AUM

$9.9M

Shares Outstanding

499.8K

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others98.98%
Financial Services1.02%

Country Allocation

CountryWeight %
United States51.29%
Other48.71%

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$387.40B
AGGiShares Core U.S. Aggregate Bond ETF$136.09B
BNDXVanguard Total International Bond ETF$116.90B
SGOViShares 0-3 Month Treasury Bond ETF$84.70B
BSVVanguard Short-Term Bond ETF$69.80B

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 $9.9M in assets under management. The fund charges an expense ratio of 0.39%. The fund holds 52 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 53.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1US TREASURY FRN FRN 1/2810.07%1,000,000$1000K
2US TREASURY FRN FRN 10/276.96%690,000$691K
3US TREASURY N/B 4.25 8/356.02%600,000$598K
4US TREASURY N/ 3.875 8/345.79%590,000$575K
5TSY INFL IX N/ 2.375 2/564.79%500,000$475K
6G2 MB0623 5.5 9/20/554.27%419,190$424K
7US TREASURY N/B 4.75 5/554.12%420,000$409K
8G2 MB0686 5.5 10/20/554.00%392,743$397K
9G2 MA9907 6 9/20/543.67%356,703$365K
10G2 MB0814 5.5 12/20/553.42%336,210$339K
11G2 MB0873 6 1/20/563.37%327,362$335K
12G2 MA9780 6 7/20/542.91%282,830$289K
13G2 MB0485 5.5 7/20/552.91%285,578$289K
14G2 MA9669 6 5/20/542.44%236,993$243K
15US TREASURY FRN FRN 7/272.42%240,000$240K
Page 1 of 2

Detailed Returns

PeriodReturnETF
1D
+0.18%
1W
-0.10%
1M
+0.00%
3M
-0.40%
6M
-1.24%
YTD
-0.30%
1Y
+0.70%
3Y
-0.56%
5Y
-0.56%

Moving Averages

20-Day MA

$24.61

Above 20-Day MA
50-Day MA

$24.67

Below 50-Day MA
200-Day MA

$24.70

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$25.07

Current Price

$24.65

52-Week Low

$23.98

$23.98$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%0.62%0.72%
AUM$9.9M$2.70B$1.48B
Dividend Yield4.29%9.44%11.21%
Avg Volume1.4K1.2M216.2K
Holdings52379161
Performance
1-Month Return+0.18%+2.14%+3.20%
6-Month Return-1.52%-2.53%-3.00%
YTD Return-0.34%+0.19%-1.03%
1-Year Return+1.09%+4.12%+3.67%

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