USFI

Franklin Templeton$24.52 ()
AUM $9.7MER 0.39%NAV $24.27Holdings 58

Price Chart

Key Statistics

Previous Close

$24.52

Day Range

N/A

52-Week Range

$24.29$25.07

Avg Volume

9

Dividend Yield

4.29%

Expense Ratio

0.39%

AUM

$9.7M

Shares Outstanding

499.8K

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
United States56.57%
Other43.43%

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$398.10B
AGGiShares Core U.S. Aggregate Bond ETF$137.43B
GLDSPDR Gold Shares$131.22B
BNDXVanguard Total International Bond ETF$123.30B
SGOViShares 0-3 Month Treasury Bond ETF$99.29B

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 $9.7M in assets under management. The fund charges an expense ratio of 0.39%. The fund holds 58 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 62.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1TSY INFL IX N/B 1.25 4/3122.13%2,180,000$2.1M
2US TREASURY FRN FRN 4/289.90%960,000$961K
3US TREASURY N/B 4.25 8/355.29%530,000$514K
4US TREASURY FRN FRN 1/285.05%490,000$490K
5TSY INFL IX N/ 2.375 2/564.70%500,000$456K
6G2 MA9907 6 9/20/543.40%323,736$330K
7G2 MB0873 6 1/20/563.36%320,405$326K
8G2 MB0623 5.5 9/20/552.81%273,262$272K
9G2 MB0485 5.5 7/20/552.74%266,611$266K
10G2 MA9780 6 7/20/542.72%258,863$264K
11G2 MA9669 6 5/20/542.29%218,051$222K
12G2 MA9306 6 11/20/532.06%194,110$200K
13CLDCD 2024-1A A2 11/492.05%200,000$199K
14US TREASURY N/B 4.75 5/552.02%210,000$196K
15WA PREM INST US TRSRY-PRM1.76%170,903$171K
Page 1 of 2

Detailed Returns

PeriodReturnETF
1D
1W
-0.33%
1M
-1.28%
3M
-1.16%
6M
-1.60%
YTD
-1.50%
1Y
-0.04%
3Y
-2.23%
5Y
-1.76%

Moving Averages

20-Day MA

$24.44

Above 20-Day MA
50-Day MA

$24.50

Above 50-Day MA
200-Day MA

$24.68

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$25.07

Current Price

$24.52

52-Week Low

$24.29

$24.29$25.07

Current Yield

4.29%

Annual Dividend

$0.3750

Frequency

Monthlyx/year

Last Ex-Date

Jun 1, 2026

Dividend History

Ex-DateAmountPay Date
Jun 1, 2026$0.0984Jun 4, 2026
May 1, 2026$0.1221May 6, 2026
Apr 1, 2026$0.0811Apr 6, 2026
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
Sep 2, 2025$0.0870Sep 5, 2025
Aug 1, 2025$0.1018Aug 6, 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

Dividend Payments Over Time

Category Comparison

MetricUSFICash & Others(1050 ETFs)Income(1130 ETFs)
Fund Info
Expense Ratio0.39%0.62%0.71%
AUM$9.7M$2.79B$1.57B
Dividend Yield4.29%9.30%11.21%
Avg Volume91.2M200.8K
Holdings58340175
Performance
1-Month Return-1.30%+8.89%-1.05%
6-Month Return-1.16%+4.85%-0.12%
YTD Return-1.54%+5.19%-1.85%
1-Year Return-1.99%+2.78%-2.99%

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