(FLQL) LibertyQ U.S. Equity - BATS

ETF Category: Large Blend | Exchange: BATS (USA) | Market Cap: 2.024m USD | Total Return: 29.9% in 12m

Large Cap Stocks, Equity Securities, Exchange Traded Funds
Total Rating 64
Safety 40
Buy Signal -0.01
Large Blend
Category Rotation: -9.4
TER: 0.15%
AUM: 2.02B
Avg Turnover: 4.80M
Risk 3d forecast
Volatility16.4%
VaR 5th Pctl3.08%
VaR vs Median4.08%
Reward TTM
Sharpe Ratio1.71
Rel. Str. IBD61.6
Rel. Str. Peer Group80.7
Character TTM
Beta1.017
Beta Downside1.005
Hurst Exponent0.485
Drawdowns 3y
Max DD19.32%
CAGR/Max DD1.20
CAGR/Mean DD11.26

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: FLQL LibertyQ U.S. Equity

The Franklin LibertyQ U.S. Equity ETF (FLQL) tracks the LibertyQ U.S. Large Cap Equity Index, a rules-based benchmark designed by FTSE Russell. The fund allocates at least 80% of its assets to large-cap U.S. equities selected through a multi-factor quantitative model focusing on quality, value, momentum, and low volatility.

Large-cap ETFs typically focus on established corporations with market capitalizations exceeding $10 billion, offering stability compared to smaller growth-oriented funds. This specific smart-beta strategy seeks to outperform traditional market-cap-weighted indices by weighting securities based on fundamental strength rather than price alone. You can examine the specific factor exposures of this fund on ValueRay.

Headlines to Watch Out For
  • Systematic multi-factor strategy performance relative to S&P 500 benchmarks
  • Large-cap equity risk premium volatility driven by Federal Reserve policy
  • Expense ratio competitiveness against low-cost passive sector peers
  • Quarterly rebalancing efficacy within proprietary LibertyQ factor scoring model
What is the price of FLQL shares?

As of June 20, 2026, the stock is trading at USD 78.10 with a total of 62,680 shares traded.
Over the past week, the price has changed by +1.71%, over one month by +2.61%, over three months by +14.26% and over the past year by +29.91%.

Is FLQL a buy, sell or hold?

LibertyQ U.S. Equity has no consensus analysts rating.