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USFI
+0.10 · +0.41%
$24.73 · NASDAQ

BrandywineGLOBAL - U.S. Fixed Income ETF (USFI) ETF Analysis | Intermediate Core Bond

Franklin Templeton Investments · USA
AUM:$13.6M
#– of – in Intermediate Core Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.9% over the past year, showing positive momentum.

What is USFI?

BrandywineGLOBAL - U.S. Fixed Income ETF tracks its benchmark index, providing diversified exposure across 4 holdings. Its expense ratio is 0.00%.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
USFI returned 6.9% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 2.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$13.6M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings4
Inception DateJul 2023
Domicile–
Distribution–
Index–
ProviderFranklin Templeton Investments
Beta–
CategoryIntermediate Core Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.4%
1Y
+1.6%
3Y
+11.5%
5Y
+10.7%
OpenBook InsightIf you had invested £10,000 in USFI 5 years ago, it would have grown to £11,066 — a gain of £1,066.

Annual Returns

Calendar year performance

USFI delivered positive returns in 3 of the last 4 calendar years.
YearUSFI
2026 YTD-0.5%
2025+7.0%
2024+1.8%
2023+2.9%
CAGR 3yr+3.9%
3/4 positive yearsAvg return: +2.8%Worst year: -0.5% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
4.4%
Low
Momentum
-0.2%
30-day change
Support Level
24.16
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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