FLQL vs. EFIV ETF Comparison
Comparison of Franklin LibertyQ U.S. Equity ETF (FLQL) to SPDR S&P 500 ESG ETF (EFIV)
FLQL
Franklin LibertyQ U.S. Equity ETF
FLQL Description
The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ U.S. Large Cap Equity Index (the U.S. Large Cap underlying index). Under normal market conditions, the fund invests at least 80% of its assets in the component securities of the U.S. Large Cap underlying index. The U.S. Large Cap underlying index is based on the Russell 1000® Index using a methodology developed with Franklin Templeton to reflect Franklin Templeton's desired investment strategy.
Grade (RS Rating)
Last Trade
$57.94
Average Daily Volume
47,429
Number of Holdings
*
210
* may have additional holdings in another (foreign) market
EFIV
SPDR S&P 500 ESG ETF
EFIV Description
• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 IndexGrade (RS Rating)
Last Trade
$55.44
Average Daily Volume
120,232
Number of Holdings
*
316
* may have additional holdings in another (foreign) market
Performance
| Period | FLQL | EFIV |
|---|---|---|
| 30 Days | 2.05% | 2.00% |
| 60 Days | 4.76% | 4.47% |
| 90 Days | 4.25% | 4.73% |
| 12 Months | 34.98% | 33.75% |
81 Overlapping Holdings
| Symbol | Grade | Weight in FLQL | Weight in EFIV | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 7.04% | 9.57% | 7.04% | |
| ABBV | B | 1.56% | 0.99% | 0.99% | |
| ACGL | B | 0.3% | 0.12% | 0.12% | |
| AFL | A | 0.23% | 0.16% | 0.16% | |
| AMAT | D | 1.11% | 0.47% | 0.47% | |
| AMCR | B | 0.1% | 0.05% | 0.05% | |
| AMGN | D | 1.26% | 0.52% | 0.52% | |
| AVB | C | 0.1% | 0.09% | 0.09% | |
| BBY | A | 0.13% | 0.05% | 0.05% | |
| BSX | B | 0.78% | 0.36% | 0.36% | |
| C | C | 0.87% | 0.35% | 0.35% | |
| CAT | B | 1.29% | 0.53% | 0.53% | |
| CB | B | 0.57% | 0.34% | 0.34% | |
| CF | B | 0.11% | 0.05% | 0.05% | |
| CFG | D | 0.12% | 0.06% | 0.06% | |
| CHRW | B | 0.1% | 0.04% | 0.04% | |
| CI | C | 0.62% | 0.29% | 0.29% | |
| CL | C | 0.58% | 0.24% | 0.24% | |
| CMG | D | 0.57% | 0.23% | 0.23% | |
| CMI | B | 0.23% | 0.12% | 0.12% | |
| COST | C | 1.68% | 1.16% | 1.16% | |
| CTAS | C | 0.44% | 0.2% | 0.2% | |
| DAL | C | 0.15% | 0.09% | 0.09% | |
| DECK | C | 0.2% | 0.07% | 0.07% | |
| DGX | B | 0.09% | 0.05% | 0.05% | |
| DHI | C | 0.44% | 0.17% | 0.17% | |
| DVA | B | 0.11% | 0.03% | 0.03% | |
| DVN | F | 0.09% | 0.08% | 0.08% | |
| EBAY | B | 0.18% | 0.09% | 0.09% | |
| ELV | D | 0.38% | 0.36% | 0.36% | |
| ETR | A | 0.14% | 0.08% | 0.08% | |
| EXR | C | 0.12% | 0.11% | 0.11% | |
| FANG | F | 0.2% | 0.09% | 0.09% | |
| GM | C | 0.31% | 0.16% | 0.16% | |
| GOOG | D | 1.62% | 2.31% | 1.62% | |
| GOOGL | D | 1.9% | 2.76% | 1.9% | |
| GS | B | 0.51% | 0.47% | 0.47% | |
| GWW | B | 0.33% | 0.13% | 0.13% | |
| HIG | B | 0.19% | 0.1% | 0.1% | |
| HLT | B | 0.31% | 0.16% | 0.16% | |
| HPE | C | 0.19% | 0.07% | 0.07% | |
| HPQ | C | 0.28% | 0.09% | 0.09% | |
| IRM | C | 0.19% | 0.1% | 0.1% | |
| JPM | D | 1.07% | 1.75% | 1.07% | |
| K | A | 0.1% | 0.06% | 0.06% | |
| KLAC | D | 0.85% | 0.3% | 0.3% | |
| LLY | D | 1.68% | 2.12% | 1.68% | |
| LRCX | D | 0.75% | 0.3% | 0.3% | |
| LYB | D | 0.18% | 0.07% | 0.07% | |
| MA | B | 1.69% | 1.17% | 1.17% | |
| MAS | B | 0.13% | 0.05% | 0.05% | |
| MCO | C | 0.58% | 0.22% | 0.22% | |
| MRK | F | 1.45% | 0.86% | 0.86% | |
| MSFT | C | 6.21% | 9.46% | 6.21% | |
| NVDA | C | 5.84% | 8.41% | 5.84% | |
| OMC | B | 0.1% | 0.06% | 0.06% | |
| PCAR | D | 0.4% | 0.15% | 0.15% | |
| PEG | B | 0.22% | 0.12% | 0.12% | |
| PH | B | 0.47% | 0.23% | 0.23% | |
| PHM | B | 0.25% | 0.09% | 0.09% | |
| PSA | C | 0.4% | 0.16% | 0.16% | |
| QCOM | D | 1.25% | 0.56% | 0.56% | |
| RCL | B | 0.13% | 0.12% | 0.12% | |
| REGN | D | 0.82% | 0.36% | 0.36% | |
| RL | B | 0.11% | 0.02% | 0.02% | |
| RMD | C | 0.14% | 0.1% | 0.1% | |
| RSG | D | 0.3% | 0.12% | 0.12% | |
| SYF | C | 0.16% | 0.06% | 0.06% | |
| SYK | C | 0.88% | 0.36% | 0.36% | |
| T | B | 1.01% | 0.44% | 0.44% | |
| TJX | C | 0.94% | 0.39% | 0.39% | |
| TMUS | B | 0.5% | 0.3% | 0.3% | |
| TSCO | B | 0.15% | 0.08% | 0.08% | |
| TSLA | C | 0.86% | 1.96% | 0.86% | |
| TT | B | 0.62% | 0.25% | 0.25% | |
| UNH | C | 0.51% | 1.54% | 0.51% | |
| URI | B | 0.37% | 0.16% | 0.16% | |
| WAB | B | 0.16% | 0.09% | 0.09% | |
| WM | D | 0.64% | 0.22% | 0.22% | |
| WMT | B | 1.63% | 0.97% | 0.97% | |
| XOM | D | 0.62% | 1.51% | 0.62% |
FLQL Overweight 129 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | C | 2.84% | |
| META | B | 2.56% | |
| AVGO | C | 1.89% | |
| JNJ | C | 1.65% | |
| IBM | B | 1.41% | |
| VZ | A | 1.32% | |
| TXN | B | 1.24% | |
| ISRG | C | 1.2% | |
| BRK.A | C | 1.06% | |
| BKNG | B | 1.0% | |
| VRTX | D | 0.92% | |
| ANET | C | 0.81% | |
| ORCL | B | 0.8% | |
| MO | C | 0.77% | |
| PM | C | 0.66% | |
| HCA | B | 0.59% | |
| APH | C | 0.58% | |
| MSI | B | 0.53% | |
| RTX | B | 0.51% | |
| LMT | A | 0.44% | |
| SPG | B | 0.44% | |
| GD | C | 0.42% | |
| ADI | C | 0.35% | |
| LEN | B | 0.33% | |
| FAST | C | 0.3% | |
| SO | B | 0.3% | |
| MCHP | D | 0.27% | |
| CTSH | B | 0.24% | |
| NVR | B | 0.23% | |
| HWM | B | 0.22% | |
| NTAP | D | 0.22% | |
| GRMN | D | 0.21% | |
| APP | C | 0.19% | |
| GLW | B | 0.19% | |
| WSM | C | 0.18% | |
| DELL | C | 0.17% | |
| O | B | 0.17% | |
| SPOT | C | 0.17% | |
| LDOS | A | 0.16% | |
| FICO | B | 0.15% | |
| STLD | C | 0.15% | |
| LII | C | 0.15% | |
| KMB | C | 0.15% | |
| CSL | B | 0.15% | |
| MPWR | B | 0.14% | |
| THC | C | 0.13% | |
| TOL | A | 0.13% | |
| PKG | B | 0.13% | |
| WSO | C | 0.12% | |
| UHS | C | 0.12% | |
| DPZ | D | 0.11% | |
| RGA | C | 0.11% | |
| TPL | C | 0.11% | |
| EVR | B | 0.11% | |
| FIX | B | 0.11% | |
| LAMR | B | 0.11% | |
| KRC | C | 0.11% | |
| TER | C | 0.11% | |
| VICI | C | 0.11% | |
| SCCO | C | 0.11% | |
| UTHR | B | 0.11% | |
| NRG | B | 0.11% | |
| DKS | D | 0.11% | |
| SWKS | F | 0.11% | |
| IP | C | 0.11% | |
| ESS | C | 0.11% | |
| OC | C | 0.11% | |
| GPK | C | 0.1% | |
| NEU | D | 0.1% | |
| LNC | C | 0.1% | |
| GLPI | C | 0.1% | |
| WU | C | 0.1% | |
| MTG | B | 0.1% | |
| JNPR | A | 0.1% | |
| PK | D | 0.1% | |
| UGI | B | 0.1% | |
| SSNC | C | 0.1% | |
| DTM | C | 0.1% | |
| MEDP | F | 0.1% | |
| G | C | 0.1% | |
| AXS | B | 0.1% | |
| INGR | B | 0.1% | |
| HRB | C | 0.1% | |
| CHE | C | 0.1% | |
| FOX | B | 0.1% | |
| ALSN | B | 0.1% | |
| LEN | B | 0.1% | |
| LOPE | D | 0.1% | |
| ROL | C | 0.1% | |
| CROX | C | 0.1% | |
| CRI | D | 0.1% | |
| ADC | C | 0.1% | |
| NFG | B | 0.1% | |
| FOXA | B | 0.1% | |
| RGLD | C | 0.1% | |
| NNN | B | 0.1% | |
| TNL | C | 0.1% | |
| JHG | B | 0.1% | |
| CW | B | 0.1% | |
| EHC | B | 0.1% | |
| BJ | D | 0.1% | |
| OHI | C | 0.1% | |
| CACI | B | 0.1% | |
| R | C | 0.1% | |
| EPR | C | 0.1% | |
| CASY | D | 0.1% | |
| CLH | C | 0.1% | |
| TXRH | B | 0.1% | |
| EMN | B | 0.1% | |
| WING | C | 0.1% | |
| HIW | C | 0.1% | |
| KEX | C | 0.1% | |
| AYI | B | 0.1% | |
| JEF | C | 0.1% | |
| CUZ | C | 0.1% | |
| EME | B | 0.1% | |
| MDU | B | 0.1% | |
| AWI | B | 0.1% | |
| CIVI | F | 0.09% | |
| OGN | D | 0.09% | |
| APA | F | 0.09% | |
| COKE | C | 0.09% | |
| GAP | F | 0.09% | |
| PPC | D | 0.09% | |
| SNX | C | 0.09% | |
| M | F | 0.09% | |
| AVT | B | 0.09% | |
| MUSA | D | 0.08% | |
| CRUS | D | 0.08% |
FLQL Underweight 235 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| V | C | -1.3% | |
| PG | C | -1.17% | |
| HD | B | -1.12% | |
| BAC | D | -0.81% | |
| KO | B | -0.79% | |
| CRM | C | -0.75% | |
| AMD | C | -0.73% | |
| CVX | F | -0.72% | |
| PEP | D | -0.7% | |
| ADBE | F | -0.68% | |
| LIN | B | -0.65% | |
| ACN | C | -0.61% | |
| MCD | B | -0.61% | |
| CSCO | B | -0.6% | |
| GE | C | -0.59% | |
| ABT | C | -0.58% | |
| DHR | B | -0.53% | |
| SPGI | C | -0.49% | |
| PFE | D | -0.49% | |
| NEE | B | -0.49% | |
| DIS | D | -0.49% | |
| UBER | C | -0.46% | |
| CMCSA | C | -0.46% | |
| UNP | D | -0.44% | |
| AXP | B | -0.44% | |
| LOW | B | -0.43% | |
| ETN | C | -0.38% | |
| BLK | B | -0.38% | |
| MS | B | -0.37% | |
| PLD | C | -0.35% | |
| MDT | B | -0.34% | |
| ADP | C | -0.33% | |
| SBUX | C | -0.32% | |
| MMC | C | -0.32% | |
| DE | A | -0.31% | |
| AMT | C | -0.31% | |
| GILD | B | -0.3% | |
| MU | D | -0.29% | |
| BMY | C | -0.29% | |
| MDLZ | C | -0.29% | |
| UPS | D | -0.28% | |
| SCHW | D | -0.28% | |
| NKE | D | -0.28% | |
| ZTS | B | -0.26% | |
| SHW | B | -0.26% | |
| INTC | D | -0.26% | |
| ICE | C | -0.26% | |
| PYPL | B | -0.24% | |
| EQIX | B | -0.24% | |
| PNC | C | -0.22% | |
| WELL | C | -0.22% | |
| AON | B | -0.22% | |
| CME | B | -0.22% | |
| USB | C | -0.21% | |
| TGT | C | -0.21% | |
| CVS | D | -0.21% | |
| CARR | B | -0.2% | |
| BDX | D | -0.2% | |
| CSX | C | -0.2% | |
| ITW | B | -0.2% | |
| APD | B | -0.19% | |
| FCX | C | -0.19% | |
| EMR | D | -0.18% | |
| SLB | F | -0.18% | |
| AJG | D | -0.18% | |
| NEM | C | -0.18% | |
| ECL | B | -0.18% | |
| TFC | D | -0.17% | |
| ADSK | B | -0.17% | |
| COF | B | -0.17% | |
| MPC | F | -0.17% | |
| MAR | B | -0.17% | |
| BK | B | -0.16% | |
| TRV | C | -0.16% | |
| WMB | C | -0.16% | |
| OKE | C | -0.16% | |
| PSX | F | -0.16% | |
| NSC | C | -0.16% | |
| ALL | C | -0.15% | |
| JCI | B | -0.15% | |
| ROST | C | -0.15% | |
| DLR | B | -0.15% | |
| SRE | B | -0.15% | |
| FIS | C | -0.14% | |
| AIG | D | -0.14% | |
| MET | B | -0.14% | |
| PRU | C | -0.13% | |
| MSCI | C | -0.13% | |
| TEL | D | -0.13% | |
| AMP | B | -0.13% | |
| VLO | F | -0.13% | |
| CNC | D | -0.12% | |
| EW | F | -0.12% | |
| CTVA | B | -0.12% | |
| A | C | -0.12% | |
| KMI | C | -0.12% | |
| GIS | B | -0.12% | |
| PWR | B | -0.12% | |
| PAYX | C | -0.12% | |
| IDXX | D | -0.12% | |
| HES | F | -0.11% | |
| SYY | C | -0.11% | |
| KR | B | -0.11% | |
| DOW | C | -0.11% | |
| YUM | B | -0.11% | |
| CBRE | B | -0.11% | |
| HUM | F | -0.11% | |
| VRSK | D | -0.11% | |
| OTIS | B | -0.11% | |
| KDP | B | -0.11% | |
| IR | B | -0.11% | |
| EXC | B | -0.11% | |
| AME | C | -0.11% | |
| MTD | C | -0.1% | |
| TRGP | C | -0.1% | |
| EA | D | -0.1% | |
| OXY | F | -0.1% | |
| ED | B | -0.1% | |
| DFS | C | -0.1% | |
| BKR | C | -0.1% | |
| FITB | B | -0.09% | |
| BIIB | F | -0.09% | |
| WTW | B | -0.09% | |
| MTB | C | -0.09% | |
| PPG | C | -0.09% | |
| NDAQ | C | -0.09% | |
| ROK | D | -0.09% | |
| ON | D | -0.09% | |
| LULU | D | -0.09% | |
| CSGP | D | -0.09% | |
| EIX | B | -0.09% | |
| ADM | D | -0.09% | |
| XYL | C | -0.09% | |
| IFF | A | -0.08% | |
| HAL | F | -0.08% | |
| DOV | B | -0.08% | |
| EQR | C | -0.08% | |
| STT | B | -0.08% | |
| FTV | C | -0.08% | |
| CAH | C | -0.08% | |
| AXON | B | -0.08% | |
| KHC | C | -0.08% | |
| AWK | C | -0.08% | |
| HSY | D | -0.08% | |
| GPN | D | -0.08% | |
| MRNA | F | -0.07% | |
| CPAY | B | -0.07% | |
| RJF | C | -0.07% | |
| ES | B | -0.07% | |
| TTWO | D | -0.07% | |
| WY | C | -0.07% | |
| TROW | C | -0.07% | |
| BR | C | -0.07% | |
| VTR | C | -0.07% | |
| SBAC | C | -0.07% | |
| SW | B | -0.07% | |
| ARE | C | -0.06% | |
| HOLX | D | -0.06% | |
| APTV | D | -0.06% | |
| BAX | C | -0.06% | |
| ULTA | D | -0.06% | |
| WAT | B | -0.06% | |
| GPC | D | -0.06% | |
| EL | D | -0.06% | |
| EQT | C | -0.06% | |
| MKC | C | -0.06% | |
| BALL | C | -0.06% | |
| WDC | C | -0.06% | |
| RF | B | -0.06% | |
| CBOE | C | -0.06% | |
| HBAN | B | -0.06% | |
| ZBH | F | -0.06% | |
| HUBB | B | -0.06% | |
| IEX | C | -0.05% | |
| PNR | B | -0.05% | |
| KEY | C | -0.05% | |
| SWK | B | -0.05% | |
| AVY | C | -0.05% | |
| EG | B | -0.05% | |
| TSN | D | -0.05% | |
| EXPE | C | -0.05% | |
| FDS | C | -0.05% | |
| CCL | C | -0.05% | |
| PFG | B | -0.05% | |
| NTRS | C | -0.05% | |
| KMX | D | -0.04% | |
| SJM | C | -0.04% | |
| ALLE | B | -0.04% | |
| JKHY | B | -0.04% | |
| HST | D | -0.04% | |
| UDR | C | -0.04% | |
| JBHT | D | -0.04% | |
| POOL | C | -0.04% | |
| AKAM | D | -0.04% | |
| DOC | B | -0.04% | |
| CAG | B | -0.04% | |
| KIM | C | -0.04% | |
| LVS | C | -0.04% | |
| MOS | F | -0.03% | |
| CZR | C | -0.03% | |
| GL | D | -0.03% | |
| DAY | D | -0.03% | |
| HAS | B | -0.03% | |
| HRL | F | -0.03% | |
| LW | D | -0.03% | |
| TPR | A | -0.03% | |
| NWSA | D | -0.03% | |
| CPB | C | -0.03% | |
| AIZ | B | -0.03% | |
| TAP | D | -0.03% | |
| MGM | D | -0.03% | |
| MKTX | D | -0.03% | |
| ALB | D | -0.03% | |
| CRL | F | -0.03% | |
| LKQ | F | -0.03% | |
| TFX | B | -0.03% | |
| BXP | C | -0.03% | |
| IPG | C | -0.03% | |
| INCY | C | -0.03% | |
| REG | C | -0.03% | |
| BEN | F | -0.02% | |
| WBA | F | -0.02% | |
| ETSY | D | -0.02% | |
| BBWI | D | -0.02% | |
| AAL | D | -0.02% | |
| BIO | C | -0.02% | |
| WYNN | C | -0.02% | |
| BWA | C | -0.02% | |
| IVZ | B | -0.02% | |
| FMC | B | -0.02% | |
| MHK | B | -0.02% | |
| FRT | C | -0.02% | |
| NCLH | B | -0.02% | |
| NWS | D | -0.01% | |
| PARA | D | -0.01% |
FLQL: Top Represented Industries & Keywords
Industries:
Semiconductors
Specialty Retail
Medical Care
Business Services
Drug Manufacturers - Major
Oil & Gas E&P
REIT - Retail
Residential Construction
Building Materials
Diversified Industrials
Information Technology Services
Internet Content & Information
Packaging & Containers
REIT - Diversified
Restaurants
Semiconductor Equipment & Materials
Software - Infrastructure
Aerospace & Defense
Biotechnology
Capital Markets
EFIV: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Banks - Regional - US
Capital Markets
Packaged Foods
Asset Management
Diagnostics & Research
Drug Manufacturers - Major
Credit Services
Specialty Chemicals
Health Care Plans
Leisure
Medical Devices
Software - Application
Specialty Retail
Insurance - Life
Medical Instruments & Supplies
Oil & Gas E&P
Semiconductors
Agricultural Inputs
Compare ETFs
