USFI ETF

USFI ETF
$24.00
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Fund Essentials - as of Aug 31, 2026

Net Assets
$10M
Expense Ratio
0.39%
Dividend Yield (Current)
4.51%
Holdings
60
Inception Date
Jul 25, 2023
Fund Family
Franklin Templeton Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.74%
1 Year+4.11%
3 Year+3.61%

Asset Allocation

Bonds: 99.42%
Cash: 0.58%
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Top Holdings

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TickerNameWeight
-Treasury Floating Rate Note 3.84 2028073114.17%
-Treasury (Cpi) Note 1.25% Apr 15, 203111.38%
-Treasury Floating Rate Note 3.73% Apr 30, 20289.38%
T 4.25 08/15/35United States Treasury Note/Bond 4.25% 08/15/20355.34%
-United States Treasury Notes 4.625% 4.625 08/15/20364.75%
Top 10 Concentration: 61.96%Report Date: Aug 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.51%
Frequency
Monthly
Latest Distribution
$0.06
Sep 1, 2026
12M Distributions
12 payments
Total: $1.06

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

USFI ETF Overview

USFI ETF (BrandywineGLOBAL - US Fixed Income ETF) is managed by Franklin Templeton Investments (US) with $9.6M in net assets. USFI expense ratio is 0.39%, holding 60 positions across sectors including Financials, Communication Services, Real Estate. Inception date: 2023-07-25.

USFI performance shows a YTD return of 0.74%. The 1-year return is 4.11%. USFI dividend yield stands at 4.51%, paid monthly.

USFI top holdings include Treasury Floating Rate Note 3.84 20280731 (14.2%), Treasury (Cpi) Note 1.25% Apr 15, 2031 (11.4%), Treasury Floating Rate Note 3.73% Apr 30, 2028 (9.4%), United States Treasury Note/Bond 4.25% 08/15/2035 (5.3%), United States Treasury Notes 4.625% 4.625 08/15/2036 (4.8%). Go to all USFI holdings, USFI sectors, or USFI dividends.

USFI can be compared against other funds. Use USFI overlap to find shared positions, or USFI vs another fund for a side-by-side view. USFI alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-0.74%
YTD
+0.74%
1 Year
+4.11%
3 Year
+3.61%

Top 10 Holdings (62.0% of portfolio)

#TickerNameSectorWeight
1-Treasury Floating Rate Note 3.84 20280731Other14.17%
2-Treasury (Cpi) Note 1.25% Apr 15, 2031Other11.38%
3-Treasury Floating Rate Note 3.73% Apr 30, 2028Other9.38%
4T 4.25 08/15/35United States Treasury Note/Bond 4.25% 08/15/2035Financials5.34%
5-United States Treasury Notes 4.625% 4.625 08/15/2036Other4.75%
6-Treasury (Cpi) Note 2.38% Feb 15, 2056 2.38 2056-02-15Other4.72%
7G2 MA9907Gnma2 30Yr 6% Sep 20, 2054Financials3.35%
8-G2 Mb0873 6 1/20/56Other3.35%
9-Gnma2 30Yr 5.5% Sep 20, 2055Other2.79%
10G2 MB0485Gnma Ii 5.5% 07/55Financials2.73%