Compare Franklin Resources, Inc. (BEN) vs Ubs Ag Etracs Crude Oil Shares Covered Call ETN Exp 24th Apr 2037 (USOI) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Franklin Resources, Inc. vs Ubs Ag Etracs Crude Oil Shares Covered Call ETN Exp 24th Apr 2037 — how do they compare? Franklin Resources, Inc. trades at $33.24 (market cap $17.22B), while Ubs Ag Etracs Crude Oil Shares Covered Call ETN Exp 24th Apr 2037 trades at $46.74. The key difference: Franklin Resources, Inc. pays a 3.98% dividend while Ubs Ag Etracs Crude Oil Shares Covered Call ETN Exp 24th Apr 2037 pays none, and Franklin Resources, Inc. is trading nearer its 52-week high, Ubs Ag Etracs Crude Oil Shares Covered Call ETN Exp 24th Apr 2037 nearer its low. Which is the better fit depends on your goals.
| BEN | USOI | |
|---|---|---|
Market Cap | $17.22B | — |
Sector | Financials | Income / Options Overlay |
52-Week High | $34.44 | $61.17 |
52-Week Low | $21.18 | $42.27 |
Enterprise Value | $29.05B | — |
Dividend Yield | 3.98% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Franklin Resources (BEN) trades at $32.83, down 2.0% today, with a bullish technical signal from moving averages despite bearish oscillators. The company shows steady revenue growth to $8.77B in 2025 and has beaten earnings estimates for three consecutive quarters. Recent news highlights dividend sustainability and AUM growth to $1.79 trillion in June 2026, while analyst consensus leans neutral with a $34.67 price target.
BEN presents a mixed outlook with strong dividend appeal and earnings momentum offset by modest profitability metrics (ROE 2.08%) and negative cash flow trends. Near-term catalysts include Q3 earnings on July 31, 2026, but investors face risks from competitive pressures and market-sensitive AUM fluctuations. The stock trades at a reasonable P/E of 25.06 with upside to consensus target.
USOI, an exchange-traded note (ETN) linked to crude oil with covered call strategies, trades at $45.91, up 3.12% today. Technical indicators show a bearish trend with moving averages signaling sell pressure, while oscillators are neutral. The note offers high yields but lacks traditional financial metrics like P/E or revenue, as it is structured around oil price derivatives and options income.
Outlook is cautious due to oil market volatility from geopolitical events like the Iran War, which could impact yields. Risks include ETN structure complexities and oil price swings. Investors should weigh high income potential against exposure to crude oil's inherent instability and credit risk of the issuer, Credit Suisse.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
About Franklin Resources, Inc.
Franklin Resources provides investment services for individual and institutional investors. At the end of August 2022, Franklin had $1.388 trillion in managed assets, composed primarily of equity (32%), fixed-income (38%), multi-asset/balanced (10%) funds, alternatives (16%), and money market funds (4%). Distribution tends to be weighted more toward retail investors (49% of AUM) investors, as opposed to institutional (49%) and high-net-worth (2%) clients. Franklin is also one of the more global firms of the U.S.-based asset managers with more than 35% of its AUM invested in global/international strategies and 25% of managed assets sourced from clients domiciled outside the United States.
Read more on BEN →About Ubs Ag Etracs Crude Oil Shares Covered Call ETN Exp 24th Apr 2037
USOI is an Exchange-Traded Note (ETN) issued by UBS that provides exposure to a covered call strategy on the United States Oil Fund (USO). It aims to generate high monthly income by capturing option premiums from the hypothetical sale of out-of-the-money call options on oil shares, offering a way to profit from crude oil's volatility even in a flat or range-bound market.
Read more on USOI →
