Financial Equities ETFs Stocks
Most of these ETFs invest in the common stocks of the following industries: banks, diversified financials, brokerage, asset management insurance and real estate, including investment trusts that comprise the Financials sector of the S&P 500 Index. The financial equity space has been one of the more stable places for investors in recent years. We believe this sector is ideal for conservative investors that are looking to generate a bit of income but are willing to sacrifice growth somewhat. If the interest rate environment begins to change, we will look at this industry again and decide if it can maintain its conservative label.
Industry Rank
This industry ranks 4 out of 65 ETF categories.
Industry Rating
Rk | Symbol | Name | Last | Open | High | Low | 52WK Hi | 52WK Lo | Day Chg | YTD Chg | 12M Chg | Mkt Cap | 50D MA | ± 50D | 200D MA | ± 200D | POWR |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | XLF | Financial Select Sector SPDR ETF | 38.97 | 38.94 | 39.09 | 38.72 | 39.45 | 30.39 | -0.15 (-0.38%) |
3.64 % | 5.95 % | 36.20B | 37.47 | 4.01 % | 34.35 | 13.47 % | A |
2 | VFH | Vanguard Financials ETF | 94.33 | 94.17 | 94.54 | 93.77 | 95.81 | 73.25 | -0.20 (-0.21%) |
2.24 % | 4.68 % | 8.95B | 91.29 | 3.33 % | 83.01 | 13.64 % | A |
3 | IYF | iShares U.S. Financial ETF | 87.42 | 87.16 | 87.60 | 86.88 | 88.55 | 66.91 | -0.11 (-0.13%) |
2.35 % | 7.20 % | 2.31B | 84.57 | 3.37 % | 76.85 | 13.76 % | A |
4 | FNCL | Fidelity MSCI Financials Index ETF | 54.74 | 54.67 | 54.83 | 54.44 | 55.55 | 42.42 | -0.17 (-0.31%) |
2.22 % | 4.93 % | 1.52B | 53.01 | 3.26 % | 48.20 | 13.58 % | A |
5 | IYG | iShares U.S. Financial Services ETF | 183.68 | 183.41 | 184.02 | 182.71 | 185.48 | 142.46 | -0.40 (-0.22%) |
2.49 % | 4.88 % | 1.28B | 176.71 | 3.94 % | 160.86 | 14.19 % | A |
6 | QQQX | Nuveen NASDAQ 100 Dynamic Overwrite Fund | 23.61 | 23.59 | 23.65 | 23.53 | 25.99 | 20.27 | 0.13 (0.55%) |
1.99 % | 0.92 % | 1.14B | 22.97 | 2.79 % | 22.74 | 3.83 % | A |
7 | BIZD | VanEck Vectors BDC Income ETF | 16.01 | 16.08 | 16.08 | 15.93 | 16.62 | 13.53 | -0.02 (-0.12%) |
-0.19 % | 3.89 % | 897.76M | 16.04 | -0.21 % | 14.83 | 7.93 % | A |
8 | FXO | First Trust Financials AlphaDEX | 42.99 | 42.91 | 43.05 | 42.65 | 46.58 | 32.92 | -0.09 (-0.21%) |
-0.69 % | -6.78 % | 816.81M | 42.63 | 0.84 % | 38.67 | 11.16 % | A |
9 | KIE | SPDR S&P Insurance ETF | 47.41 | 47.51 | 47.51 | 46.99 | 48.23 | 36.86 | -0.15 (-0.32%) |
4.84 % | 8.22 % | 741.97M | 45.90 | 3.30 % | 42.56 | 11.39 % | A |
10 | IAK | iShares U.S. Insurance ETF | 106.84 | 107.13 | 107.26 | 106.07 | 108.41 | 80.39 | -0.23 (-0.21%) |
6.71 % | 13.11 % | 523.52M | 101.98 | 4.77 % | 92.69 | 15.27 % | A |
11 | IAI | iShares U.S. Broker-Dealers & Securities Exchanges ETF | 105.79 | 105.65 | 106.26 | 105.28 | 109.40 | 84.97 | -0.52 (-0.49%) |
-2.52 % | 1.24 % | 417.87M | 104.57 | 1.16 % | 94.42 | 12.04 % | A |
12 | IXG | iShares Global Financial ETF | 79.45 | 79.50 | 79.50 | 79.04 | 80.60 | 65.48 | -0.41 (-0.51%) |
1.11 % | 3.99 % | 373.42M | 77.57 | 2.43 % | 72.07 | 10.23 % | A |
13 | FINX | Global X FinTech ETF | 24.89 | 24.55 | 24.96 | 24.53 | 26.19 | 18.17 | 0.55 (2.26%) |
-2.66 % | 11.71 % | 369.87M | 24.27 | 2.56 % | 21.95 | 13.41 % | A |
14 | IPAY | ETFMG Prime Mobile Payments ETF | 46.55 | 46.27 | 46.65 | 46.22 | 47.01 | 35.15 | 0.35 (0.76%) |
0.30 % | 5.32 % | 342.14M | 45.14 | 3.12 % | 42.08 | 10.63 % | A |
15 | KCE | SPDR S&P Capital Markets ETF | 101.43 | 100.83 | 101.81 | 100.82 | 103.06 | 76.19 | 0.51 (0.51%) |
-0.53 % | 11.27 % | 273.86M | 98.49 | 2.98 % | 88.13 | 15.09 % | A |
16 | PSP | Invesco Global Listed Private Equity ETF | 62.54 | 62.21 | 62.77 | 62.21 | 62.94 | 46.85 | 0.78 (1.26%) |
0.55 % | 15.59 % | 218.26M | 59.98 | 4.26 % | 52.57 | 18.97 % | A |
17 | KBWP | Invesco KBW Property & Casualty Insurance ETF | 98.03 | 97.89 | 98.55 | 97.10 | 99.72 | 78.16 | -0.32 (-0.33%) |
8.31 % | 7.82 % | 205.86M | 93.10 | 5.30 % | 85.84 | 14.21 % | A |
18 | FLRT | AdvisorShares Pacific Asset Enhanced Floating Rate ETF | 47.38 | 47.44 | 47.44 | 47.34 | 47.57 | 44.63 | -0.02 (-0.04%) |
1.09 % | 2.96 % | 190.94M | 46.84 | 1.16 % | 44.90 | 5.51 % | A |
19 | DFNL | Davis Select Financial ETF | 30.25 | 30.25 | 30.26 | 30.04 | 31.11 | 24.61 | -0.07 (-0.23%) |
-0.06 % | 1.36 % | 184.53M | 29.69 | 1.90 % | 27.21 | 11.15 % | A |
20 | JIG | JPMorgan International Growth ETF | 59.69 | 59.52 | 59.80 | 59.51 | 60.48 | 51.15 | 0.15 (0.25%) |
2.32 % | 4.48 % | 83.57M | 57.47 | 3.86 % | 56.14 | 6.33 % | A |
21 | PFI | Invesco DWA Financial Momentum ETF | 45.80 | 45.42 | 45.81 | 45.20 | 46.21 | 37.65 | 0.71 (1.57%) |
1.85 % | 4.60 % | 26.56M | 44.27 | 3.47 % | 42.12 | 8.73 % | A |
22 | SPCX | The SPAC and New Issue ETF | 23.14 | 23.14 | 23.14 | 23.14 | 24.97 | 22.11 | -0.11 (-0.47%) |
0.44 % | 1.05 % | 14.58M | 23.08 | 0.25 % | 23.14 | -0.01 % | A |
23 | PEX | ProShares Global Listed Private Equity ETF | 28.01 | 28.01 | 28.01 | 28.01 | 29.08 | 24.29 | -0.02 (-0.07%) |
-0.52 % | -2.00 % | 8.12M | 27.80 | 0.76 % | 25.88 | 8.21 % | A |
24 | KBE | SPDR S&P Bank ETF | 43.15 | 42.74 | 43.22 | 42.61 | 50.39 | 30.85 | 0.13 (0.30%) |
-6.24 % | -13.79 % | 1.78B | 44.49 | -3.01 % | 38.64 | 11.67 % | B |
25 | KBWB | Invesco KBW Bank ETF | 48.02 | 47.79 | 48.13 | 47.60 | 59.07 | 36.19 | 0.00 (0.00%) |
-2.38 % | -18.18 % | 1.60B | 47.79 | 0.48 % | 42.25 | 13.65 % | B |
26 | KBWD | Invesco KBW High Dividend Yield Financial ETF | 14.68 | 14.72 | 14.75 | 14.57 | 17.23 | 13.04 | -0.02 (-0.14%) |
-6.59 % | -13.88 % | 354.23M | 15.46 | -5.07 % | 14.55 | 0.91 % | B |
27 | FTXO | First Trust Nasdaq Bank ETF | 24.15 | 24.02 | 24.22 | 23.94 | 29.35 | 18.66 | 0.03 (0.12%) |
-4.39 % | -17.38 % | 115.92M | 24.55 | -1.64 % | 21.78 | 10.86 % | B |
28 | QABA | First Trust NASDAQ ABA Community Bank Index Fund | 44.94 | 44.57 | 44.94 | 44.49 | 55.16 | 34.59 | 0.37 (0.83%) |
-9.82 % | -18.16 % | 89.88M | 47.49 | -5.37 % | 41.99 | 7.02 % | B |
29 | KBWR | Invesco KBW Regional Banking ETF | 48.41 | 47.90 | 48.51 | 47.90 | 60.47 | 37.49 | 0.26 (0.54%) |
-11.45 % | -19.92 % | 58.09M | 52.21 | -7.28 % | 46.12 | 4.97 % | B |
30 | BDCZ | ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041 | 18.50 | 18.50 | 18.50 | 18.50 | 20.00 | 14.60 | -0.05 (-0.27%) |
-2.47 % | 4.68 % | 25.35M | 18.81 | -1.64 % | 17.93 | 3.17 % | B |
31 | PSCF | Invesco S&P SmallCap Financials ETF | 45.91 | 45.91 | 45.91 | 45.91 | 52.48 | 38.28 | 0.44 (0.97%) |
-6.65 % | -11.94 % | 19.28M | 47.19 | -2.71 % | 43.03 | 6.70 % | B |
32 | KRE | SPDR S&P Regional Banking ETF | 47.04 | 46.45 | 47.15 | 46.39 | 64.55 | 34.52 | 0.19 (0.41%) |
-10.28 % | -26.57 % | 3.11B | 50.17 | -6.25 % | 43.91 | 7.12 % | C |
33 | IAT | iShares U.S. Regional Banks ETF | 39.41 | 39.08 | 39.52 | 38.85 | 53.40 | 28.80 | 0.12 (0.31%) |
-5.81 % | -25.66 % | 646.32M | 40.51 | -2.71 % | 35.33 | 11.56 % | C |
NR | RYF | Invesco S&P 500 Equal Weight Financial ETF | 50.65 | 50.27 | 50.77 | 50.27 | 62.37 | 47.21 | 0.73 (1.46%) |
-9.62 % | -13.42 % | 305.93M | 49.79 | 1.73 % | 54.49 | -7.05 % | NR |
NR | RWW | Invesco Exchange-Traded Fund Trust II Invesco S&P Financials Revenue ETF | 71.00 | 71.01 | 71.01 | 70.78 | 75.44 | 61.65 | -0.06 (-0.08%) |
1.50 % | 12.60 % | 31.95M | N/A | N/A % | N/A | N/A % | NR |
NR | JHMF | John Hancock Multifactor Financials ETF | 43.73 | 43.29 | 43.91 | 43.29 | 55.60 | 40.82 | 0.78 (1.82%) |
-15.87 % | -20.99 % | 17.05M | N/A | N/A % | N/A | N/A % | NR |
NR | IEFN | iShares Evolved U.S. Financials ETF | 31.00 | 30.92 | 31.07 | 30.92 | 35.44 | 26.75 | -0.04 (-0.13%) |
-5.94 % | -2.72 % | 9.30M | N/A | N/A % | N/A | N/A % | NR |
NR | SPXZ | Morgan Creek - Exos SPAC Originated ETF | 11.01 | 10.98 | 11.01 | 10.98 | 19.20 | 9.89 | 0.01 (0.09%) |
-30.52 % | -35.00 % | 6.28M | N/A | N/A % | N/A | N/A % | NR |
NR | TETF | ETF Industry Exposure & Financial Services ETF | 18.47 | 18.42 | 18.47 | 18.30 | 20.89 | 15.00 | 0.02 (0.14%) |
14.93 % | -11.52 % | 5.54M | N/A | N/A % | N/A | N/A % | NR |
NR | FINQ | Purefunds Solactive FinTech ETF | 28.95 | 28.95 | 28.95 | 28.95 | 29.73 | 23.33 | 0.04 (0.14%) |
22.36 % | 15.29 % | 1.45M | N/A | N/A % | N/A | N/A % | NR |
NR | BIDS | Amplify Digital & Online Trading ETF | 14.42 | 14.42 | 14.42 | 14.42 | 16.62 | 12.59 | 0.01 (0.07%) |
12.39 % | 3.12 % | 432.60K | 13.84 | 4.16 % | 13.95 | 3.39 % | NR |
All price changes on this page include dividends and splits.