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.

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Industry Rank

This industry ranks 5 out of 65 ETF categories.

Industry Rating

A

The average market cap-weighted POWR Rating for ETFs in this industry is A.

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Stocks Under $10
Reitmeister Portfolio
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 50.65 50.40 50.71 50.38 51.62 38.01 0.42
(0.84%)		 4.80 % 33.54 % 51.56B 49.30 2.73 % 44.40 14.09 % A
2 VFH Vanguard Financials ETF 123.98 123.40 124.06 123.34 126.85 92.53 1.18
(0.96%)		 5.01 % 34.18 % 12.07B 120.86 2.58 % 107.87 14.93 % A
3 IYF iShares U.S. Financial ETF 116.89 116.20 117.00 116.20 119.90 85.37 1.09
(0.94%)		 5.71 % 36.67 % 3.90B 113.71 2.80 % 101.90 14.71 % A
4 KBWB Invesco KBW Bank ETF 70.54 70.10 70.65 69.75 71.78 46.87 0.63
(0.90%)		 7.94 % 46.20 % 3.39B 67.76 4.10 % 58.37 20.85 % A
5 FNCL Fidelity MSCI Financials Index ETF 72.06 71.79 72.20 71.79 73.69 53.73 0.56
(0.78%)		 4.92 % 34.39 % 2.19B 70.33 2.46 % 62.75 14.83 % A
6 FXO First Trust Financials AlphaDEX 56.64 56.48 56.79 56.39 59.36 42.24 0.54
(0.96%)		 4.64 % 30.33 % 2.19B 55.74 1.62 % 49.86 13.59 % A
7 IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 153.73 152.00 153.73 151.71 154.38 104.46 2.24
(1.48%)		 6.68 % 46.66 % 2.18B 148.06 3.83 % 127.97 20.13 % A
8 IYG iShares U.S. Financial Services ETF 82.31 81.80 82.34 81.80 82.77 59.54 0.88
(1.08%)		 5.78 % 38.64 % 1.70B 79.41 3.65 % 70.49 16.76 % A
9 BIZD VanEck Vectors BDC Income ETF 17.20 17.11 17.20 17.08 17.43 15.18 0.14
(0.82%)		 3.43 % 5.20 % 1.41B 16.36 5.13 % 15.78 8.97 % A
10 QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund 27.48 27.44 27.59 27.21 27.59 22.37 0.16
(0.59%)		 1.59 % 18.45 % 1.34B 26.35 4.27 % 24.21 13.51 % A
11 IAT iShares U.S. Regional Banks ETF 53.34 53.08 53.66 52.91 57.69 38.40 0.52
(0.98%)		 5.92 % 29.28 % 797.43M 52.88 0.86 % 46.10 15.70 % A
12 KCE SPDR S&P Capital Markets ETF 144.15 142.64 144.15 142.64 149.66 99.01 2.79
(1.97%)		 4.68 % 44.29 % 558.58M 141.77 1.68 % 122.30 17.87 % A
13 FLRT AdvisorShares Pacific Asset Enhanced Floating Rate ETF 47.80 47.78 47.80 47.73 48.07 47.11 0.05
(0.10%)		 0.55 % 0.67 % 464.14M 47.38 0.89 % 46.27 3.30 % A
14 IXG iShares Global Financial ETF 100.63 100.12 100.63 100.11 105.79 78.06 1.44
(1.45%)		 4.76 % 29.03 % 452.84M 97.89 2.80 % 90.26 11.49 % A
15 KBWD Invesco KBW High Dividend Yield Financial ETF 14.92 14.87 14.93 14.84 16.38 14.12 -0.02
(-0.13%)		 1.70 % -5.21 % 415.52M 14.91 0.06 % 14.54 2.60 % A
16 FINX Global X FinTech ETF 32.54 32.42 32.66 32.05 34.43 23.44 0.39
(1.21%)		 4.23 % 35.36 % 327.03M 32.46 0.24 % 27.87 16.77 % A
17 IPAY ETFMG Prime Mobile Payments ETF 59.70 59.61 59.76 59.28 62.08 44.11 0.48
(0.81%)		 2.97 % 32.52 % 316.41M 59.27 0.73 % 51.81 15.24 % A
18 PSP Invesco Global Listed Private Equity ETF 70.21 69.41 70.21 69.39 71.97 57.54 1.51
(2.20%)		 5.15 % 16.47 % 301.20M 68.24 2.89 % 63.64 10.32 % A
19 DFNL Davis Select Financial ETF 39.93 39.77 40.03 39.66 42.17 29.51 0.45
(1.13%)		 4.83 % 33.29 % 253.56M 38.96 2.50 % 35.25 13.29 % A
20 FTXO First Trust Nasdaq Bank ETF 34.16 33.98 34.31 33.96 35.58 23.61 0.32
(0.95%)		 7.39 % 38.21 % 225.46M 33.20 2.90 % 28.90 18.21 % A
21 BDCZ ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041 19.67 19.49 19.67 19.49 20.31 17.50 0.17
(0.85%)		 1.44 % 4.31 % 21.05M 19.13 2.85 % 19.17 2.62 % A
22 PEX ProShares Global Listed Private Equity ETF 28.51 28.16 28.58 28.16 30.65 26.40 0.35
(1.24%)		 2.63 % 1.22 % 13.97M 27.70 2.93 % 26.94 5.84 % A
23 SPCX The SPAC and New Issue ETF 23.53 23.17 23.65 23.17 23.99 21.60 -0.01
(-0.04%)		 0.00 % 1.60 % 9.41M 23.49 0.19 % 23.37 0.67 % A
24 KRE SPDR S&P Regional Banking ETF 63.85 63.56 64.25 63.32 70.25 45.46 0.78
(1.24%)		 5.80 % 25.12 % 4.92B 63.64 0.33 % 54.89 16.33 % B
25 KBE SPDR S&P Bank ETF 58.50 58.30 58.86 58.12 63.74 42.13 0.64
(1.11%)		 5.46 % 29.25 % 2.54B 58.24 0.45 % 51.13 14.42 % B
26 KIE SPDR S&P Insurance ETF 57.40 57.47 57.85 57.30 62.47 46.14 0.11
(0.19%)		 1.56 % 22.26 % 918.40M 58.09 -1.20 % 53.80 6.69 % B
27 IAK iShares U.S. Insurance ETF 127.84 128.35 129.29 127.70 139.08 104.00 -0.27
(-0.21%)		 1.08 % 21.80 % 728.69M 129.57 -1.33 % 121.54 5.18 % B
28 KBWP Invesco KBW Property & Casualty Insurance ETF 114.87 114.95 116.16 114.74 127.17 96.24 0.01
(0.01%)		 -1.03 % 19.69 % 433.06M 118.34 -2.93 % 110.21 4.23 % B
29 QABA First Trust NASDAQ ABA Community Bank Index Fund 57.32 56.82 57.61 56.82 64.30 42.52 0.85
(1.51%)		 3.18 % 19.77 % 134.70M 58.49 -1.99 % 51.10 12.18 % B
30 JIG JPMorgan International Growth ETF 64.29 63.91 64.29 63.80 69.61 57.75 1.12
(1.78%)		 2.95 % 10.88 % 120.54M 63.65 1.01 % 63.32 1.53 % B
31 PFI Invesco DWA Financial Momentum ETF 60.06 59.84 60.06 59.74 64.21 44.33 1.02
(1.72%)		 5.35 % 35.92 % 77.48M 59.08 1.66 % 52.65 14.08 % B
32 KBWR Invesco KBW Regional Banking ETF 63.13 62.85 63.32 62.60 69.75 46.02 1.06
(1.71%)		 5.59 % 18.80 % 57.45M 63.10 0.04 % 54.88 15.04 % B
33 PSCF Invesco S&P SmallCap Financials ETF 56.50 56.56 56.56 56.27 62.24 44.43 0.74
(1.33%)		 2.12 % 19.43 % 19.78M 57.55 -1.82 % 52.05 8.54 % B
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 N/A N/A % N/A N/A % 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 N/A N/A % N/A N/A % NR

All price changes on this page include dividends and splits.

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