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 7 out of 65 ETF categories.

Industry Rating

A

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


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 SPDR Select Sector Fund - Financial 32.31 32.89 32.99 32.19 33.84 17.49 -0.63
(-1.91%)
9.60 % 13.17 % 34.08B 30.47 6.02 % 26.05 24.03 % A
2 VFH Vanguard Financials ETF 80.18 81.33 81.67 79.77 83.94 42.34 -1.38
(-1.69%)
10.06 % 12.82 % 8.42B 75.53 6.15 % 64.07 25.15 % A
3 KRE SPDR S&P Regional Banking ETF 64.26 65.32 65.74 63.65 68.74 27.26 -1.52
(-2.31%)
23.70 % 26.02 % 3.95B 57.28 12.18 % 44.04 45.92 % A
4 KBE SPDR S&P Bank ETF 49.73 50.69 50.82 49.25 52.91 22.56 -1.06
(-2.09%)
18.91 % 19.80 % 3.63B 45.14 10.16 % 35.68 39.39 % A
5 KBWB Invesco KBW Bank ETF 58.50 59.66 59.90 58.17 62.52 28.38 -1.56
(-2.60%)
16.12 % 15.61 % 2.25B 53.65 9.04 % 43.39 34.82 % A
6 IYF iShares U.S. Financial ETF 71.36 72.40 72.68 71.20 74.44 40.62 -1.23
(-1.69%)
6.87 % 8.11 % 1.64B 68.12 4.75 % 60.36 18.23 % A
7 IYG iShares U.S. Financial Services ETF 163.81 166.38 166.86 163.44 171.38 86.42 -3.04
(-1.82%)
9.17 % 16.26 % 1.35B 154.06 6.33 % 132.32 23.80 % A
8 FNCL Fidelity MSCI Financials Index ETF 46.48 47.23 47.39 46.26 48.57 24.51 -0.80
(-1.69%)
10.09 % 12.60 % 1.19B 43.79 6.15 % 37.13 25.19 % A
9 IPAY ETFMG Prime Mobile Payments ETF 68.20 68.68 68.90 67.28 72.38 30.56 -0.36
(-0.53%)
2.53 % 37.25 % 1.16B 66.92 1.91 % 57.12 19.39 % A
10 QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund 26.50 26.20 26.90 26.05 27.35 15.24 0.30
(1.15%)
1.88 % 13.78 % 1.05B 26.25 0.97 % 24.36 8.80 % A
11 FXO First Trust Financials AlphaDEX 39.23 39.70 39.83 38.88 40.96 17.42 -0.45
(-1.13%)
14.44 % 24.86 % 845.41M 36.39 7.79 % 29.22 34.24 % A
12 IAT iShares U.S. Regional Banks ETF 54.43 55.65 55.68 54.09 58.19 24.62 -1.51
(-2.70%)
20.05 % 22.01 % 443.60M 48.97 11.14 % 38.68 40.73 % A
13 IXG iShares Global Financial ETF 70.16 71.23 71.23 70.10 73.29 40.26 -1.34
(-1.87%)
7.77 % 9.76 % 392.90M 67.07 4.60 % 57.79 21.41 % A
14 KIE SPDR S&P Insurance ETF 34.99 35.23 35.50 34.73 36.41 20.23 -0.28
(-0.79%)
4.20 % 1.10 % 376.14M 33.97 3.00 % 30.21 15.84 % A
15 KBWD Invesco KBW High Dividend Yield Financial ETF 18.46 18.51 18.69 18.26 21.01 8.95 0.04
(0.22%)
12.95 % -13.13 % 350.56M 17.12 7.82 % 14.32 28.88 % A
16 BIZD VanEck Vectors BDC Income ETF 15.49 15.50 15.60 15.34 16.21 6.80 0.15
(0.98%)
12.82 % -4.21 % 337.29M 14.35 7.92 % 12.31 25.79 % A
17 IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 89.68 90.61 90.88 89.20 93.06 42.54 -1.51
(-1.66%)
12.75 % 32.47 % 278.01M 83.81 7.00 % 68.66 30.62 % A
18 RYF Invesco S&P 500 Equal Weight Financial ETF 53.10 53.78 54.08 52.68 55.67 26.00 -0.88
(-1.63%)
10.60 % 20.54 % 257.54M 49.87 6.47 % 41.95 26.57 % A
19 KBWP Invesco KBW Property & Casualty Insurance ETF 70.53 70.41 70.79 70.40 72.75 44.46 -0.40
(-0.56%)
3.30 % 0.60 % 227.81M 68.48 3.00 % 60.97 15.67 % A
20 PSP Invesco Global Listed Private Equity ETF 14.15 14.22 14.26 14.06 14.84 6.55 -0.05
(-0.35%)
4.97 % 16.75 % 199.52M 13.86 2.09 % 11.60 22.01 % A
21 DFNL Davis Select Financial ETF 26.40 26.77 26.77 26.21 27.62 14.00 -0.34
(-1.27%)
10.67 % 12.73 % 174.24M 24.75 6.65 % 20.95 26.03 % A
22 FTXO First Trust Nasdaq Bank ETF 30.01 30.78 30.78 29.75 32.07 13.37 -0.82
(-2.66%)
26.23 % 22.45 % 154.55M 26.34 13.94 % 20.42 46.94 % A
23 QABA First Trust NASDAQ ABA Community Bank Index Fund 53.28 53.95 54.35 52.85 56.07 27.44 -0.98
(-1.81%)
19.01 % 14.89 % 109.22M 48.44 9.99 % 38.80 37.31 % A
24 KCE SPDR S&P Capital Markets ETF 80.63 81.80 81.80 80.01 83.53 37.33 -0.79
(-0.97%)
7.07 % 35.83 % 68.54M 77.89 3.51 % 64.20 25.59 % A
25 IAK iShares U.S. Insurance ETF 70.94 71.71 71.71 70.94 73.59 40.27 -0.71
(-0.99%)
5.10 % 2.03 % 67.39M 68.48 3.60 % 60.30 17.65 % A
26 KBWR Invesco KBW Regional Banking ETF 58.52 59.32 59.63 57.61 61.91 26.64 -1.19
(-1.99%)
23.73 % 22.87 % 61.45M 52.16 12.19 % 40.32 45.14 % A
27 PFI Invesco DWA Financial Momentum ETF 47.89 47.23 47.89 47.23 50.08 23.35 0.45
(0.95%)
11.21 % 21.52 % 43.58M 45.09 6.21 % 38.71 23.72 % A
28 PSCF Invesco S&P SmallCap Financials ETF 54.66 54.70 55.35 54.09 56.64 29.46 -0.41
(-0.74%)
11.68 % 1.99 % 37.17M 51.47 6.19 % 42.95 27.27 % A
29 JHMF John Hancock Multifactor Financials ETF 45.16 45.43 45.43 44.89 46.80 23.50 -0.31
(-0.68%)
8.84 % 16.39 % 32.06M 42.59 6.03 % 36.63 23.30 % A
30 FLRT AdvisorShares Pacific Asset Enhanced Floating Rate ETF 49.04 49.04 49.04 49.04 49.30 38.88 0.00
(0.00%)
1.00 % 0.29 % 29.42M 48.84 0.42 % 47.27 3.75 % A
31 PEX ProShares Global Listed Private Equity ETF 34.32 34.32 34.32 34.32 34.84 17.49 0.07
(0.20%)
7.28 % 4.02 % 18.88M 32.92 4.26 % 28.04 22.39 % A
32 IEFN iShares Evolved U.S. Financials ETF 27.97 28.37 28.40 27.97 29.05 14.87 -0.41
(-1.44%)
10.13 % 14.03 % 5.59M 26.30 6.34 % 22.38 24.97 % A
33 FINX Global X FinTech ETF 47.06 47.47 47.54 46.33 52.87 19.65 -0.45
(-0.95%)
0.75 % 51.08 % 1.13B 47.74 -1.43 % 39.62 18.78 % B
34 BDCZ ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041 17.75 17.70 17.75 17.70 19.16 8.87 0.18
(1.02%)
9.38 % -8.51 % 50.94M 16.64 6.66 % 14.87 19.39 % B
NR SPCX The SPAC and New Issue ETF 30.24 30.38 30.41 29.92 32.91 25.05 -0.18
(-0.59%)
16.53 % 20.03 % 173.12M N/A N/A % N/A N/A % NR
NR JIG JPMorgan International Growth ETF 74.53 75.38 75.38 74.50 82.31 51.03 -0.92
(-1.22%)
2.49 % 44.37 % 50.68M N/A N/A % N/A N/A % NR
NR SPXZ Morgan Creek - Exos SPAC Originated ETF 24.15 24.15 24.31 23.32 27.80 23.26 0.00
(0.00%)
-4.13 % -4.13 % 44.07M 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 -0.05
(-0.07%)
1.50 % 12.60 % 31.95M 69.95 1.50 % 65.20 8.89 % 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

All price changes on this page include dividends and splits.

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