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 23 out of 65 ETF categories.

Industry Rating

B

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 Financial Select Sector SPDR ETF 39.63 39.73 39.81 39.55 39.85 30.39 -0.14
(-0.35%)
5.40 % 8.93 % 36.86B 37.90 4.56 % 34.56 14.69 % A
2 VFH Vanguard Financials ETF 96.27 96.47 96.81 96.17 96.85 73.25 -0.33
(-0.34%)
4.35 % 8.11 % 9.07B 92.35 4.24 % 83.56 15.21 % A
3 IYF iShares U.S. Financial ETF 89.30 89.28 89.73 89.15 89.73 66.91 -0.18
(-0.20%)
4.55 % 10.77 % 2.36B 85.53 4.41 % 77.36 15.43 % A
4 FNCL Fidelity MSCI Financials Index ETF 55.87 55.94 56.19 55.83 56.21 42.42 -0.23
(-0.41%)
4.33 % 8.25 % 1.54B 53.62 4.19 % 48.52 15.16 % A
5 IYG iShares U.S. Financial Services ETF 187.22 187.30 188.07 186.94 188.07 142.46 -0.38
(-0.20%)
4.47 % 8.46 % 1.29B 178.97 4.61 % 161.93 15.62 % A
6 QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund 23.74 23.95 23.95 23.66 25.99 20.27 -0.15
(-0.63%)
2.55 % 1.04 % 1.15B 23.11 2.72 % 22.78 4.20 % A
7 BIZD VanEck Vectors BDC Income ETF 16.34 16.25 16.37 16.17 16.62 13.53 0.06
(0.37%)
1.87 % 5.69 % 912.59M 16.13 1.30 % 14.92 9.50 % A
8 FXO First Trust Financials AlphaDEX 44.12 44.13 44.41 44.10 45.58 32.92 -0.28
(-0.63%)
1.92 % -3.05 % 827.25M 43.09 2.39 % 38.91 13.38 % A
9 KIE SPDR S&P Insurance ETF 48.94 49.02 49.36 48.87 49.36 36.86 -0.03
(-0.06%)
8.23 % 12.09 % 748.78M 46.30 5.70 % 42.83 14.28 % A
10 IAK iShares U.S. Insurance ETF 110.02 110.22 110.98 109.95 110.98 80.39 -0.34
(-0.31%)
9.88 % 16.63 % 550.10M 103.17 6.64 % 93.36 17.84 % A
11 IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 107.82 107.44 108.98 107.44 109.40 84.97 0.22
(0.20%)
-0.65 % 3.37 % 425.89M 105.56 2.15 % 94.95 13.55 % A
12 KCE SPDR S&P Capital Markets ETF 103.68 103.78 104.62 103.66 104.62 76.19 -0.13
(-0.13%)
1.67 % 13.72 % 391.39M 99.91 3.77 % 88.84 16.70 % A
13 FINX Global X FinTech ETF 25.71 25.90 26.00 25.55 26.19 18.17 0.08
(0.31%)
0.55 % 17.61 % 382.05M 24.59 4.57 % 22.10 16.34 % A
14 IXG iShares Global Financial ETF 81.08 81.08 81.42 80.97 81.42 65.48 -0.01
(-0.01%)
3.18 % 7.19 % 377.02M 78.26 3.60 % 72.42 11.96 % A
15 IPAY ETFMG Prime Mobile Payments ETF 47.92 48.61 48.66 47.86 48.66 35.15 -0.18
(-0.37%)
3.25 % 10.39 % 345.02M 45.70 4.85 % 42.26 13.40 % A
16 PSP Invesco Global Listed Private Equity ETF 63.49 63.38 63.86 63.23 63.86 46.85 -0.26
(-0.41%)
2.07 % 17.57 % 221.58M 60.81 4.41 % 53.11 19.55 % A
17 KBWP Invesco KBW Property & Casualty Insurance ETF 101.40 101.63 102.25 101.37 102.25 78.16 -0.08
(-0.08%)
12.03 % 11.53 % 212.94M 94.18 7.66 % 86.36 17.42 % A
18 FLRT AdvisorShares Pacific Asset Enhanced Floating Rate ETF 47.38 47.40 47.40 47.34 47.57 44.63 0.00
(0.00%)
1.09 % 2.86 % 194.73M 47.00 0.81 % 45.04 5.19 % A
19 DFNL Davis Select Financial ETF 31.03 30.95 31.16 30.89 31.19 24.61 -0.05
(-0.16%)
2.52 % 5.01 % 189.28M 30.01 3.38 % 27.37 13.38 % A
20 JIG JPMorgan International Growth ETF 60.47 60.55 60.72 60.47 60.72 51.15 -0.02
(-0.03%)
3.66 % 7.03 % 86.17M 58.01 4.24 % 56.22 7.56 % A
21 PFI Invesco DWA Financial Momentum ETF 47.23 47.45 47.65 47.23 47.65 37.65 -0.16
(-0.34%)
5.03 % 8.25 % 27.39M 44.72 5.60 % 42.34 11.56 % A
22 BDCZ ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041 18.88 18.74 18.92 18.74 20.00 14.60 0.07
(0.37%)
-0.46 % 6.21 % 25.87M 18.86 0.11 % 18.00 4.89 % A
23 PSCF Invesco S&P SmallCap Financials ETF 47.29 47.59 47.59 47.29 52.00 38.28 -0.43
(-0.90%)
-3.84 % -8.74 % 19.86M 47.55 -0.54 % 43.23 9.39 % A
24 SPCX The SPAC and New Issue ETF 23.12 23.66 23.66 23.12 24.31 21.60 0.03
(0.13%)
0.35 % -3.32 % 14.57M 23.10 0.08 % 23.14 -0.09 % A
25 PEX ProShares Global Listed Private Equity ETF 28.57 28.38 28.65 28.38 29.08 24.29 0.20
(0.70%)
1.47 % 0.29 % 8.29M 27.99 2.08 % 26.00 9.90 % A
26 KBE SPDR S&P Bank ETF 44.44 44.66 44.80 44.11 49.56 30.85 -0.40
(-0.89%)
-3.43 % -9.84 % 1.66B 44.88 -0.97 % 38.92 14.18 % B
27 KBWB Invesco KBW Bank ETF 49.07 48.85 49.34 48.64 57.54 36.19 -0.16
(-0.33%)
-0.24 % -14.59 % 1.63B 48.36 1.46 % 42.52 15.40 % B
28 KBWD Invesco KBW High Dividend Yield Financial ETF 14.99 15.00 15.10 14.87 16.94 13.04 -0.11
(-0.73%)
-4.62 % -11.30 % 361.71M 15.49 -3.22 % 14.60 2.68 % B
29 FTXO First Trust Nasdaq Bank ETF 24.96 24.78 25.07 24.78 28.82 18.66 -0.12
(-0.48%)
-1.19 % -12.92 % 119.81M 24.80 0.65 % 21.91 13.90 % B
30 QABA First Trust NASDAQ ABA Community Bank Index Fund 46.14 46.22 46.48 46.10 54.70 34.59 -0.53
(-1.14%)
-7.41 % -14.51 % 92.28M 47.74 -3.36 % 42.21 9.30 % B
31 KBWR Invesco KBW Regional Banking ETF 50.21 49.92 50.36 49.92 60.10 37.49 -0.41
(-0.81%)
-8.16 % -15.83 % 60.25M 52.39 -4.15 % 46.34 8.35 % B
32 KRE SPDR S&P Regional Banking ETF 48.71 48.73 49.14 48.16 63.28 34.52 -0.51
(-1.04%)
-7.10 % -22.53 % 2.91B 50.46 -3.46 % 44.15 10.32 % C
33 IAT iShares U.S. Regional Banks ETF 40.43 40.31 40.75 40.06 52.09 28.80 -0.26
(-0.64%)
-3.37 % -22.06 % 622.62M 40.86 -1.05 % 35.55 13.73 % 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.

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