Financial Equities ETFs


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 category again and decide if it can maintain its conservative label.

D

Category Grade

This category ranks #43 out of 65 ETF categories.

B
Buy

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is B (Buy).


Fund Symbol/Name Last Open High Low 52-Wk Hi 52-Wk Lo Day Chg YTD Chg 12-Mo Chg AUM Exp. Ratio SMART Grade
XLF
SPDR Select Sector Fund - Financial
23.54 23.61 23.73 23.38 25.30 17.33 -0.03
(-0.13%)
1.25% 29.78% 23.43B 0.14% A
Strong Buy
VFH
Vanguard Financials ETF - DNQ
59.75 59.97 60.20 59.35 64.20 44.25 -0.18
(-0.30%)
0.67% 30.54% 5.63B 0.10% A
Strong Buy
IYF
iShares U.S. Financial ETF
103.12 103.48 103.71 102.53 109.36 80.64 -0.42
(-0.41%)
1.64% 23.54% 1.86B 0.44% A
Strong Buy
FXO
First Trust Financials AlphaDEX
27.30 27.42 27.52 27.18 29.01 21.59 -0.07
(-0.26%)
1.00% 22.97% 1.06B 0.64% A
Strong Buy
KIE
SPDR S&P Insurance ETF
85.07 85.48 85.80 84.76 89.51 66.23 -0.23
(-0.27%)
2.56% 24.86% 1.03B 0.35% A
Strong Buy
FNCL
Fidelity MSCI Financials Index ETF
34.74 34.87 35.00 34.53 37.41 25.75 -0.02
(-0.06%)
0.46% 30.41% 837.28M 0.08% A
Strong Buy
IXG
iShares Global Financial ETF
60.49 60.60 60.76 60.21 62.46 44.58 +0.10
(0.17%)
4.69% 24.47% 409.90M 0.47% A
Strong Buy
RYF
Guggenheim S&P 500 Equal Weight Financials ETF
37.20 37.34 37.52 37.00 39.92 27.67 -0.05
(-0.13%)
1.00% 30.40% 392.14M 0.40% A
Strong Buy
PSP
PowerShares Listed Private Equity
11.72 11.72 11.75 11.70 11.97 9.47 -0.02
(-0.17%)
5.49% 16.97% 278.35M 0.50% A
Strong Buy
KBWD
PowerShares KBW High Dividend Yield Financial Portfolio
23.49 23.50 23.64 23.38 24.49 19.83 +0.01
(0.04%)
2.17% 15.20% 263.03M 0.35% A
Strong Buy
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
50.58 50.84 51.07 50.33 53.97 33.93 -0.38
(-0.75%)
2.22% 37.26% 210.99M 0.44% A
Strong Buy
BIZD
VanEck Vectors BDC Income ETF
18.91 18.89 18.97 18.85 19.27 15.86 +0.05
(0.27%)
5.00% 16.58% 165.00M 0.40% A
Strong Buy
IAK
iShares U.S. Insurance ETF
59.74 60.10 60.28 59.74 62.87 47.25 -0.44
(-0.73%)
0.69% 21.57% 159.24M 0.44% A
Strong Buy
KBWP
PowerShares KBW Property & Casualty Insurance Portfolio
56.59 56.68 57.00 56.37 58.86 46.62 -0.24
(-0.42%)
1.74% 17.19% 102.13M 0.35% A
Strong Buy
KCE
SPDR S&P Capital Markets ETF
45.81 46.00 46.24 45.61 48.73 33.92 -0.13
(-0.28%)
2.07% 19.92% 96.24M 0.35% A
Strong Buy
IPAY
PureFunds ISE Mobile Payments ETF
27.72 27.78 27.85 27.65 28.31 22.10 -0.02
(-0.07%)
8.32% 20.63% 80.16M 0.75% A
Strong Buy
JHMF
John Hancock Multifactor Financials ETF
31.25 31.50 31.50 31.09 33.34 22.86 -0.17
(-0.54%)
2.06% 29.67% 40.51M 0.50% A
Strong Buy
RWW
Oppenheimer Financials Sector Revenue ETF
58.62 59.04 59.04 58.46 62.51 42.57 -0.10
(-0.17%)
1.79% 31.43% 32.23M 0.49% A
Strong Buy
PEX
ProShares Global Listed Private Equity ETF
40.49 40.44 40.49 40.44 40.72 32.06 +0.09
(0.22%)
3.79% 13.77% 14.07M 0.60% A
Strong Buy
IPF
SPDR S&P International Financial Sector ETF
20.47 20.47 20.65 20.47 21.25 15.76 -0.14
(-0.68%)
5.68% 17.11% 7.10M 0.40% A
Strong Buy
FNCF
iShares Edge MSCI Multifactor Financials ETF
30.62 30.62 30.62 30.62 32.50 24.11 -0.10
(-0.33%)
1.69% 20.92% 3.07M 0.35% A
Strong Buy
KRE
SPDR S&P Regional Banking ETF
53.07 53.19 53.45 52.58 59.68 35.29 +0.08
(0.15%)
-4.50% 40.55% 3.69B 0.35% B
Buy
KBE
SPDR S&P Bank ETF
42.01 42.17 42.28 41.61 46.99 28.01 +0.05
(0.12%)
-3.36% 38.05% 3.23B 0.35% B
Buy
IYG
iShares U.S. Financial Services ETF
107.85 108.07 108.61 107.03 116.22 75.41 -0.18
(-0.17%)
1.50% 33.54% 1.17B 0.44% B
Buy
KBWB
PowerShares KBW Bank Portfolio
46.79 46.97 47.13 46.40 51.45 30.84 +0.01
(0.02%)
-1.02% 40.34% 825.00M 0.35% B
Buy
IAT
iShares U.S. Regional Banks ETF
44.16 44.32 44.49 43.77 49.24 30.04 -0.10
(-0.23%)
-2.69% 38.35% 737.50M 0.44% B
Buy
QABA
First Trust NASDAQ ABA Community Bank Index Fund
49.09 49.59 49.59 48.67 54.54 35.13 +0.12
(0.25%)
-7.03% 34.53% 441.44M 0.60% B
Buy
PSCF
PowerShares S&P SmallCap Financials Portfolio
50.06 50.22 50.33 49.79 54.16 39.09 +0.03
(0.06%)
-4.21% 25.84% 237.50M 0.29% B
Buy
KBWR
PowerShares KBW Regional Banking Portfolio
52.17 52.03 52.52 51.71 58.72 37.01 +0.14
(0.27%)
-6.69% 34.63% 234.96M 0.35% B
Buy
PFI
PowerShares DWA Financial Momentum Portfolio
30.14 30.32 30.33 29.97 32.78 28.69 +0.02
(0.07%)
-1.66% 2.34% 91.38M 0.50% B
Buy
FLRT
AdvisorShares Pacific Asset Enhanced Floating Rate ETF
49.62 49.62 49.62 49.62 56.89 47.56 -0.13
(-0.26%)
-0.92% 4.03% 27.29M 1.10% B
Buy
KRU
ProShares Ultra S&P Regional Banking
72.56 73.00 73.50 72.36 94.80 32.87 +0.06
(0.08%)
-11.02% 93.34% 12.53M 0.95% C
Neutral
FTXO
First Trust Nasdaq Bank ETF
25.60 25.71 25.78 25.34 28.49 19.95 +0.06
(0.23%)
-1.54% 24.21% 68.72M 0.60% NR
Not Rated
BDCZ
ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041
23.38 23.38 23.38 23.38 24.38 19.59 -0.10
(-0.43%)
4.22% 15.97% 35.22M 0.85% NR
Not Rated
DFNL
Davis Select Financial ETF
20.59 20.64 20.68 20.46 22.15 19.83 +0.02
(0.10%)
2.44% 2.44% 35.04M 0.65% NR
Not Rated
FINQ
Purefunds Solactive FinTech ETF
24.91 24.91 24.91 24.91 26.71 23.33 +0.01
(0.04%)
5.28% -0.80% 2.49M 0.68% NR
Not Rated
FINX
Global X FinTech Thematic ETF
16.11 16.12 16.12 16.11 16.50 14.53 +0.07
(0.44%)
9.00% 7.83% 1.59M 0.68% NR
Not Rated
XF
Elkhorn S&P MidCap Financials Portfolio
15.02 15.02 15.02 15.02 16.71 14.82 +0.04
(0.27%)
0.40% 0.40% N/A N/A NR
Not Rated

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