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.

B

Category Grade

This category ranks #19 out of 65 ETF categories.

A
Strong Buy

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is A (Strong 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
26.31 26.28 26.35 26.17 26.46 19.40 +0.14
(0.53%)
14.00% 34.99% 28.50B 0.14% A
Strong Buy
VFH
Vanguard Financials ETF - DNQ
66.34 66.26 66.50 66.07 66.77 49.36 +0.35
(0.53%)
12.55% 33.45% 6.64B 0.10% A
Strong Buy
KBE
SPDR S&P Bank ETF
44.86 44.78 44.98 44.61 46.99 33.72 +0.32
(0.72%)
3.81% 33.35% 3.73B 0.35% A
Strong Buy
KRE
SPDR S&P Regional Banking ETF
56.19 56.19 56.33 55.82 59.68 42.27 +0.38
(0.68%)
1.79% 33.40% 3.61B 0.35% A
Strong Buy
IYF
iShares U.S. Financial ETF
113.99 113.83 114.18 113.60 114.28 88.20 +0.42
(0.37%)
13.19% 26.91% 2.07B 0.44% A
Strong Buy
IYG
iShares U.S. Financial Services ETF
121.59 121.20 121.94 121.10 122.55 88.54 +0.81
(0.67%)
15.17% 37.59% 1.53B 0.44% A
Strong Buy
FXO
First Trust Financials AlphaDEX
30.17 30.12 30.21 30.11 30.21 23.56 +0.11
(0.37%)
12.42% 25.13% 1.12B 0.64% A
Strong Buy
FTXO
First Trust Nasdaq Bank ETF
27.49 27.43 27.54 27.40 28.49 20.64 +0.17
(0.62%)
6.12% 36.49% 1.10B 0.60% A
Strong Buy
FNCL
Fidelity MSCI Financials Index ETF
38.58 38.54 38.66 38.43 38.82 28.77 +0.20
(0.52%)
12.49% 33.36% 979.52M 0.08% A
Strong Buy
KBWB
PowerShares KBW Bank Portfolio
51.27 51.19 51.47 51.03 52.32 37.10 +0.31
(0.61%)
9.00% 38.61% 918.63M 0.35% A
Strong Buy
KIE
SPDR S&P Insurance ETF
92.10 91.95 92.22 91.78 92.40 73.28 +0.41
(0.45%)
11.81% 21.58% 827.19M 0.35% A
Strong Buy
IAT
iShares U.S. Regional Banks ETF
46.79 46.67 46.89 46.50 49.24 35.37 +0.16
(0.34%)
3.81% 32.74% 694.12M 0.44% A
Strong Buy
IXG
iShares Global Financial ETF
67.75 67.63 67.90 67.57 67.90 51.13 +0.31
(0.46%)
18.81% 31.02% 478.04M 0.47% A
Strong Buy
RYF
Guggenheim S&P 500 Equal Weight Financials ETF
41.81 41.73 41.83 41.61 42.00 30.89 +0.26
(0.63%)
14.50% 33.79% 348.53M 0.40% A
Strong Buy
KBWD
PowerShares KBW High Dividend Yield Financial Portfolio
24.26 24.22 24.30 24.22 24.94 21.06 +0.07
(0.29%)
10.98% 12.84% 328.86M 0.35% A
Strong Buy
QABA
First Trust NASDAQ ABA Community Bank Index Fund
52.75 52.56 52.94 52.56 54.54 40.57 +0.35
(0.67%)
0.54% 28.78% 324.66M 0.60% A
Strong Buy
PSP
PowerShares Listed Private Equity
12.94 12.90 12.96 12.90 12.98 10.33 +0.06
(0.47%)
20.98% 23.00% 308.79M 0.50% A
Strong Buy
PSCF
PowerShares S&P SmallCap Financials Portfolio
54.56 54.51 54.66 54.38 54.66 42.20 +0.43
(0.79%)
4.76% 23.69% 254.08M 0.29% A
Strong Buy
BIZD
VanEck Vectors BDC Income ETF
17.25 17.25 17.37 17.25 19.34 16.62 +0.01
(0.06%)
-0.46% 0.35% 189.09M 0.40% A
Strong Buy
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
57.69 57.38 57.76 57.38 58.86 40.78 +0.52
(0.91%)
17.64% 38.91% 175.68M 0.44% A
Strong Buy
IAK
iShares U.S. Insurance ETF
65.29 65.14 65.35 65.05 65.48 52.08 +0.24
(0.37%)
10.90% 21.74% 174.45M 0.44% A
Strong Buy
IPAY
ETFMG Prime Mobile Payments ETF
33.38 33.40 33.42 33.22 33.64 24.25 +0.17
(0.51%)
30.44% 36.30% 173.51M 0.75% A
Strong Buy
KBWR
PowerShares KBW Regional Banking Portfolio
54.48 54.37 54.66 54.33 58.72 42.96 +0.39
(0.72%)
-2.00% 26.05% 143.13M 0.35% A
Strong Buy
KCE
SPDR S&P Capital Markets ETF
53.78 53.54 53.78 53.46 54.03 38.55 +0.56
(1.05%)
21.24% 34.75% 117.85M 0.35% A
Strong Buy
KBWP
PowerShares KBW Property & Casualty Insurance Portfolio
59.62 59.30 59.62 59.28 61.03 49.30 +0.32
(0.54%)
7.75% 15.10% 99.77M 0.35% A
Strong Buy
PFI
PowerShares DWA Financial Momentum Portfolio
33.82 33.70 33.82 33.65 33.96 28.69 +0.15
(0.45%)
10.48% 12.17% 75.71M 0.50% A
Strong Buy
JHMF
John Hancock Multifactor Financials ETF
34.93 34.85 34.93 34.82 35.03 26.23 +0.29
(0.84%)
14.66% 32.56% 50.50M 0.50% A
Strong Buy
RWW
Oppenheimer Financials Sector Revenue ETF
65.12 65.06 65.21 65.06 65.61 48.54 +0.39
(0.60%)
13.72% 33.83% 35.81M 0.49% A
Strong Buy
FINX
Global X FinTech ETF
21.53 21.52 21.62 21.46 21.70 14.53 +0.13
(0.61%)
45.67% 43.53% 21.01M 0.68% A
Strong Buy
PEX
ProShares Global Listed Private Equity ETF
42.66 42.66 42.66 42.66 43.79 36.39 +0.10
(0.23%)
13.77% 15.33% 10.62M 0.60% A
Strong Buy
FNCF
iShares Edge MSCI Multifactor Financials ETF
33.51 33.70 33.70 33.70 33.98 26.13 0.00
(0.00%)
11.98% 28.97% 5.06M 0.35% A
Strong Buy
DFNL
Davis Select Financial ETF
23.00 22.98 23.04 22.97 23.14 19.83 +0.07
(0.31%)
14.43% 14.43% 88.22M 0.65% NR
Not Rated
BDCZ
ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041
21.38 21.38 21.38 21.38 26.16 20.57 0.00
(0.00%)
-0.78% 9.14% 32.07M 0.85% NR
Not Rated
FLRT
AdvisorShares Pacific Asset Enhanced Floating Rate ETF
49.31 49.31 49.31 49.31 56.89 48.39 0.00
(0.00%)
0.59% -0.84% 27.10M 1.12% NR
Not Rated
TETF
ETF Industry Exposure & Financial Services ETF
17.82 17.79 17.82 17.79 18.08 15.10 +0.12
(0.68%)
16.85% 16.85% 2.68M 0.64% NR
Not Rated
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 0.68% NR
Not Rated

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