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 #44 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
IXG
iShares Global Financial ETF
61.84 61.70 61.93 61.46 62.46 44.58 +0.26
(0.42%)
7.03% 23.68% 396.29M 0.47% A
Strong Buy
PSP
PowerShares Listed Private Equity
12.52 12.51 12.52 12.46 12.52 9.47 +0.04
(0.32%)
12.69% 21.67% 290.71M 0.50% A
Strong Buy
RYF
Guggenheim S&P 500 Equal Weight Financials ETF
37.50 37.31 37.62 37.15 39.92 27.67 +0.23
(0.62%)
1.82% 26.02% 272.22M 0.40% A
Strong Buy
IAK
iShares U.S. Insurance ETF
60.48 60.17 60.53 60.04 62.87 47.25 +0.34
(0.57%)
1.94% 17.46% 165.33M 0.44% A
Strong Buy
IPAY
PureFunds ISE Mobile Payments ETF
29.03 29.13 29.14 29.00 29.14 22.10 -0.01
(-0.03%)
13.44% 21.36% 110.20M 0.75% A
Strong Buy
KCE
SPDR S&P Capital Markets ETF
46.38 45.88 46.38 45.88 48.73 33.92 0.00
(0.00%)
3.34% 17.75% 95.00M 0.35% A
Strong Buy
PEX
ProShares Global Listed Private Equity ETF
42.77 42.76 42.78 42.75 42.78 32.06 +0.29
(0.68%)
9.64% 15.13% 11.56M 0.60% A
Strong Buy
IPF
SPDR S&P International Financial Sector ETF
21.34 21.34 21.34 21.32 22.36 15.76 +0.10
(0.47%)
10.17% 19.75% 8.51M 0.40% A
Strong Buy
XLF
SPDR Select Sector Fund - Financial
23.59 23.43 23.66 23.32 25.30 17.33 +0.18
(0.77%)
1.46% 25.12% 21.76B 0.14% B
Buy
VFH
Vanguard Financials ETF - DNQ
59.95 59.51 60.11 59.25 64.20 44.25 +0.50
(0.84%)
1.01% 25.92% 5.62B 0.10% B
Buy
IYF
iShares U.S. Financial ETF
103.88 103.37 104.12 103.08 109.36 80.64 +0.67
(0.65%)
2.39% 19.77% 1.63B 0.44% B
Buy
IYG
iShares U.S. Financial Services ETF
108.49 107.65 108.77 107.09 116.22 75.41 +1.05
(0.98%)
2.10% 28.04% 1.27B 0.44% B
Buy
FXO
First Trust Financials AlphaDEX
27.51 27.46 27.58 27.32 29.01 21.59 +0.11
(0.40%)
1.78% 18.22% 987.12M 0.64% B
Buy
KIE
SPDR S&P Insurance ETF
85.44 85.20 85.62 84.84 89.51 66.23 +0.36
(0.42%)
3.00% 19.60% 851.10M 0.35% B
Buy
FNCL
Fidelity MSCI Financials Index ETF
34.83 34.60 34.95 34.46 37.41 25.75 +0.29
(0.84%)
0.72% 25.60% 810.67M 0.08% B
Buy
KBWB
PowerShares KBW Bank Portfolio
47.23 46.70 47.40 46.48 51.45 30.84 +0.60
(1.29%)
-0.08% 33.34% 757.58M 0.35% B
Buy
IAT
iShares U.S. Regional Banks ETF
44.42 43.85 44.62 43.66 49.24 30.04 +0.64
(1.46%)
-2.12% 31.30% 724.89M 0.44% B
Buy
KBWD
PowerShares KBW High Dividend Yield Financial Portfolio
23.69 23.60 23.70 23.52 24.94 19.83 +0.15
(0.64%)
3.04% 16.24% 288.00M 0.35% B
Buy
PSCF
PowerShares S&P SmallCap Financials Portfolio
50.02 49.70 50.14 49.31 54.16 39.71 +0.43
(0.87%)
-4.29% 20.56% 233.50M 0.29% B
Buy
BIZD
VanEck Vectors BDC Income ETF
18.30 18.20 18.31 18.18 19.34 16.04 +0.14
(0.77%)
1.61% 14.23% 189.46M 0.40% B
Buy
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
50.11 49.87 50.27 49.41 53.97 33.93 +0.31
(0.62%)
1.27% 31.90% 154.47M 0.44% B
Buy
KBWP
PowerShares KBW Property & Casualty Insurance Portfolio
56.44 56.16 56.44 56.09 58.86 46.62 +0.35
(0.62%)
1.47% 15.94% 100.96M 0.35% B
Buy
JHMF
John Hancock Multifactor Financials ETF
31.27 31.28 31.28 31.27 33.34 22.86 +0.07
(0.22%)
2.12% 23.11% 42.12M 0.50% B
Buy
RWW
Oppenheimer Financials Sector Revenue ETF
58.48 58.42 58.59 58.41 62.51 42.57 +0.36
(0.62%)
1.55% 25.33% 31.95M 0.49% B
Buy
FNCF
iShares Edge MSCI Multifactor Financials ETF
30.61 30.61 30.61 30.61 32.50 24.11 0.00
(0.00%)
1.66% 20.84% 3.05M 0.35% B
Buy
KRE
SPDR S&P Regional Banking ETF
53.48 52.75 53.78 52.48 59.68 35.29 +0.76
(1.44%)
-3.76% 33.07% 3.48B 0.35% C
Neutral
KBE
SPDR S&P Bank ETF
42.24 41.76 42.47 41.52 46.99 28.01 +0.56
(1.34%)
-2.83% 30.94% 3.11B 0.35% C
Neutral
QABA
First Trust NASDAQ ABA Community Bank Index Fund
49.34 48.77 49.52 48.45 54.54 35.21 +0.66
(1.36%)
-6.55% 28.12% 387.25M 0.60% C
Neutral
KBWR
PowerShares KBW Regional Banking Portfolio
52.26 51.70 52.59 51.38 58.72 37.01 +0.64
(1.24%)
-6.53% 27.22% 154.83M 0.35% C
Neutral
PFI
PowerShares DWA Financial Momentum Portfolio
30.35 30.03 30.38 30.02 32.78 28.69 +0.38
(1.27%)
-0.98% 1.40% 81.03M 0.50% C
Neutral
KRU
ProShares Ultra S&P Regional Banking
72.10 70.65 72.10 70.65 94.80 32.87 +1.10
(1.55%)
-11.59% 67.21% 12.28M 0.95% C
Neutral
FTXO
First Trust Nasdaq Bank ETF
25.66 25.18 25.79 25.18 28.49 19.95 +0.38
(1.50%)
-1.31% 24.50% 993.90M 0.60% NR
Not Rated
DFNL
Davis Select Financial ETF
20.91 20.84 20.97 20.84 22.15 19.83 +0.10
(0.48%)
4.03% 4.03% 49.96M 0.65% NR
Not Rated
BDCZ
ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041
22.33 22.33 22.33 22.33 24.38 19.59 0.00
(0.00%)
-0.46% 13.01% 33.50M 0.85% NR
Not Rated
FLRT
AdvisorShares Pacific Asset Enhanced Floating Rate ETF
49.60 49.53 49.60 49.53 56.89 48.13 +0.05
(0.10%)
-0.96% 2.63% 27.32M 1.12% NR
Not Rated
FINX
Global X FinTech ETF
17.68 17.76 17.76 17.64 18.00 14.53 +0.03
(0.17%)
19.62% 18.34% 3.51M 0.68% NR
Not Rated
FINQ
Purefunds Solactive FinTech ETF
27.45 27.45 27.45 27.45 27.74 23.33 -0.01
(-0.04%)
16.02% 9.32% 2.74M 0.68% NR
Not Rated
TETF
ETF Industry Exposure & Financial Services ETF
15.32 15.39 15.39 15.32 15.60 15.10 -0.03
(-0.20%)
0.00% 0.46% 1.54M 0.64% NR
Not Rated
XF
Elkhorn S&P MidCap Financials Portfolio
14.87 14.87 14.87 14.87 16.71 14.44 0.00
(0.00%)
-0.60% -0.60% N/A N/A NR
Not Rated

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