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 #47 out of 65 ETF categories.

C
Neutral

Avg. SMART Grade

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


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
IPAY
ETFMG Prime Mobile Payments ETF
55.15 54.78 55.31 54.66 57.82 30.56 +0.75
(1.38%)
11.28% 19.50% 799.39M 0.75% A
Strong Buy
FINX
Global X FinTech ETF
38.61 38.53 38.67 38.30 39.78 19.65 +0.64
(1.69%)
27.10% 35.24% 725.04M 0.68% A
Strong Buy
FLRT
Pacific Global ETF Trust Pacific Global Senior Loan ETF
47.71 47.71 47.71 47.71 50.41 38.88 +0.08
(0.17%)
-0.24% -2.42% 28.54M 0.68% A
Strong Buy
PSP
Invesco Global Listed Private Equity ETF
11.04 10.94 11.04 10.92 13.18 6.55 +0.17
(1.56%)
-9.15% -5.07% 147.02M 1.78% B
Buy
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
62.07 62.24 62.63 61.92 72.96 42.54 +0.06
(0.10%)
-7.71% 0.57% 97.63M 0.42% B
Buy
PFI
Invesco DWA Financial Momentum ETF
37.34 37.61 37.61 37.11 42.65 23.35 +0.22
(0.59%)
-1.43% 1.01% 27.60M 0.60% B
Buy
KCE
SPDR S&P Capital Markets ETF
58.13 58.47 58.47 57.92 65.04 37.33 +0.11
(0.19%)
0.11% 10.07% 27.30M 0.35% B
Buy
XLF
SPDR Select Sector Fund - Financial
24.11 24.17 24.33 23.92 31.38 17.49 +0.04
(0.17%)
-20.06% -12.04% 16.52B 0.13% C
Neutral
VFH
Vanguard Financials ETF
58.76 58.71 59.19 58.24 77.95 42.34 +0.26
(0.44%)
-21.45% -14.17% 5.58B 0.10% C
Neutral
IYG
iShares U.S. Financial Services ETF
123.12 122.65 123.77 122.15 156.97 86.42 +1.10
(0.90%)
-17.62% -7.91% 1.74B 0.42% C
Neutral
IYF
iShares U.S. Financial ETF
114.38 113.98 114.89 113.37 143.69 81.24 +0.90
(0.79%)
-15.54% -9.65% 1.24B 0.42% C
Neutral
FNCL
Fidelity MSCI Financials Index ETF
33.98 33.96 34.25 33.72 45.33 24.51 +0.16
(0.47%)
-21.69% -14.56% 699.73M 0.08% C
Neutral
KIE
SPDR S&P Insurance ETF
28.35 28.27 28.57 28.04 37.57 20.23 +0.32
(1.14%)
-18.62% -18.02% 488.07M 0.35% C
Neutral
FXO
First Trust Financials AlphaDEX
25.50 25.43 25.67 25.25 34.65 17.42 +0.13
(0.51%)
-21.68% -18.24% 472.95M 0.63% C
Neutral
IXG
iShares Global Financial ETF
53.14 53.17 53.34 52.83 69.57 40.26 +0.15
(0.28%)
-21.56% -15.57% 231.44M 0.46% C
Neutral
BIZD
VanEck Vectors BDC Income ETF
12.03 12.00 12.07 11.82 17.30 6.80 -0.12
(-0.99%)
-22.89% -26.01% 215.84M 9.62% C
Neutral
KBWP
Invesco KBW Property & Casualty Insurance ETF
56.01 56.96 56.96 56.01 76.48 44.46 -0.38
(-0.67%)
-20.11% -23.07% 170.94M 0.35% C
Neutral
RYF
Invesco S&P 500 Equal Weight Financial ETF
38.04 38.12 38.44 37.83 48.23 26.00 -0.05
(-0.13%)
-16.85% -10.45% 140.96M 0.40% C
Neutral
DFNL
Davis Select Financial ETF
19.15 19.10 19.15 18.97 26.29 14.00 +0.10
(0.52%)
-24.82% -17.71% 127.67M 0.64% C
Neutral
IAK
iShares U.S. Insurance ETF
55.66 55.35 55.96 55.35 75.83 40.27 -0.08
(-0.14%)
-20.28% -21.17% 63.53M 0.42% C
Neutral
BDCZ
ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041
14.50 14.44 14.58 14.44 20.63 8.87 +0.28
(1.97%)
-27.46% -27.14% 50.61M 0.85% C
Neutral
JHMF
John Hancock Multifactor Financials ETF
34.20 34.25 34.31 34.20 42.64 23.50 +0.06
(0.18%)
-15.97% -9.21% 26.35M 0.40% C
Neutral
PEX
ProShares Global Listed Private Equity ETF
27.13 26.78 27.15 26.78 36.03 17.49 +0.35
(1.31%)
-17.41% -20.80% 16.81M 3.13% C
Neutral
IEFN
iShares Evolved U.S. Financials ETF
20.38 20.38 20.38 20.38 26.95 14.87 +0.01
(0.05%)
-21.35% -14.54% N/A N/A C
Neutral
KBE
SPDR S&P Bank ETF
29.74 29.61 29.84 29.24 48.17 22.56 +0.29
(0.98%)
-35.58% -29.48% 1.17B 0.35% D
Sell
KRE
SPDR S&P Regional Banking ETF
35.92 35.88 36.16 35.38 59.38 27.26 +0.24
(0.67%)
-36.49% -30.39% 1.17B 0.35% D
Sell
KBWB
Invesco KBW Bank ETF
37.67 37.83 37.98 37.24 59.14 28.38 +0.18
(0.48%)
-33.50% -24.96% 705.23M 0.35% D
Sell
KBWD
Invesco KBW High Dividend Yield Financial ETF
13.51 13.45 13.51 13.33 22.95 8.95 +0.09
(0.67%)
-32.65% -34.16% 229.06M 1.58% D
Sell
IAT
iShares U.S. Regional Banks ETF
32.90 32.86 33.07 32.50 51.82 24.62 +0.16
(0.49%)
-33.53% -27.47% 209.43M 0.42% D
Sell
FTXO
First Trust Nasdaq Bank ETF
16.94 17.06 17.06 16.80 28.49 13.37 +0.03
(0.18%)
-38.13% -32.16% 61.66M 0.60% D
Sell
QABA
First Trust NASDAQ ABA Community Bank Index Fund
31.99 31.70 31.99 31.54 52.66 27.44 +0.25
(0.79%)
-36.60% -31.51% 56.85M 0.60% D
Sell
KBWR
Invesco KBW Regional Banking ETF
32.15 32.25 32.25 31.99 55.11 26.64 +0.09
(0.28%)
-38.58% -33.56% 27.05M 0.35% D
Sell
PSCF
Invesco S&P SmallCap Financials ETF
38.48 38.20 38.48 37.92 58.09 29.46 +0.81
(2.15%)
-28.51% -27.78% 24.38M 0.29% D
Sell
JIG
JPMorgan International Growth ETF
64.86 64.71 64.86 64.63 65.64 51.03 +0.62
(0.97%)
25.64% 25.63% 35.22M 0.55% NR
Not Rated
RWW
Oppenheimer Financials Sector Revenue ETF
71.00 71.01 71.01 70.78 75.44 61.65 -0.06
(-0.08%)
1.50% 12.60% 32.05M 0.45% NR
Not Rated
TETF
ETF Industry Exposure & Financial Services ETF
18.47 18.42 18.47 18.30 20.89 15.00 +0.03
(0.16%)
-3.02% -11.52% N/A N/A 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% N/A N/A NR
Not Rated

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