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 #45 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
FINX
Global X FinTech ETF
35.18 35.15 35.30 34.93 35.44 19.65 +0.25
(0.72%)
15.81% 15.59% 606.56M 0.68% A
Strong Buy
FLRT
Pacific Global ETF Trust Pacific Global Senior Loan ETF
46.85 46.85 46.85 46.85 50.68 38.88 -0.02
(-0.04%)
-3.00% -3.92% 28.08M 0.68% A
Strong Buy
IPAY
ETFMG Prime Mobile Payments ETF
51.13 51.17 51.26 50.83 55.35 30.56 +0.29
(0.57%)
3.17% 5.08% 718.38M 0.75% B
Buy
PSP
Invesco Global Listed Private Equity ETF
10.58 10.59 10.60 10.53 13.18 6.55 +0.05
(0.47%)
-13.85% -12.42% 149.76M 1.78% B
Buy
PFI
Invesco DWA Financial Momentum ETF
34.64 34.57 34.64 34.39 42.65 23.35 +0.20
(0.58%)
-9.02% -10.81% 27.23M 0.60% B
Buy
KCE
SPDR S&P Capital Markets ETF
57.14 57.63 57.63 57.07 65.04 37.33 +0.24
(0.42%)
-2.11% 0.14% 22.26M 0.35% B
Buy
XLF
SPDR Select Sector Fund - Financial
23.68 23.76 23.80 23.42 31.38 17.49 +0.22
(0.94%)
-21.92% -16.51% 16.25B 0.13% C
Neutral
VFH
Vanguard Financials ETF
57.87 58.07 58.19 57.25 77.95 42.34 +0.46
(0.80%)
-23.10% -18.33% 5.72B 0.10% C
Neutral
IYG
iShares U.S. Financial Services ETF
121.10 121.41 121.60 119.78 156.97 86.42 +1.06
(0.88%)
-19.38% -12.28% 1.62B 0.42% C
Neutral
IYF
iShares U.S. Financial ETF
111.34 111.67 111.84 110.26 143.69 81.24 +0.75
(0.68%)
-18.23% -13.70% 1.27B 0.42% C
Neutral
FNCL
Fidelity MSCI Financials Index ETF
33.50 33.56 33.67 33.16 45.33 24.51 +0.25
(0.75%)
-23.29% -18.65% 697.00M 0.08% C
Neutral
KIE
SPDR S&P Insurance ETF
27.23 27.34 27.37 26.95 37.57 20.23 +0.16
(0.59%)
-22.20% -22.42% 534.15M 0.35% C
Neutral
FXO
First Trust Financials AlphaDEX
25.16 25.21 25.25 24.74 34.65 17.42 +0.24
(0.96%)
-23.55% -22.58% 517.75M 0.63% C
Neutral
IXG
iShares Global Financial ETF
53.74 53.80 53.80 53.39 69.57 40.26 +0.30
(0.56%)
-20.67% -17.40% 224.55M 0.46% C
Neutral
BIZD
VanEck Vectors BDC Income ETF
11.31 11.26 11.39 11.22 17.30 6.80 +0.09
(0.80%)
-27.50% -31.12% 188.32M 9.62% C
Neutral
RYF
Invesco S&P 500 Equal Weight Financial ETF
37.52 37.73 37.73 37.09 48.23 26.00 +0.34
(0.91%)
-18.52% -15.84% 145.40M 0.40% C
Neutral
KBWP
Invesco KBW Property & Casualty Insurance ETF
55.47 55.93 55.93 55.12 76.48 44.46 +0.09
(0.16%)
-21.14% -22.98% 133.35M 0.35% C
Neutral
DFNL
Davis Select Financial ETF
18.91 18.73 18.91 18.73 26.29 14.00 +0.20
(1.07%)
-25.76% -19.61% 120.90M 0.64% C
Neutral
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
62.12 62.22 62.22 61.58 72.96 42.54 +0.89
(1.45%)
-8.14% -5.87% 104.60M 0.42% C
Neutral
IAK
iShares U.S. Insurance ETF
54.81 55.00 55.00 54.30 75.83 40.27 +0.34
(0.62%)
-22.00% -24.80% 57.81M 0.43% C
Neutral
JHMF
John Hancock Multifactor Financials ETF
33.13 33.03 33.13 33.03 42.64 23.50 +0.22
(0.67%)
-18.60% -14.81% 26.61M 0.40% C
Neutral
PEX
ProShares Global Listed Private Equity ETF
25.55 25.55 25.60 25.55 36.03 17.49 +0.18
(0.71%)
-24.92% -26.54% 15.79M 3.13% C
Neutral
IEFN
iShares Evolved U.S. Financials ETF
20.22 20.22 20.22 20.22 26.95 14.87 +0.18
(0.90%)
-22.50% -18.32% 3.87M 0.18% C
Neutral
KBE
SPDR S&P Bank ETF
30.04 30.34 30.34 29.39 48.17 22.56 +0.28
(0.94%)
-35.52% -32.07% 1.13B 0.35% D
Sell
KRE
SPDR S&P Regional Banking ETF
36.21 36.48 36.56 35.42 59.38 27.26 +0.33
(0.92%)
-36.59% -33.30% 913.23M 0.35% D
Sell
KBWB
Invesco KBW Bank ETF
37.97 38.34 38.36 37.29 59.14 28.38 +0.32
(0.85%)
-33.47% -26.15% 440.22M 0.35% D
Sell
IAT
iShares U.S. Regional Banks ETF
32.50 32.72 32.72 31.85 51.82 24.62 +0.30
(0.93%)
-35.10% -30.61% 212.11M 0.42% D
Sell
KBWD
Invesco KBW High Dividend Yield Financial ETF
13.05 13.09 13.16 12.91 22.95 8.95 +0.01
(0.08%)
-36.64% -40.19% 209.03M 1.58% D
Sell
QABA
First Trust NASDAQ ABA Community Bank Index Fund
32.76 33.09 33.09 32.42 52.66 27.44 +0.06
(0.18%)
-35.62% -32.03% 59.57M 0.60% D
Sell
FTXO
First Trust Nasdaq Bank ETF
17.26 17.32 17.32 16.95 28.49 13.37 +0.16
(0.94%)
-37.56% -33.23% 57.90M 0.60% D
Sell
BDCZ
ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041
13.28 13.83 13.83 13.21 20.63 8.87 -0.21
(-1.56%)
-33.56% -32.37% 46.07M 0.85% D
Sell
PSCF
Invesco S&P SmallCap Financials ETF
37.76 37.65 37.84 37.53 58.09 29.46 +0.14
(0.37%)
-30.65% -30.54% 27.35M 0.29% D
Sell
KBWR
Invesco KBW Regional Banking ETF
33.68 33.77 33.77 33.21 55.11 26.64 +0.27
(0.81%)
-36.28% -33.83% 27.18M 0.35% D
Sell
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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