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 #17 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
KRE
SPDR S&P Regional Banking ETF
50.07 50.17 50.26 49.85 64.25 43.95 +0.28
(0.56%)
-14.65% -22.11% 5.47B 0.35% A
Strong Buy
KBE
SPDR S&P Bank ETF
40.86 40.89 41.02 40.72 50.18 34.92 +0.24
(0.59%)
-13.42% -18.51% 3.76B 0.35% A
Strong Buy
IYF
iShares U.S. Financial ETF
124.50 124.60 124.73 124.28 130.15 99.30 +0.59
(0.48%)
4.60% 0.40% 1.93B 0.44% A
Strong Buy
IYG
iShares U.S. Financial Services ETF
131.26 131.45 131.57 131.03 141.26 104.43 +0.92
(0.71%)
0.91% -4.28% 1.70B 0.44% A
Strong Buy
FNCL
Fidelity MSCI Financials Index ETF
38.78 38.90 38.90 38.72 42.38 32.10 +0.19
(0.49%)
-4.45% -7.07% 1.56B 0.08% A
Strong Buy
FXO
First Trust Financials AlphaDEX
30.89 30.87 30.94 30.82 32.97 25.33 +0.24
(0.78%)
-1.07% -5.77% 1.27B 0.63% A
Strong Buy
KBWB
Invesco KBW Bank ETF
47.27 47.44 47.54 47.15 57.92 41.02 +0.20
(0.42%)
-13.80% -17.79% 1.03B 0.35% A
Strong Buy
IAT
iShares U.S. Regional Banks ETF
43.24 43.39 43.43 43.09 52.72 37.26 +0.20
(0.46%)
-12.03% -17.95% 904.45M 0.44% A
Strong Buy
KIE
SPDR S&P Insurance ETF
33.92 33.96 33.99 33.82 35.16 26.49 +0.16
(0.47%)
10.98% 5.31% 775.43M 0.35% A
Strong Buy
RYF
Invesco S&P 500 Equal Weight Financial ETF
41.64 41.53 41.71 41.51 45.25 33.71 +0.23
(0.56%)
-5.20% -6.06% 423.54M 0.40% A
Strong Buy
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
63.02 63.26 63.26 62.84 66.62 51.96 +0.35
(0.56%)
0.67% -2.78% 399.32M 0.44% A
Strong Buy
KBWD
Invesco KBW High Dividend Yield Financial ETF
20.23 20.39 20.39 20.23 23.81 18.81 -0.07
(-0.34%)
-10.83% -14.35% 339.00M 0.35% A
Strong Buy
FINX
Global X FinTech ETF
29.09 28.96 29.14 28.86 31.29 20.66 +0.38
(1.32%)
32.53% 4.38% 314.41M 0.68% A
Strong Buy
PSP
Invesco Global Listed Private Equity ETF
11.68 11.67 11.71 11.66 12.91 9.69 +0.12
(1.04%)
-3.88% -6.41% 262.12M 0.50% A
Strong Buy
BIZD
VanEck Vectors BDC Income ETF
16.54 16.52 16.56 16.48 17.40 13.85 +0.01
(0.06%)
2.04% -4.23% 202.61M 0.40% A
Strong Buy
KBWR
Invesco KBW Regional Banking ETF
47.86 47.85 47.92 47.66 60.25 42.21 +0.38
(0.80%)
-14.32% -20.66% 195.56M 0.35% A
Strong Buy
DFNL
Davis Select Financial ETF
22.37 22.36 22.41 22.30 25.52 19.29 +0.13
(0.58%)
-6.60% -10.44% 149.59M 0.65% A
Strong Buy
KCE
SPDR S&P Capital Markets ETF
53.47 53.65 53.65 53.47 59.25 44.34 +0.48
(0.91%)
-7.25% -8.73% 121.88M 0.35% A
Strong Buy
IAK
iShares U.S. Insurance ETF
69.40 69.62 69.62 69.29 72.98 54.11 +0.14
(0.20%)
4.93% 4.31% 114.70M 0.44% A
Strong Buy
JHMF
John Hancock Multifactor Financials ETF
36.99 37.07 37.07 36.91 39.51 29.12 +0.23
(0.63%)
0.63% -2.92% 70.80M 0.50% A
Strong Buy
KBWP
Invesco KBW Property & Casualty Insurance ETF
71.60 71.46 71.69 71.46 73.37 52.89 +0.13
(0.18%)
20.91% 11.81% 66.30M 0.35% A
Strong Buy
PFI
PowerShares DWA Financial Momentum Portfolio
38.12 38.02 38.15 38.02 39.23 26.89 +0.40
(1.06%)
9.05% 6.87% 40.75M 0.60% A
Strong Buy
PEX
ProShares Global Listed Private Equity ETF
33.89 33.93 33.95 33.88 37.34 29.01 +0.21
(0.62%)
-5.34% -7.36% 20.86M 0.60% A
Strong Buy
IPAY
ETFMG Prime Mobile Payments ETF
48.86 48.65 48.86 48.56 50.03 32.40 +0.63
(1.31%)
40.04% 19.08% N/A N/A A
Strong Buy
VFH
Vanguard Financials ETF - DNQ
66.72 66.90 66.96 66.61 72.97 55.16 +0.27
(0.41%)
-4.41% -7.10% N/A N/A A
Strong Buy
PSCF
Invesco S&P SmallCap Financials ETF
53.30 53.09 53.36 53.05 60.51 45.44 +0.19
(0.36%)
-2.20% -11.84% N/A N/A A
Strong Buy
QABA
First Trust NASDAQ ABA Community Bank Index Fund
46.11 46.01 46.21 45.92 57.30 40.81 +0.30
(0.65%)
-11.82% -19.58% N/A N/A A
Strong Buy
XLF
SPDR Select Sector Fund - Financial
26.60 26.65 26.69 26.53 29.07 22.05 +0.12
(0.45%)
-4.35% -6.24% N/A N/A A
Strong Buy
FTXO
First Trust Nasdaq Bank ETF
23.75 23.79 23.80 23.69 30.28 20.82 +0.11
(0.47%)
-18.87% -21.46% 1.41B 0.60% B
Buy
IXG
iShares Global Financial ETF
60.27 60.44 60.44 60.18 68.19 53.62 +0.31
(0.52%)
-13.81% -9.40% 489.61M 0.48% B
Buy
RWW
Oppenheimer Financials Sector Revenue ETF
64.33 64.37 64.46 64.28 70.62 53.51 +0.26
(0.41%)
-6.53% -6.79% 57.82M 0.45% B
Buy
FLRT
AdvisorShares Pacific Asset Enhanced Floating Rate ETF
48.88 48.88 48.88 48.88 50.64 46.49 +0.05
(0.10%)
0.47% 0.64% 29.55M 1.10% B
Buy
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% 8.68M 0.64% B
Buy
BDCZ
ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041
19.76 19.76 19.76 19.76 21.05 16.97 +0.03
(0.15%)
-3.20% -4.52% 8.28M 0.85% NR
Not Rated
IEFN
iShares Evolved U.S. Financials ETF
23.41 23.41 23.41 23.41 25.49 19.05 +0.12
(0.52%)
-0.30% -4.01% 4.96M 0.18% 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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