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.

D
Sell

Avg. SMART Grade

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


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
FLRT
AdvisorShares Pacific Asset Enhanced Floating Rate ETF
43.49 43.49 43.49 43.49 50.68 38.88 +0.05
(0.12%)
-10.61% -10.64% 26.48M 0.68% B
Buy
FINX
Global X FinTech ETF
23.54 23.39 23.66 23.39 34.45 19.65 +1.18
(5.28%)
7.24% -16.29% 349.45M 0.68% C
Neutral
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
53.37 52.95 53.37 52.95 72.96 42.54 +2.46
(4.83%)
-14.74% -12.91% 134.86M 0.42% C
Neutral
KBWP
Invesco KBW Property & Casualty Insurance ETF
51.17 50.70 51.75 50.70 76.48 44.46 +1.73
(3.50%)
-13.59% -18.16% 66.34M 0.35% C
Neutral
PFI
PowerShares DWA Financial Momentum Portfolio
29.43 29.43 29.46 29.43 42.65 23.35 +1.30
(4.62%)
-15.81% -13.48% 34.01M 0.60% C
Neutral
KCE
SPDR S&P Capital Markets ETF
44.12 44.57 44.63 43.52 65.04 37.33 -0.49
(-1.10%)
-23.47% -19.53% 24.56M 0.35% C
Neutral
XLF
SPDR Select Sector Fund - Financial
20.56 20.62 20.71 20.54 31.38 17.49 +0.92
(4.68%)
-26.07% -22.56% 14.04B 0.13% D
Sell
VFH
Vanguard Financials ETF - DNQ
49.84 49.70 50.08 49.58 77.95 42.34 +2.46
(5.19%)
-28.60% -25.29% 4.94B 0.10% D
Sell
IYF
iShares U.S. Financial ETF
95.72 95.31 96.32 95.31 143.69 81.24 +4.46
(4.89%)
-19.58% -20.55% 1.09B 0.42% D
Sell
IYG
iShares U.S. Financial Services ETF
101.77 101.47 102.37 101.47 156.97 86.42 +5.21
(5.40%)
-21.76% -20.97% 758.50M 0.42% D
Sell
FNCL
Fidelity MSCI Financials Index ETF
28.84 28.73 29.08 28.73 45.33 24.51 +1.40
(5.10%)
-28.94% -25.43% 629.08M 0.08% D
Sell
KIE
SPDR S&P Insurance ETF
24.15 24.03 24.29 24.03 37.57 20.23 +1.06
(4.59%)
-20.99% -23.22% 568.81M 0.35% D
Sell
FXO
First Trust Financials AlphaDEX
20.44 20.36 20.62 20.36 34.65 17.42 +1.08
(5.58%)
-34.54% -33.68% 520.26M 0.63% D
Sell
IPAY
ETFMG Prime Mobile Payments ETF
36.25 36.19 36.46 36.09 55.35 30.56 +1.89
(5.50%)
3.90% -16.61% 449.02M 0.75% D
Sell
KBWB
Invesco KBW Bank ETF
32.75 32.46 32.94 32.46 59.14 28.38 +1.90
(6.16%)
-40.28% -34.56% 310.01M 0.35% D
Sell
IXG
iShares Global Financial ETF
46.25 46.22 46.25 46.22 69.57 40.26 +1.92
(4.33%)
-33.86% -27.39% 195.09M 0.46% D
Sell
RYF
Invesco S&P 500 Equal Weight Financial ETF
30.86 30.86 30.86 30.86 48.23 26.00 +1.25
(4.22%)
-29.75% -26.10% 150.60M 0.40% D
Sell
PSP
Invesco Global Listed Private Equity ETF
7.94 7.84 7.94 7.84 13.18 6.55 +0.39
(5.17%)
-34.66% -32.30% 122.59M 1.78% D
Sell
DFNL
Davis Select Financial ETF
16.41 16.24 16.41 16.24 26.29 14.00 +0.74
(4.72%)
-31.48% -28.36% 105.29M 0.64% D
Sell
QABA
First Trust NASDAQ ABA Community Bank Index Fund
31.44 31.44 31.44 31.44 52.66 27.44 -0.10
(-0.32%)
-39.87% -36.65% 74.00M 0.60% D
Sell
IAK
iShares U.S. Insurance ETF
48.08 47.85 48.08 47.85 75.83 40.27 +2.02
(4.39%)
-27.31% -26.19% 58.96M 0.43% D
Sell
PSCF
Invesco S&P SmallCap Financials ETF
33.39 31.73 33.39 31.73 58.09 29.46 +1.82
(5.76%)
-38.73% -37.93% 31.86M 0.29% D
Sell
KBWR
Invesco KBW Regional Banking ETF
31.20 31.08 31.20 31.01 55.11 26.64 +1.82
(6.19%)
-44.14% -39.14% 30.90M 0.35% D
Sell
JHMF
John Hancock Multifactor Financials ETF
27.68 27.83 28.00 27.58 42.64 23.50 +0.82
(3.05%)
-24.70% -27.35% 24.77M 0.40% D
Sell
PEX
ProShares Global Listed Private Equity ETF
19.82 19.82 19.82 19.82 36.03 17.49 +0.79
(4.15%)
-44.64% -41.69% 12.35M 3.13% D
Sell
IEFN
iShares Evolved U.S. Financials ETF
17.11 17.11 17.11 17.11 26.95 14.87 +0.64
(3.89%)
-27.13% -26.83% 3.39M 0.18% D
Sell
KBE
SPDR S&P Bank ETF
25.86 25.71 26.09 25.71 48.17 22.56 +1.41
(5.77%)
-45.20% -40.94% 905.72M 0.35% F
Strong Sell
KRE
SPDR S&P Regional Banking ETF
31.30 30.96 31.67 30.96 59.38 27.26 +1.78
(6.03%)
-46.64% -41.82% 874.98M 0.35% F
Strong Sell
IAT
iShares U.S. Regional Banks ETF
27.76 27.47 28.00 27.47 51.82 24.62 +1.57
(5.99%)
-43.52% -38.34% 186.86M 0.42% F
Strong Sell
KBWD
Invesco KBW High Dividend Yield Financial ETF
9.84 9.71 10.10 9.71 22.95 8.95 +0.56
(6.03%)
-56.63% -55.15% 136.78M 2.42% F
Strong Sell
BIZD
VanEck Vectors BDC Income ETF
8.20 8.02 8.48 8.02 17.30 6.80 +0.56
(7.33%)
-49.41% -48.58% 129.44M 9.62% F
Strong Sell
FTXO
First Trust Nasdaq Bank ETF
14.99 15.00 15.11 14.99 28.49 13.37 +0.83
(5.86%)
-48.80% -40.99% 55.54M 0.60% F
Strong Sell
BDCZ
ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041
9.72 9.06 9.94 9.06 21.05 8.87 -0.29
(-2.90%)
-52.38% -51.03% 30.77M 0.85% F
Strong Sell
RWW
Oppenheimer Financials Sector Revenue ETF
71.00 71.01 71.01 70.78 75.44 61.65 -0.06
(-0.08%)
3.16% 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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