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
IYG
iShares U.S. Financial Services ETF
143.75 143.48 143.81 142.23 156.97 86.42 -0.27
(-0.19%)
-3.81% -3.06% 1.17B 0.42% A
Strong Buy
IPAY
ETFMG Prime Mobile Payments ETF
61.77 61.46 61.92 61.09 61.92 30.56 +0.16
(0.26%)
24.64% 27.02% 909.16M 0.75% A
Strong Buy
FINX
Global X FinTech ETF
42.33 41.95 42.39 41.90 42.40 19.65 +0.10
(0.24%)
39.35% 40.00% 858.79M 0.68% A
Strong Buy
FXO
First Trust Financials AlphaDEX
32.95 33.15 33.15 32.62 34.65 17.42 -0.38
(-1.14%)
1.21% -0.57% 619.94M 0.63% A
Strong Buy
IXG
iShares Global Financial ETF
64.05 64.04 64.12 63.43 69.57 40.26 -0.21
(-0.33%)
-5.46% -5.18% 313.26M 0.46% A
Strong Buy
PSP
Invesco Global Listed Private Equity ETF
12.80 12.72 12.81 12.65 13.18 6.55 +0.02
(0.16%)
5.33% 2.73% 177.58M 1.78% A
Strong Buy
RYF
Invesco S&P 500 Equal Weight Financial ETF
46.50 46.10 46.50 46.06 48.23 26.00 -0.40
(-0.85%)
1.64% 0.32% 167.80M 0.40% A
Strong Buy
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
73.71 73.25 73.76 72.78 73.77 42.54 -0.06
(-0.08%)
9.59% 7.17% 117.95M 0.42% A
Strong Buy
KCE
SPDR S&P Capital Markets ETF
70.03 69.66 70.03 69.50 70.24 37.33 0.00
(0.00%)
20.60% 17.42% 38.61M 0.35% A
Strong Buy
PFI
Invesco DWA Financial Momentum ETF
40.15 40.12 40.15 39.90 42.65 23.35 +0.09
(0.22%)
5.99% 5.45% 30.55M 0.60% A
Strong Buy
FLRT
Pacific Global ETF Trust Pacific Global Senior Loan ETF
48.43 48.32 48.43 48.32 50.41 38.88 +0.01
(0.02%)
1.57% -0.89% 28.99M 0.68% A
Strong Buy
JHMF
John Hancock Multifactor Financials ETF
40.08 39.75 40.08 39.75 42.64 23.50 -0.17
(-0.42%)
-1.53% -1.87% 27.77M 0.40% A
Strong Buy
PEX
ProShares Global Listed Private Equity ETF
31.24 31.04 31.24 31.04 36.03 17.49 -0.02
(-0.06%)
-4.90% -10.44% 19.73M 3.13% A
Strong Buy
IEFN
iShares Evolved U.S. Financials ETF
24.55 24.50 24.55 24.34 26.95 14.87 -0.19
(-0.77%)
-5.25% -5.93% 4.95M 0.18% A
Strong Buy
XLF
SPDR Select Sector Fund - Financial
28.56 28.50 28.58 28.22 31.38 17.49 -0.10
(-0.35%)
-5.31% -5.15% 22.45B 0.13% B
Buy
VFH
Vanguard Financials ETF
70.45 70.44 70.50 69.65 77.95 42.34 -0.34
(-0.48%)
-5.82% -5.90% 7.08B 0.10% B
Buy
KBE
SPDR S&P Bank ETF
40.47 40.70 40.70 39.96 48.17 22.56 -0.60
(-1.46%)
-12.34% -12.70% 2.30B 0.35% B
Buy
KRE
SPDR S&P Regional Banking ETF
50.15 50.48 50.60 49.52 59.38 27.26 -0.78
(-1.53%)
-11.33% -11.25% 1.76B 0.35% B
Buy
IYF
iShares U.S. Financial ETF
129.86 129.77 129.92 128.75 143.69 81.24 -0.28
(-0.22%)
-4.11% -3.74% 1.39B 0.42% B
Buy
KBWB
Invesco KBW Bank ETF
48.55 48.55 48.63 47.86 59.14 28.38 -0.45
(-0.92%)
-14.30% -14.58% 1.12B 0.35% B
Buy
FNCL
Fidelity MSCI Financials Index ETF
40.75 40.89 40.89 40.30 45.33 24.51 -0.18
(-0.44%)
-6.09% -6.34% 843.78M 0.08% B
Buy
KIE
SPDR S&P Insurance ETF
33.64 33.92 33.92 33.34 37.57 20.23 -0.41
(-1.20%)
-3.44% -4.49% 376.58M 0.35% B
Buy
IAT
iShares U.S. Regional Banks ETF
43.87 44.03 44.04 43.37 51.82 24.62 -0.54
(-1.22%)
-11.37% -12.07% 286.57M 0.42% B
Buy
KBWD
Invesco KBW High Dividend Yield Financial ETF
16.22 16.29 16.29 16.08 22.95 8.95 -0.08
(-0.49%)
-17.88% -24.70% 274.28M 1.58% B
Buy
KBWP
Invesco KBW Property & Casualty Insurance ETF
67.02 66.65 67.05 66.65 76.48 44.46 -0.81
(-1.19%)
-4.41% -5.04% 263.43M 0.35% B
Buy
BIZD
VanEck Vectors BDC Income ETF
13.96 13.75 14.00 13.72 17.30 6.80 +0.14
(1.01%)
-7.78% -16.11% 244.77M 9.62% B
Buy
DFNL
Davis Select Financial ETF
23.49 23.33 23.55 23.33 26.29 14.00 -0.08
(-0.34%)
-7.78% -7.30% 152.78M 0.64% B
Buy
FTXO
First Trust Nasdaq Bank ETF
22.77 22.85 22.85 22.49 28.49 13.37 -0.33
(-1.43%)
-16.84% -17.31% 100.19M 0.60% B
Buy
QABA
First Trust NASDAQ ABA Community Bank Index Fund
43.70 44.02 44.02 43.31 52.66 27.44 -0.71
(-1.60%)
-13.39% -13.86% 80.90M 0.60% B
Buy
IAK
iShares U.S. Insurance ETF
66.36 65.99 66.36 65.81 75.83 40.27 -0.75
(-1.12%)
-4.95% -6.42% 67.07M 0.42% B
Buy
BDCZ
ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041
16.21 15.75 16.21 15.75 20.63 8.87 +0.21
(1.31%)
-18.90% -18.58% 57.71M 0.85% B
Buy
KBWR
Invesco KBW Regional Banking ETF
45.42 45.77 45.77 44.91 55.11 26.64 -0.77
(-1.67%)
-13.23% -13.29% 35.89M 0.35% B
Buy
PSCF
Invesco S&P SmallCap Financials ETF
47.35 47.68 47.74 47.14 58.09 29.46 -0.53
(-1.11%)
-12.03% -16.39% 26.51M 0.29% B
Buy
JIG
JPMorgan International Growth ETF
68.18 67.93 68.28 67.93 69.29 51.03 +0.16
(0.24%)
32.07% 32.07% 40.81M 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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