Financials Equities ETFs

Quick Category Facts

As of .

Top 10 ETFs are highlighted in green.

Definitive List Of Financials Equities ETFs

This is a list of all US-traded ETFs that are currently included in the Financials Equities ETFdb Category by the ETF Database staff. Each ETF is placed in a single "best fit" ETFdb Category; if you want to browse ETFs with more flexible selection criteria, visit our screener. To see more information of the Financials Equities ETFs, click on one of the tabs above.

* Assets in thousands of U.S. Dollars. Assets and Average Volume as of 2014-10-21 20:21:03 UTC

Symbol Name Price Change Assets * ▼ Avg Vol YTD

Definitive Historical Return Data For Financials Equities ETFs

The following table displays sortable historical return data for all ETFs currently included in the Financials Equities ETFdb Category. For information on dividends, expenses, or technical indicators, click on one of the tabs above.

Symbol Name 1 Week 4 Week YTD 1 Year 3 Year 5 Year
XLF Financial Select Sector SPDR +1.78% -1.97% +5.85% +11.39% +88.27% +62.36%
KBE SPDR S&P Bank ETF +1.56% -3.57% -4.61% +0.50% +73.84% +44.47%
VFH Financials ETF +1.96% -0.99% +5.49% +10.18% +83.10% +68.34%
KRE SPDR S&P Regional Banking ETF +1.73% -2.31% -6.16% +1.68% +78.62% +92.77%
IYF iShares U.S. Financials ETF +2.11% -1.08% +5.08% +10.02% +84.03% +67.90%
FXO Financials AlphaDEX Fund +3.07% -0.50% +1.58% +7.43% +81.41% +92.13%
IYG iShares U.S. Financial Services ETF +1.74% -3.49% +0.96% +8.91% +95.64% +55.54%
IAT iShares U.S. Regional Banks ETF +0.19% -4.93% -2.17% +3.88% +71.79% +66.31%
PSP Listed Private Equity +4.65% -4.51% -8.62% -4.54% +60.61% +55.03%
EUFN MSCI Europe Financials Sector Index Fund +2.24% -5.63% -7.24% -4.57% +53.33% n/a
KIE SPDR S&P Insurance ETF +2.91% +0.21% +1.40% +7.82% +89.48% +91.53%
IXG iShares Global Financials ETF +1.81% -3.56% -0.27% +1.99% +61.86% +28.05%
KBWB KBW Bank Portfolio -0.37% -5.41% +0.30% +6.46% n/a n/a
KBWD KBW High Dividend Yield Financial Portfolio +2.28% +1.10% +6.50% +7.64% +52.27% n/a
IAI iShares U.S. Broker-Dealers ETF +3.08% -3.44% +0.51% +13.69% +89.84% +38.95%
KCE SPDR S&P Capital Markets ETF +4.83% -3.03% -5.75% +5.81% +80.30% +31.77%
FNCL MSCI Financials Index ETF +2.00% -1.13% +5.34% n/a n/a n/a
RYF S&P Equal Weight Financial ETF +2.07% -1.08% +5.72% +10.69% +89.67% +92.41%
IAK iShares U.S. Insurance ETF +2.75% -1.94% -0.38% +4.87% +78.28% +86.78%
PSCF S&P SmallCap Financials Portfolio +2.11% +2.54% -1.10% +2.89% +70.33% n/a
QABA NASDAQ ABA Community Bank Index Fund +2.18% -0.84% -4.79% +2.48% +68.49% +67.23%
BDCS E-TRACS Linked to the Wells Fargo Business Development Company Index +3.90% -2.32% -5.40% -2.05% +52.47% n/a
CHIX China Financials ETF +0.94% -0.39% -3.22% -2.82% +43.95% n/a
BIZD Market Vectors BDC Income ETF +4.60% -1.51% -3.96% -0.38% n/a n/a
PFI DWA Financial Momentum +2.70% -0.70% -1.96% +5.54% +76.83% +75.39%

Definitive List Of Cheapest Financials Equities ETFs

The following table displays sortable expense ratio and commission free trading information for all ETFs currently included in the Financials Equities ETFdb Category.

Symbol Name ETFdb Category Inception ER Commission Free
XLF Financial Select Sector SPDR Financials Equities 1998-12-16 0.16% Not Available
KBE SPDR S&P Bank ETF Financials Equities 2005-11-08 0.35% Not Available
VFH Financials ETF Financials Equities 2004-01-26 0.19% Vanguard
KRE SPDR S&P Regional Banking ETF Financials Equities 2006-06-19 0.35% Not Available
IYF iShares U.S. Financials ETF Financials Equities 2000-05-22 0.46% Not Available
FXO Financials AlphaDEX Fund Financials Equities 2007-05-08 0.70% Not Available
IYG iShares U.S. Financial Services ETF Financials Equities 2000-06-12 0.46% Not Available
IAT iShares U.S. Regional Banks ETF Financials Equities 2006-05-01 0.46% Not Available
PSP Listed Private Equity Financials Equities 2006-10-24 2.19% Not Available
EUFN MSCI Europe Financials Sector Index Fund Financials Equities 2010-01-20 0.48% Not Available
KIE SPDR S&P Insurance ETF Financials Equities 2005-11-08 0.35% Not Available
IXG iShares Global Financials ETF Financials Equities 2001-11-12 0.47% Not Available
KBWB KBW Bank Portfolio Financials Equities 2011-11-01 0.35% Not Available
KBWD KBW High Dividend Yield Financial Portfolio Financials Equities 2010-12-02 1.55% Not Available
IAI iShares U.S. Broker-Dealers ETF Financials Equities 2006-05-01 0.44% Not Available
KCE SPDR S&P Capital Markets ETF Financials Equities 2005-11-08 0.35% Not Available
FNCL MSCI Financials Index ETF Financials Equities 2013-10-24 0.12% Fidelity
RYF S&P Equal Weight Financial ETF Financials Equities 2006-11-01 0.40% Charles Schwab
IAK iShares U.S. Insurance ETF Financials Equities 2006-05-01 0.44% Not Available
PSCF S&P SmallCap Financials Portfolio Financials Equities 2010-04-07 0.50% Not Available
QABA NASDAQ ABA Community Bank Index Fund Financials Equities 2009-06-29 0.60% Not Available
BDCS E-TRACS Linked to the Wells Fargo Business Development Company Index Financials Equities 2011-04-27 0.85% Not Available
CHIX China Financials ETF Financials Equities 2009-12-10 0.65% 2 Platforms
BIZD Market Vectors BDC Income ETF Financials Equities 2013-02-11 8.33% Not Available
PFI DWA Financial Momentum Financials Equities 2006-10-12 0.75% Not Available

Definitive List Of Highest Yielding Financials Equities ETFs

The following table includes sortable dividend information on all ETFs in the Financials Equities ETFdb Category, including yield, dividend date, and beta.

Symbol Name Annual Dividend Rate Dividend Date Dividend Annual Dividend Yield % P/E Ratio Beta
XLF Financial Select Sector SPDR $0.37 2014-09-19 $0.10 1.66% 11.81 1.04
KBE SPDR S&P Bank ETF $0.48 2014-09-19 $0.13 1.56% 14.16 1.14
VFH Financials ETF $0.88 2014-09-24 $0.24 1.94% 12.97 0.97
KRE SPDR S&P Regional Banking ETF $0.61 2014-09-19 $0.17 1.67% 14.97 1.28
IYF iShares U.S. Financials ETF $1.30 2014-09-24 $0.32 1.58% 14.15 0.98
FXO Financials AlphaDEX Fund $0.34 2014-09-23 $0.08 1.57% 10.22 0.91
IYG iShares U.S. Financial Services ETF $1.04 2014-09-24 $0.26 1.27% 12.98 1.16
IAT iShares U.S. Regional Banks ETF $0.58 2014-09-24 $0.15 1.84% 12.99 1.15
PSP Listed Private Equity $0.91 2014-09-19 $0.12 8.54% 3.86 1.00
EUFN MSCI Europe Financials Sector Index Fund $0.70 2014-06-25 $0.57 3.14% 11.87 1.36
KIE SPDR S&P Insurance ETF $0.97 2014-09-19 $0.24 1.56% 12.52 0.91
IXG iShares Global Financials ETF $1.30 2014-06-24 $0.81 2.39% 11.82 0.98
KBWB KBW Bank Portfolio $0.54 2014-09-19 $0.14 1.57% n/a 1.14
KBWD KBW High Dividend Yield Financial Portfolio $2.06 2014-10-15 $0.20 8.24% 10.10 0.63
IAI iShares U.S. Broker-Dealers ETF $0.49 2014-09-24 $0.09 1.30% 18.78 1.15
KCE SPDR S&P Capital Markets ETF $0.81 2014-09-19 $0.17 1.76% 17.13 1.30
FNCL MSCI Financials Index ETF $0.50 2014-09-19 $0.14 1.87% n/a 0.95
RYF S&P Equal Weight Financial ETF $0.66 2014-09-19 $0.16 1.63% 10.36 0.92
IAK iShares U.S. Insurance ETF $0.71 2014-09-24 $0.17 1.56% 12.21 0.97
PSCF S&P SmallCap Financials Portfolio $1.14 2014-09-19 $0.16 3.06% 19.05 0.91
QABA NASDAQ ABA Community Bank Index Fund $0.46 2014-09-23 $0.11 1.37% 16.28 1.15
BDCS E-TRACS Linked to the Wells Fargo Business Development Company Index $1.87 2014-10-08 $0.47 7.91% n/a 0.81
CHIX China Financials ETF $0.07 2013-12-27 $0.07 0.51% 6.75 1.57
BIZD Market Vectors BDC Income ETF $1.45 2014-10-01 $0.42 7.66% n/a 0.94
PFI DWA Financial Momentum $0.29 2014-09-19 $0.07 1.03% 11.31 0.90

Definitive List Of Financials Equities ETF Holdings

The following table includes basic holdings information for each ETF in the Financials Equities, including number of holdings and percentage of assets included in the top ten holdings. To see more detailed holdings information for any ETF, click the link in the right column.

Symbol Name # of Holdings % In Top 10 Complete
XLF Financial Select Sector SPDR 85 49.90% View
KBE SPDR S&P Bank ETF 60 17.71% View
VFH Financials ETF 542 35.63% View
KRE SPDR S&P Regional Banking ETF 82 15.36% View
IYF iShares U.S. Financials ETF 276 39.42% View
FXO Financials AlphaDEX Fund 173 10.26% View
IYG iShares U.S. Financial Services ETF 112 59.54% View
IAT iShares U.S. Regional Banks ETF 54 65.54% View
PSP Listed Private Equity 106 44.36% View
EUFN MSCI Europe Financials Sector Index Fund 110 42.66% View
KIE SPDR S&P Insurance ETF 50 21.05% View
IXG iShares Global Financials ETF 240 25.11% View
KBWB KBW Bank Portfolio 24 60.92% View
KBWD KBW High Dividend Yield Financial Portfolio 38 41.91% View
IAI iShares U.S. Broker-Dealers ETF 23 63.58% View
KCE SPDR S&P Capital Markets ETF 44 28.50% View
FNCL MSCI Financials Index ETF 501 36.84% View
RYF S&P Equal Weight Financial ETF 85 12.25% View
IAK iShares U.S. Insurance ETF 66 62.82% View
PSCF S&P SmallCap Financials Portfolio 118 18.87% View
QABA NASDAQ ABA Community Bank Index Fund 146 28.85% View
BDCS E-TRACS Linked to the Wells Fargo Business Development Company Index n/a n/a View
CHIX China Financials ETF 44 62.57% View
BIZD Market Vectors BDC Income ETF 29 63.78% View
PFI DWA Financial Momentum 44 42.41% View

Guide To Financials Equities ETF Tax Rates

The following table displays sortable tax data for all ETFs currently included in the Financials Equities ETFdb Category. To see information on dividends, expenses, or technicals, click on one of the other tabs above.

Symbol Name ST Cap Gains Rate LT Cap Gains Rate Tax Form
XLF Financial Select Sector SPDR 35% 15% 1099
KBE SPDR S&P Bank ETF 35% 15% 1099
VFH Financials ETF 35% 15% 1099
KRE SPDR S&P Regional Banking ETF 35% 15% 1099
IYF iShares U.S. Financials ETF 35% 15% 1099
FXO Financials AlphaDEX Fund 35% 15% 1099
IYG iShares U.S. Financial Services ETF 35% 15% 1099
IAT iShares U.S. Regional Banks ETF 35% 15% 1099
PSP Listed Private Equity 35% 15% 1099
EUFN MSCI Europe Financials Sector Index Fund 35% 15% 1099
KIE SPDR S&P Insurance ETF 35% 15% 1099
IXG iShares Global Financials ETF 35% 15% 1099
KBWB KBW Bank Portfolio 35% 15% 1099
KBWD KBW High Dividend Yield Financial Portfolio 35% 15% 1099
IAI iShares U.S. Broker-Dealers ETF 35% 15% 1099
KCE SPDR S&P Capital Markets ETF 35% 15% 1099
FNCL MSCI Financials Index ETF 35% 15% 1099
RYF S&P Equal Weight Financial ETF 35% 15% 1099
IAK iShares U.S. Insurance ETF 35% 15% 1099
PSCF S&P SmallCap Financials Portfolio 35% 15% 1099
QABA NASDAQ ABA Community Bank Index Fund 35% 15% 1099
BDCS E-TRACS Linked to the Wells Fargo Business Development Company Index 35% 15% 1099
CHIX China Financials ETF 35% 15% 1099
BIZD Market Vectors BDC Income ETF 35% 15% 1099
PFI DWA Financial Momentum 35% 15% 1099

Technical Indicators For Every Financials Equities ETF

The following table contains sortable technical indicators for all ETFs in the Financials Equities ETFdb Category. For more detailed technical metrics on any of these ETFs, click the "View" link in the right column.

Symbol Name Lower Bollinger Upper Bollinger Support 1 Resistance 1 RSI Advanced
XLF Financial Select Sector SPDR $21.98 $23.68 $22.67 $22.98 50 View
KBE SPDR S&P Bank ETF $29.98 $32.73 $30.94 $31.53 47 View
VFH Financials ETF $44.52 $47.31 $45.88 $46.48 51 View
KRE SPDR S&P Regional Banking ETF $36.03 $38.76 $37.21 $37.99 49 View
IYF iShares U.S. Financials ETF $80.08 $85.36 $82.61 $83.71 51 View
FXO Financials AlphaDEX Fund $20.90 $22.30 $21.61 $21.98 51 View
IYG iShares U.S. Financial Services ETF $80.13 $88.47 $83.10 $84.26 48 View
IAT iShares U.S. Regional Banks ETF $30.70 $34.12 $31.61 $32.21 44 View
PSP Listed Private Equity $10.11 $11.42 $10.70 $10.87 43 View
EUFN MSCI Europe Financials Sector Index Fund $21.38 $24.42 $22.62 $22.87 44 View
KIE SPDR S&P Insurance ETF $60.55 $64.23 $62.54 $63.63 53 View
IXG iShares Global Financials ETF $53.02 $57.68 $54.93 $55.47 46 View
KBWB KBW Bank Portfolio $33.96 $38.04 $34.96 $35.49 43 View
KBWD KBW High Dividend Yield Financial Portfolio $24.22 $25.20 $25.05 $25.31 55 View
IAI iShares U.S. Broker-Dealers ETF $36.75 $40.46 $38.20 $38.72 49 View
KCE SPDR S&P Capital Markets ETF $43.77 $49.55 $46.50 $46.76 47 View
FNCL MSCI Financials Index ETF $26.03 $27.67 $26.83 $27.16 51 View
RYF S&P Equal Weight Financial ETF $39.78 $42.42 $41.08 $41.58 51 View
IAK iShares U.S. Insurance ETF $44.34 $48.28 $46.16 $46.91 50 View
PSCF S&P SmallCap Financials Portfolio $36.88 $38.29 $38.48 $38.88 56 View
QABA NASDAQ ABA Community Bank Index Fund $32.76 $34.49 $33.74 $34.38 51 View
BDCS E-TRACS Linked to the Wells Fargo Business Development Company Index $22.57 $24.62 $23.57 $23.78 45 View
CHIX China Financials ETF $12.43 $13.18 $12.85 $13.00 48 View
BIZD Market Vectors BDC Income ETF $18.14 $19.72 $19.03 $19.12 48 View
PFI DWA Financial Momentum $27.26 $28.96 $28.36 $28.57 52 View

Analyst Reports For Every Financials Equities ETF

The following table contains links to detailed analysis for each ETF in the Financials Equities. To see holdings, official fact sheets, or the ETF home page, click on the links below.

Symbol Name Fact Sheet ETF Holdings Chart ETF Home Page Head-To-Head
XLF Financial Select Sector SPDR View View View View View
KBE SPDR S&P Bank ETF View View View View View
VFH Financials ETF View View View View View
KRE SPDR S&P Regional Banking ETF View View View View View
IYF iShares U.S. Financials ETF View View View View View
FXO Financials AlphaDEX Fund View View View View View
IYG iShares U.S. Financial Services ETF View View View View View
IAT iShares U.S. Regional Banks ETF View View View View View
PSP Listed Private Equity View View View View View
EUFN MSCI Europe Financials Sector Index Fund View View View View View
KIE SPDR S&P Insurance ETF View View View View View
IXG iShares Global Financials ETF View View View View View
KBWB KBW Bank Portfolio View View View View View
KBWD KBW High Dividend Yield Financial Portfolio View View View View View
IAI iShares U.S. Broker-Dealers ETF View View View View View
KCE SPDR S&P Capital Markets ETF View View View View View
FNCL MSCI Financials Index ETF View View View View View
RYF S&P Equal Weight Financial ETF View View View View View
IAK iShares U.S. Insurance ETF View View View View View
PSCF S&P SmallCap Financials Portfolio View View View View View
QABA NASDAQ ABA Community Bank Index Fund View View View View View
BDCS E-TRACS Linked to the Wells Fargo Business Development Company Index View View View View View
CHIX China Financials ETF View View View View View
BIZD Market Vectors BDC Income ETF View View View View View
PFI DWA Financial Momentum View View View View View

Analyst Ratings For Every Financials Equities ETF

The following table includes ETFdb Ratings for all ETFs in the Financials Equities. The ETFdb Ratings are transparent, quant-based scores designed to assess the relative merits of potential investments. ETFs are ranked on up to six metrics, as well as an Overall Rating. Certain metrics are available only to ETFdb Pro members; sign up for a free 14-day trial for complete access

Symbol Liquidity Expenses Performance Volatility Dividend Concentration Realtime
Overall
XLF
A+
A
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
KBE
A
A-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
VFH
A-
A
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
KRE
A
A
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
IYF
A
B-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
FXO
A
C
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
IYG
A-
B
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
IAT
A
B
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
PSP
A
C+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
EUFN
A-
B
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
KIE
A-
B+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
IXG
B+
B-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
KBWB
A-
B+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
KBWD
B+
A-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
IAI
B+
B
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
KCE
B
A
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
FNCL
n/a
A+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
RYF
B+
B-
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
IAK
B+
B
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
PSCF
B-
A
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
QABA
B
C+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
BDCS
B+
C
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
CHIX
A-
C+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
BIZD
B-
B+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
PFI
C+
C+
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only
ETFdb Pro Members Only

Financials Equities Indexes

Indexes tracked by ETFs in the Financials Equities ETFdb Category include:

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