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  • Mutual Fund to ETF Converter
  • Burnham Financial Services B
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BURMX - Burnham Financial Services B

  • Fund Family Name: Burnham
  • Expense Ratio: 2.55%
  • ETFdb.com Category: Financials Equities
  • Benchmark Index Name: KBW Bank Index
  • Benchmark Index Description: The KBW Bank Index is a float adjusted modified-market capitalization-weighted index that seeks to reflect the performance of publicly traded companies that do business as banks or thrifts. The Bank Index is currently comprised of common stocks of national money centers and leading regional banks or thrifts listed on the NYSE or another U.S. national securities exchange, or NASDAQ/National Market System.
Learn more about BURMX at MutualFunds.com

ETF Alternatives To This Mutual Fund

In the tables below, ETFdb.com presents recommended exchange traded fund (ETF) alternatives to the mutual fund BURMX. These recommendations are powered by ETFdb's Mutual Fund to ETF Converter tool.

How ETFdb.com has selected ETF alternatives to BURMX: The mutual fund BURMX has been benchmarked by Burnham against an index, KBW Bank Index, in its fund prospectus. The ETF alternatives to BURMX listed below consist of (1) ETFs which track KBW Bank Index, and (2) ETFs which track other indexes in the same ETFdb.com Category as KBW Bank Index.

ETFs Linked To KBW Bank Index

There are no ETFs linked to KBW Bank Index.

Financials Equities ETFs

The following table presents exchange traded funds linked to indexes in the same ETFdb.com Category as KBW Bank Index.

Symbol Symbol ETF Name ETF Name Assets Assets YTD YTD Expense Ratio Expense Ratio
KRE State Street SPDR S&P Regional Banking ETF $3,997,500 8.89% 0.35%
FXO First Trust Financials AlphaDEX Fund $1,012,880 -0.21% 0.60%
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF $1,425,660 0.77% 0.38%
KCE State Street SPDR S&P Capital Markets ETF $440,699 0.29% 0.35%
IAT iShares U.S. Regional Banks ETF $611,027 6.91% 0.38%
KIE State Street SPDR S&P Insurance ETF $453,170 -4.92% 0.35%
VFH Vanguard Financials ETF $12,306,900 -3.75% 0.09%
IAK iShares U.S. Insurance ETF $356,241 -0.36% 0.38%
IYF iShares U.S. Financials ETF $3,545,610 -2.57% 0.38%
IYG iShares U.S. Financial Services ETF $1,940,160 -4.04% 0.38%
IXG iShares Global Financials ETF $545,861 0.75% 0.41%
KBE State Street SPDR S&P Bank ETF $1,422,420 6.26% 0.35%
XLF State Street Financial Select Sector SPDR ETF $49,439,700 -4.02% 0.08%
KWT iShares MSCI Kuwait ETF $69,988 -1.18% 0.75%
QABA First Trust NASDAQ ABA Community Bank Index Fund $78,395 11.93% 0.60%
EUFN iShares MSCI Europe Financials ETF $3,592,860 0.70% 0.48%
KBWD Invesco KBW High Dividend Yield Financial ETF $425,489 -4.99% 5.39%
KBWP Invesco KBW Property & Casualty Insurance ETF $243,821 -4.54% 0.35%
PSCF Invesco S&P SmallCap Financials ETF $24,520 7.86% 0.29%
KBWB Invesco KBW Bank ETF $5,658,800 6.93% 0.35%
BIZD VanEck BDC Income ETF $1,592,880 -8.49% 9.69%
FNCL Fidelity MSCI Financials Index ETF $2,194,780 -3.75% 0.08%
PEX ProShares Global Listed Private Equity ETF $11,045 -12.49% 2.95%
BDCZ ETRACS MarketVector Business Development Companies Liquid Index ETN $11,324 -11.79% 0.85%
INDF Range India Financials ETF $11,359 8.16% 0.75%
FTXO First Trust Nasdaq Bank ETF $290,968 4.41% 0.60%
DFNL Davis Select Financial ETF $456,367 -3.70% 0.61%
LEND SEI High Yield Bond & Alternative Credit ETF $1,035,170 N/A 0.65%
GABF Gabelli Financial Services Opportunities ETF $53,428 -5.27% 1.24%
PBDC Putnam BDC Income ETF $285,091 -9.15% 13.49%
RSPF Invesco S&P 500 Equal Weight Financials ETF $272,316 -2.76% 0.40%
FDFF Fidelity Disruptive Finance ETF $40,764 -9.72% 0.50%
LBO WHITEWOLF Publicly Listed Private Equity ETF $7,069 -12.82% 6.53%
GSIB Themes Global Systemically Important Banks ETF $26,423 10.03% 0.35%
GPZ VanEck Alternative Asset Manager ETF $238,772 -18.16% 0.40%
DVXF WEBs Financial XLF Defined Volatility ETF $237 -9.44% 0.89%
XLFI State Street Financial Select Sector SPDR Premium Income ETF $5,028 -2.93% 0.35%
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