The Index is composed of the 30 most undervalued, fundamentally strong stocks and 30 short positions of the most overvalued, fundamentally weak stocks listed in the US. The Index is constructed with a 100% net equity exposure (130% long, 30% short).
The Index is composed of the 30 most undervalued, fundamentally strong stocks and 30 short positions of the most overvalued, fundamentally weak stocks listed in the US. The Index is constructed with a 100% net equity exposure (130% long, 30% short).
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ETF Database staff has allocated each ETF in the ETF database, as well as each index, to a single ‘best-fit’ ETF Database Category. Other ETFs in the Financials Equities ETF Database Category are presented in the following table.
* Assets in thousands of U.S. Dollars.
Historical return data for other ETFs in the Financials Equities ETF Database Category is presented in the following table.
Fund flow information for other ETFs in the Financials Equities ETF Database Category is presented in the following table.
Expense information for other ETFs in the Financials Equities ETF Database Category is presented in the following table.
Dividend information for other ETFs in the Financials Equities ETF Database Category is presented in the following table.
Holdings data for other ETFs in the Financials Equities ETF Database Category is presented in the following table.
Tax Rate data for other ETFs in the Financials Equities ETF Database Category is presented in the following table.
Technical information for other ETFs in the Financials Equities ETF Database Category is presented in the following table.
Links to analysis of other ETFs in the Financials Equities ETF Database Category is presented in the following table.
Links to a proprietary ETF Database rating for other ETFs in the Financials Equities ETF Database Category is presented in the following table.
| Symbol | ETF Name | Asset Class | Total Assets* | YTD | Avg Volume | Previous Closing Price | 1-Day Change | Overall Rating | 1 Week | 1 Month | 1 Year | 3 Year | 5 Year | YTD FF | 1 Week FF | 4 Week FF | 1 Year FF | 3 Year FF | 5 Year FF | ETF Database | Inception | ER | Commission Free | Annual Dividend Rate | Dividend Date | Dividend | Annual Dividend Yield % | P/E Ratio | Beta | # of Holdings | % In Top 10 | Complete | ST Cap Gain Rate | LT Cap Gain Rate | Tax Form | Lower Bollinger | Upper Bollinger | Support 1 | Resistance 1 | RSI | Advanced | Fact Sheet | ETF Holdings | Chart | ETF Home Page | Head-To-Head | Liquidity Rating | Expenses Rating | Returns Rating | Volatility Rating | Dividend Rating | Concentration Rating |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| XLF | Financial Select Sector SPDR Fund | Equity | $32,223,700 | 6.4% | 43,177,172.0 | $35.90 | 1.13% | 1.8% | 14.2% | 0.9% | 10.1% | 8.2% | Financials Equities | 1998-12-16 | 0.10% | N/A | $0.67 | 2023-09-18 | $0.16 | 1.88% | 12.5 | 1.07 | 74 | 54.5% | View | 40% | 20% | 1099 | $32.96 | $36.10 | $35.61 | $36.04 | 70.51 | View | View | View | View | View | View | A+ | A | |||||||||||
| VFH | Vanguard Financials ETF | Equity | $8,507,370 | 6.9% | 746,058.0 | $86.91 | 0.98% | 1.9% | 14.4% | 0.6% | 9.8% | 7.8% | Financials Equities | 2004-01-26 | 0.10% | Vanguard | $2.00 | 2023-09-28 | $0.50 | 2.32% | 13.3 | 1.09 | 396 | 43.1% | View | 40% | 20% | 1099 | $79.57 | $87.49 | $86.29 | $87.26 | 69.98 | View | View | View | View | View | View | A- | A | |||||||||||
| KRE | SPDR S&P Regional Banking ETF | Equity | $2,933,020 | -21.1% | 15,461,157.0 | $45.12 | 0.20% | 1.8% | 16.1% | -27.7% | -0.4% | -1.2% | Financials Equities | 2006-06-19 | 0.35% | N/A | $1.54 | 2023-09-18 | $0.38 | 3.42% | 7.0 | 1.10 | 142 | 30.0% | View | 40% | 20% | 1099 | $40.88 | $46.37 | N/A | N/A | 59.90 | View | View | View | View | View | View | A | A- | |||||||||||
| IYF | iShares U.S. Financials ETF | Equity | $1,884,920 | 8.4% | 185,378.0 | $80.68 | 1.03% | 1.8% | 14.1% | 2.3% | 9.4% | 8.3% | Financials Equities | 2000-05-22 | 0.40% | N/A | $1.43 | 2023-09-26 | $0.39 | 1.79% | 12.4 | 1.03 | 140 | 45.6% | View | 40% | 20% | 1099 | $73.99 | $81.22 | $80.09 | $81.01 | 69.65 | View | View | View | View | View | View | A | B | |||||||||||
| FNCL | Fidelity MSCI Financials Index ETF | Equity | $1,372,350 | 7.0% | 97,348.0 | $50.42 | 1.00% | 2.0% | 14.6% | 0.7% | 9.8% | 7.8% | Financials Equities | 2013-10-21 | 0.08% | Fidelity | $1.06 | 2023-09-15 | $0.24 | 2.13% | 13.2 | 1.08 | 415 | 43.9% | View | 40% | 20% | 1099 | $46.11 | $50.73 | $50.03 | $50.62 | 70.27 | View | View | View | View | View | View | N/A | A+ | |||||||||||
| KBWB | Invesco KBW Bank ETF | Equity | $1,360,270 | -12.8% | 933,749.0 | $43.74 | 1.04% | 3.3% | 19.0% | -19.0% | -0.2% | -0.5% | Financials Equities | 2011-11-01 | 0.35% | N/A | $1.59 | 2023-09-18 | $0.40 | 3.64% | 9.4 | 1.19 | 25 | 60.8% | View | 40% | 20% | 1099 | $39.06 | $44.09 | $43.33 | $43.99 | 65.51 | View | View | View | View | View | View | A- | A- | |||||||||||
| KBE | SPDR S&P Bank ETF | Equity | $1,247,030 | -8.4% | 2,894,597.0 | $40.35 | 0.42% | 2.4% | 16.4% | -15.6% | 3.2% | 1.2% | Financials Equities | 2005-11-08 | 0.35% | N/A | $1.36 | 2023-09-18 | $0.37 | 3.37% | 6.8 | 1.14 | 91 | 17.2% | View | 40% | 20% | 1099 | $36.32 | $41.09 | $40.01 | $40.63 | 62.74 | View | View | View | View | View | View | A | A | |||||||||||
| EUFN | iShares MSCI Europe Financials ETF | Equity | $1,209,100 | 19.7% | 677,726.0 | $20.20 | 0.05% | 1.9% | 12.9% | 20.3% | 9.8% | 5.9% | Financials Equities | 2010-01-20 | 0.48% | N/A | $0.80 | 2023-06-07 | $0.73 | 3.97% | 9.4 | 1.07 | 83 | 42.4% | View | 40% | 20% | 1099 | $18.26 | $20.58 | N/A | N/A | 68.07 | View | View | View | View | View | View | A- | B | |||||||||||
| IYG | iShares U.S. Financial Services ETF | Equity | $1,168,000 | 7.8% | 29,683.0 | $167.22 | 0.96% | 2.0% | 15.3% | 0.9% | 7.2% | 7.6% | Financials Equities | 2000-06-12 | 0.40% | N/A | $3.27 | 2023-09-26 | $0.88 | 1.98% | 13.6 | 1.16 | 105 | 62.5% | View | 40% | 20% | 1099 | $152.06 | $168.52 | $166.32 | $167.70 | 70.37 | View | View | View | View | View | View | A- | B+ | |||||||||||
| BIZD | VanEck BDC Income ETF | Equity | $770,835 | 21.9% | 357,760.0 | $15.85 | 0.19% | -0.1% | 8.0% | 15.1% | 15.3% | 10.6% | Financials Equities | 2013-02-11 | 0.11% | N/A | $1.71 | 2023-10-02 | $0.44 | 10.85% | 16.6 | 1.21 | 26 | 74.7% | View | 40% | 20% | 1099 | $15.39 | $16.03 | N/A | N/A | 59.96 | View | View | View | View | View | View | B- | C | |||||||||||
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