Financial Equities ETFs Stocks

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 industry again and decide if it can maintain its conservative label.

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Industry Rank

This industry ranks 33 out of 65 ETF categories.

Industry Rating

B

The average market cap-weighted POWR Rating for ETFs in this industry is A.

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Stocks Under $10
Reitmeister Portfolio
Rk Symbol Name Last Open High Low 52WK Hi 52WK Lo Day Chg YTD Chg 12M Chg Mkt Cap 50D MA ± 50D 200D MA ± 200D POWR
1 XLF Financial Select Sector SPDR ETF 40.55 40.70 40.79 40.36 42.22 31.26 0.09
(0.22%)		 8.25 % 26.88 % 37.45B 40.78 -0.56 % 36.61 10.76 % A
2 VFH Vanguard Financials ETF 98.70 99.07 99.21 98.22 102.60 73.87 0.33
(0.34%)		 7.40 % 29.58 % 9.03B 98.95 -0.25 % 88.78 11.17 % A
3 IYF iShares U.S. Financial ETF 92.48 92.60 92.73 92.15 95.88 68.31 0.36
(0.39%)		 8.63 % 31.74 % 2.57B 92.29 0.20 % 82.48 12.12 % A
4 FNCL Fidelity MSCI Financials Index ETF 57.20 57.47 57.47 56.98 59.50 42.78 0.27
(0.47%)		 7.30 % 29.76 % 1.59B 57.40 -0.34 % 51.51 11.05 % A
5 KBWB Invesco KBW Bank ETF 52.97 53.08 53.37 52.87 53.79 36.19 0.44
(0.84%)		 8.60 % 37.80 % 1.56B 51.31 3.23 % 45.28 16.97 % A
6 KBE SPDR S&P Bank ETF 46.39 46.56 46.88 46.27 47.39 30.85 0.53
(1.16%)		 1.51 % 38.85 % 1.39B 44.91 3.30 % 41.32 12.27 % A
7 IYG iShares U.S. Financial Services ETF 64.09 64.46 64.46 63.89 66.45 47.69 0.20
(0.31%)		 7.62 % 30.64 % 1.29B 64.25 -0.24 % 57.48 11.49 % A
8 BIZD VanEck Vectors BDC Income ETF 16.70 16.73 16.78 16.62 16.94 13.76 0.05
(0.30%)		 7.01 % 17.85 % 1.09B 16.22 2.96 % 15.26 9.44 % A
9 IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF 114.27 114.01 114.43 113.67 116.16 85.10 1.11
(0.98%)		 5.62 % 31.13 % 1.08B 112.43 1.64 % 101.01 13.12 % A
10 FXO First Trust Financials AlphaDEX 46.01 46.16 46.16 45.85 47.60 32.92 0.27
(0.59%)		 6.65 % 31.43 % 853.49M 45.49 1.15 % 41.27 11.49 % A
11 KIE SPDR S&P Insurance ETF 49.48 49.51 49.58 48.90 52.26 38.04 0.19
(0.39%)		 9.84 % 24.07 % 752.10M 49.85 -0.75 % 45.39 9.01 % A
12 IAK iShares U.S. Insurance ETF 112.88 113.23 113.23 111.52 117.60 82.29 0.00
(0.00%)		 13.14 % 31.50 % 626.48M 113.13 -0.22 % 100.40 12.43 % A
13 IAT iShares U.S. Regional Banks ETF 42.29 42.47 42.70 42.19 43.47 28.80 0.39
(0.93%)		 1.81 % 34.94 % 608.98M 41.23 2.57 % 37.62 12.40 % A
14 IXG iShares Global Financial ETF 84.84 85.01 85.01 84.24 86.83 66.83 0.73
(0.87%)		 7.97 % 22.09 % 394.51M 84.19 0.77 % 76.33 11.15 % A
15 KBWD Invesco KBW High Dividend Yield Financial ETF 15.34 15.47 15.55 15.31 16.84 13.04 0.05
(0.33%)		 0.53 % 9.73 % 376.75M 14.93 2.78 % 14.56 5.39 % A
16 KBWP Invesco KBW Property & Casualty Insurance ETF 103.75 103.24 103.99 102.51 107.98 78.65 0.04
(0.04%)		 15.15 % 25.33 % 309.18M 103.62 0.13 % 92.01 12.76 % A
17 FLRT AdvisorShares Pacific Asset Enhanced Floating Rate ETF 47.66 47.66 47.66 47.60 48.04 44.63 0.01
(0.02%)		 3.78 % 4.30 % 252.12M 47.13 1.13 % 45.40 4.97 % A
18 PSP Invesco Global Listed Private Equity ETF 63.94 64.40 64.55 63.93 66.38 47.01 0.54
(0.85%)		 3.66 % 25.13 % 239.14M 64.23 -0.46 % 57.04 12.09 % A
19 KCE SPDR S&P Capital Markets ETF 108.54 109.17 109.17 108.19 111.10 76.19 0.69
(0.64%)		 7.00 % 39.12 % 217.08M 107.27 1.18 % 95.23 13.98 % A
20 DFNL Davis Select Financial ETF 32.94 33.07 33.07 32.85 34.66 24.77 0.18
(0.55%)		 8.83 % 29.50 % 191.05M 32.16 2.43 % 29.02 13.51 % A
21 FTXO First Trust Nasdaq Bank ETF 26.63 26.73 26.73 26.61 27.14 18.66 0.25
(0.95%)		 5.85 % 34.84 % 111.85M 25.93 2.71 % 23.26 14.50 % A
22 JIG JPMorgan International Growth ETF 61.81 61.77 61.81 61.49 63.61 51.15 0.75
(1.23%)		 5.96 % 5.97 % 88.08M 61.92 -0.18 % 57.33 7.81 % A
23 PFI Invesco DWA Financial Momentum ETF 47.86 47.86 47.88 47.86 50.14 38.92 0.23
(0.48%)		 6.74 % 21.16 % 55.04M 47.98 -0.26 % 44.19 8.32 % A
24 BDCZ ETRACS Wells Fargo Business Development Company Index ETN Series B due April 26, 2041 19.36 19.36 19.36 19.36 20.00 14.96 0.10
(0.52%)		 2.07 % 19.14 % 26.52M 19.10 1.37 % 18.51 4.60 % A
25 PSCF Invesco S&P SmallCap Financials ETF 47.24 47.73 47.73 47.22 50.19 38.28 0.31
(0.66%)		 -3.37 % 18.43 % 18.90M 46.51 1.58 % 44.58 5.96 % A
26 SPCX The SPAC and New Issue ETF 23.28 23.27 23.28 23.27 24.21 21.60 0.03
(0.13%)		 1.05 % -2.37 % 12.11M 23.22 0.24 % 23.11 0.72 % A
27 PEX ProShares Global Listed Private Equity ETF 29.94 29.76 29.95 29.76 29.95 24.29 0.34
(1.15%)		 7.93 % 10.19 % 9.88M 29.01 3.21 % 26.73 12.02 % A
28 KRE SPDR S&P Regional Banking ETF 49.65 49.80 50.21 49.48 54.47 34.52 0.63
(1.29%)		 -4.55 % 30.11 % 2.69B 48.07 3.28 % 46.01 7.90 % B
29 QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund 23.42 23.34 23.48 23.25 25.99 20.27 0.35
(1.52%)		 2.97 % -0.09 % 1.14B 23.42 -0.01 % 22.44 4.35 % B
30 FINX Global X FinTech ETF 25.32 25.72 25.72 25.26 27.97 18.17 0.02
(0.08%)		 -0.98 % 27.11 % 316.50M 26.39 -4.06 % 23.38 8.29 % B
31 IPAY ETFMG Prime Mobile Payments ETF 48.44 49.02 49.02 48.36 52.92 35.15 0.11
(0.23%)		 4.39 % 18.81 % 314.86M 50.15 -3.40 % 44.34 9.24 % B
32 QABA First Trust NASDAQ ABA Community Bank Index Fund 46.14 46.38 46.38 46.00 51.39 34.59 0.54
(1.18%)		 -6.85 % 24.63 % 71.52M 44.66 3.31 % 43.61 5.81 % B
33 KBWR Invesco KBW Regional Banking ETF 50.33 50.44 50.46 50.19 56.49 37.49 0.69
(1.39%)		 -7.18 % 23.56 % 54.36M 48.91 2.90 % 47.79 5.31 % B
NR RYF Invesco S&P 500 Equal Weight Financial ETF 50.65 50.27 50.77 50.27 62.37 47.21 0.73
(1.46%)		 -9.62 % -13.42 % 305.93M 49.79 1.73 % 54.49 -7.05 % NR
NR RWW Invesco Exchange-Traded Fund Trust II Invesco S&P Financials Revenue ETF 71.00 71.01 71.01 70.78 75.44 61.65 -0.06
(-0.08%)		 1.50 % 12.60 % 31.95M N/A N/A % N/A N/A % NR
NR JHMF John Hancock Multifactor Financials ETF 43.73 43.29 43.91 43.29 55.60 40.82 0.78
(1.82%)		 -15.87 % -20.99 % 17.05M N/A N/A % N/A N/A % NR
NR IEFN iShares Evolved U.S. Financials ETF 31.00 30.92 31.07 30.92 35.44 26.75 -0.04
(-0.13%)		 -5.94 % -2.72 % 9.30M N/A N/A % N/A N/A % NR
NR SPXZ Morgan Creek - Exos SPAC Originated ETF 11.01 10.98 11.01 10.98 19.20 9.89 0.01
(0.09%)		 -30.52 % -35.00 % 6.28M N/A N/A % N/A N/A % NR
NR TETF ETF Industry Exposure & Financial Services ETF 18.47 18.42 18.47 18.30 20.89 15.00 0.02
(0.14%)		 14.93 % -11.52 % 5.54M N/A N/A % N/A N/A % NR
NR 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 % 1.45M N/A N/A % N/A N/A % NR
NR BIDS Amplify Digital & Online Trading ETF 14.42 14.42 14.42 14.42 16.62 12.59 0.01
(0.07%)		 12.39 % 3.12 % 432.60K 13.84 4.16 % 13.95 3.39 % NR

All price changes on this page include dividends and splits.

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