The Best Financials Equities ETFs
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Financials Equities ETFs.
Financials equities ETFs are exchange-traded funds that invest in a diversified portfolio of companies that operate in the financial sector. The financial sector includes a wide range of companies such as banks, insurance companies, real estate companies, and other financial services providers.
These ETFs provide exposure to the performance of companies in the financial sector. They are generally considered riskier than the overall market, as the performance of financial sector companies can be heavily dependent on the economy's overall health and changes in interest rates. However, they also have the potential for higher returns.
- Number of ETFs
- 49
- Avg. Expense Ratio
- 1.16%
- Avg. Dividend Yield
- 3.32%
- Avg. 1 Year Return
- 8.73%
- Median Risk/Return Score
- 22 / 100
The Best Financials Equities ETFs
49 results
Best Financials Equities ETFs by Risk/Return Score
The top Financials Equities ETFs by PortfoliosLab Risk/Return Score are HSBH (92) and GSIB (84).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| HSBC Holdings plc ADRhedged ETF | 92 | 5.04M | Oct 2024 | |
| Themes Global Systemically Important Banks ETF | 84 | 28.23M | Dec 2023 | |
| Invesco KBW Bank ETF | 59 | 6.94B | Nov 2011 | |
| iShares MSCI Europe Financials ETF | 57 | 3.79B | Jan 2010 | |
| Invesco S&P SmallCap Financials ETF | 53 | 26.93M | Apr 2010 |
Best-Performing Financials Equities ETFs Over 5 Years
The top Financials Equities ETFs is EUFN (21.68%).
Across the lineup, Financials Equities ETFs show an average 1-year return of 8.73% and an average 5-year return of 10.19%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| iShares MSCI Europe Financials ETF | 21.68% | 3.79B | Jan 2010 | |
| iShares U.S. Insurance ETF | 15.88% | 473.96M | May 2006 | |
| iShares U.S. Broker-Dealers & Securities Exchanges... | 15.40% | 1.41B | May 2006 | |
| iShares Global Financials ETF | 14.44% | 607.66M | Nov 2001 | |
| Davis Select Financial ETF | 14.25% | 300.51M | Jan 2017 |
Lowest-Cost Financials Equities ETFs
The top Financials Equities ETFs is XLF (0.08%).
With an average expense ratio of 1.16%, Financials Equities ETFs remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| State Street Financial Select Sector SPDR ETF | 0.08% | 54.08B | Dec 1998 | |
| Fidelity MSCI Financials Index ETF | 0.08% | 2.23B | Oct 2013 | |
| Vanguard Financials ETF | 0.09% | 13.50B | Jan 2004 | |
| VanEck Financials TruSector ETF | 0.10% | 581.08K | Apr 2026 | |
| Gabelli Financial Services Opportunities ETF | 0.10% | 50.20M | May 2022 |
Highest-Yield Financials Equities ETFs
The top Financials Equities ETFs is KBWD (13.97%).
Across the lineup, Financials Equities ETFs show an average dividend yield of 3.32%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Invesco KBW High Dividend Yield Financial ETF | 13.97% | 421.36M | Dec 2010 | |
| FT Confluence BDC & Specialty Finance Income ETF | 12.16% | 34.39M | Jun 2025 | |
| VanEck BDC Income ETF | 11.98% | 1.60B | Feb 2013 | |
| ETRACS MVIS Business Development Companies Index E... | 11.84% | 11.38M | Oct 2015 | |
| State Street Financial Select Sector SPDR Premium ... | 11.38% | 6.39M | Jul 2025 |
Top ETFs Categories
Global Equities · 597 ETFsEurope Equities · 575 ETFsLeveraged Equities · 553 ETFsDerivative Income · 494 ETFsLarge Cap Blend Equities · 476 ETFsAsia Pacific Equities · 429 ETFsTechnology Equities · 412 ETFsDefined Outcome · 343 ETFsS&P 500 · 300 ETFsCorporate Bonds · 283 ETFsEmerging Markets Equities · 280 ETFsDividend · 274 ETFsGovernment Bonds · 262 ETFsLarge Cap Growth Equities · 246 ETFsForeign Large Cap Equities · 230 ETFsLarge Cap Value Equities · 201 ETFsHigh Yield Bonds · 199 ETFsCryptocurrency · 193 ETFsOptions Trading · 164 ETFsPrecious Metals · 159 ETFsHealth & Biotech Equities · 152 ETFsEnergy Equities · 151 ETFsMunicipal Bonds · 150 ETFsESG · 147 ETFsREIT · 146 ETFsJapan Equities · 140 ETFsEmerging Markets Bonds · 136 ETFsNasdaq-100 · 133 ETFsEuropean Government Bonds · 126 ETFsChina Equities · 125 ETFs
Top ETFs Comparisons
Compare the top ETFs symbols based on PortfoliosLab usage data.
XLF vs. SPYXLF vs. XLVXLF vs. KBEXLF vs. JPMXLF vs. IYFVFH vs. VOOVFH vs. FNCLVFH vs. IYFVFH vs. VHTVFH vs. VGTBIZD vs. ARCCBIZD vs. CEFSBIZD vs. PSPBIZD vs. PEXBIZD vs. PFLTKBWB vs. KBEKBWB vs. IYFKBWB vs. SPYKBWB vs. FTXOKBWB vs. DPSTIAI vs. KCEIAI vs. SPYIAI vs. QQQIAI vs. KIEIAI vs. FASPBDC vs. SPYIPBDC vs. STOTPBDC vs. HYBLPBDC vs. DBAPBDC vs. QQQIKRE vs. KBEKRE vs. IATKRE vs. DPSTKRE vs. NVDAKRE vs. VOOEUFN vs. FDDEUFN vs. GSIBEUFN vs. SPYEUFN vs. EURLEUFN vs. EIRLIAK vs. KIEIAK vs. KBWPIAK vs. IHEIAK vs. DIVBIAK vs. INFLKBWD vs. SCHDKBWD vs. JEPIKBWD vs. PGXKBWD vs. RIETKBWD vs. DX
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years