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The Best Financials Equities ETFs

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 41 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.

Click on any item in the list to see complete information, including risk and performance analysis.

Year-to-Date Return


10-Year Annualized Return


Sharpe Ratio


Omega ratio


Sortino ratio


Calmar ratio


Ulcer Index


10Y Volatility


Maximum Drawdown


Dividend Yield

SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
BDCZETRACS MVIS Business Development Companies Index ETNFinancials EquitiesOct 8, 20150.85%8.4%9.8%14.1%-55.6%0.1
BIDSAmplify Digital & Online Trading ETFFinancials EquitiesSep 22, 20210.59%10.1%-29.9%0.8%-56.1%-0.2
BIZDVanEck Vectors BDC Income ETFFinancials EquitiesFeb 11, 201310.92%8.9%6.7%13.5%-55.5%0.2
BNKS.LiShares S&P U.S. BanksFinancials EquitiesMay 22, 20180.35%-22.8%-4.5%0.0%-51.4%-0.9
CB5.LAmundi ETF MSCI Europe Banks UCITS ETFFinancials EquitiesDec 4, 20080.25%8.8%2.3%0.0%-56.5%0.6
CWFG.LAmundi MSCI World Financials ETF-C USDFinancials EquitiesJan 31, 20180.25%-3.2%9.1%0.0%-34.9%-0.1
CWFU.LAmundi MSCI World Financials ETF-C USDFinancials EquitiesJan 31, 20180.25%0.2%6.4%0.0%-43.6%-0.2
DFNLDavis Select Financial ETFFinancials Equities, Actively ManagedJan 11, 20170.64%-2.4%6.7%3.4%-44.5%-0.2
ESIF.LiShares MSCI Europe Financials Sector UCITS ETFFinancials EquitiesNov 18, 20200.18%6.2%13.1%0.0%-23.6%0.5
EUFNiShares MSCI Europe Financials ETFFinancials EquitiesJan 20, 20100.48%10.9%2.6%3.8%-53.3%0.5
FINW.LLyxor MSCI World Financials TR UCITSFinancials EquitiesAug 23, 20100.30%0.4%6.2%0.0%-43.6%-0.1
FNCLFidelity MSCI Financials Index ETFFinancials EquitiesOct 21, 20130.08%-3.6%8.9%3.0%-44.4%-0.2
FNCL.LSPDR® MSCI Europe Financials UCITS ETFFinancials EquitiesDec 5, 20140.18%9.8%3.8%0.0%-45.2%0.5
FTXOFirst Trust Nasdaq Bank ETFFinancials EquitiesSep 20, 20160.60%-17.5%3.1%4.3%-55.3%-0.8
FXOFirst Trust Financials AlphaDEX FundFinancials EquitiesMay 8, 20070.62%-8.7%9.3%3.3%-71.3%-0.4
IAIiShares U.S. Broker-Dealers & Securities Exchanges ETFFinancials EquitiesMay 1, 20060.41%-6.5%13.4%2.8%-75.3%-0.0
IAKiShares U.S. Insurance ETFFinancials EquitiesMay 5, 20060.43%-6.2%9.9%2.1%-77.4%-0.0
IATiShares U.S. Regional Banks ETFFinancials EquitiesMay 5, 20060.42%-27.5%4.3%4.9%-77.2%-1.0
IEFNiShares Evolved U.S. Financials ETFFinancials Equities, Actively ManagedMar 21, 20180.18%N/AN/AN/AN/AN/A
INDFNifty India Financials ETFFinancials EquitiesOct 20, 20200.75%5.1%13.3%3.0%-25.6%0.6

1–20 of 41

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.

0%Annualized Volatility0%Annualized Return

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