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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 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
3.37%
Avg. 1 Year Return
8.07%
Median Risk/Return Score
22 / 100
The Best Financials Equities ETFs

24 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
EGV1.DE
Lyxor STOXX Europe 600 Insurance UCITS ETF DistFinancials EquitiesSep 3, 20200.30%
9.49%
—3.76%
44
ESIF.DE
iShares MSCI Europe Financials Sector UCITS ETF EU...Financials EquitiesNov 18, 20200.18%
13.99%
—0.00%
75
EXH2.DE
iShares STOXX Europe 600 Financial Services UCITS ...Financials EquitiesJul 8, 20020.46%
8.02%
11.96%
1.92%
24
EXH5.DE
iShares STOXX Europe 600 Insurance UCITS ETF (DE)Financials EquitiesJul 8, 20020.46%
9.84%
13.28%
3.50%
45
EXV1.DE
iShares STOXX Europe 600 Banks UCITS ETF (DE)Financials EquitiesApr 25, 20010.47%
17.98%
16.39%
3.58%
85
EXX1.DE
iShares EURO STOXX Banks 30-15 UCITS ETF (DE)Financials EquitiesApr 25, 20010.52%
14.58%
16.71%
2.63%
80
INDA.DE
Lyxor STOXX Europe 600 Banks UCITS ETF DistFinancials EquitiesSep 24, 20200.30%
17.86%
—4.60%
85
IUS2.DE
iShares S&P U.S. Banks UCITS ETF USD (Acc)Financials EquitiesMay 22, 20180.35%
15.63%
—0.00%
49
LBNK.DE
Lyxor STOXX Europe 600 Banks UCITS ETF AccFinancials EquitiesAug 25, 20060.30%
17.88%
16.28%
0.00%
85
LIRU.DE
Lyxor STOXX Europe 600 Insurance UCITS ETF AccFinancials EquitiesAug 18, 20060.30%
9.50%
—0.00%
44
LYBK.DE
Amundi Euro Stoxx Banks UCITS ETF AccFinancials EquitiesNov 8, 20180.30%
15.71%
17.46%
0.00%
80
LYPD.DE
Amundi MSCI World Financials UCITS ETF EUR AccFinancials EquitiesAug 23, 20100.30%
10.86%
12.79%
0.00%
61
QDVH.DE
iShares S&P 500 Financials Sector UCITS ETF (Acc)Financials Equities, S&P 500Nov 20, 20150.15%
5.35%
12.64%
0.00%
24
S7XE.DE
Invesco EURO STOXX Optimised Banks UCITS ETFFinancials EquitiesApr 11, 20110.30%
15.25%
16.67%
0.00%
76
SC02.DE
Invesco European Financials Sector UCITS ETFFinancials EquitiesJul 7, 20090.20%
6.75%
11.54%
0.00%
19
SC0U.DE
Invesco European Banks Sector UCITS ETFFinancials EquitiesJul 7, 20090.20%
16.23%
16.08%
0.00%
82
SC0Y.DE
Invesco European Insurance Sector UCITS ETF AccFinancials EquitiesJul 8, 20090.20%
9.33%
13.25%
0.00%
44
SPYZ.DE
SPDR MSCI Europe Financials UCITS ETFFinancials EquitiesDec 5, 20140.18%
13.71%
14.28%
0.00%
76
WELK.DE
Amundi S&P Global Financials ESG UCITS ETF EUR AccFinancials EquitiesSep 20, 20220.18%
12.32%
—0.00%
70
WELY.DE
Amundi S&P Global Financials ESG UCITS ETF EUR Dis...Financials EquitiesSep 20, 20220.18%
12.02%
—1.91%
69

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Best Financials Equities ETFs by Risk/Return Score

The top Financials Equities ETFs by PortfoliosLab Risk/Return Score are HSBH (91) and GSIB (86). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
SymbolNameRisk / Return RankAUMInception
HSBH
HSBC Holdings plc ADRhedged ETF
91
5.04MOct 2024
GSIB
Themes Global Systemically Important Banks ETF
86
28.48MDec 2023
KBWB
Invesco KBW Bank ETF
59
7.05BNov 2011
EUFN
iShares MSCI Europe Financials ETF
58
3.87BJan 2010
PSCF
Invesco S&P SmallCap Financials ETF
55
28.99MApr 2010

Best-Performing Financials Equities ETFs Over 5 Years

The top Financials Equities ETFs is EUFN (21.27%). Across the lineup, Financials Equities ETFs show an average 1-year return of 8.07% and an average 5-year return of 9.81%, providing a clearer view of performance across different investment horizons.
SymbolNameReturn 5YAUMInception
EUFN
iShares MSCI Europe Financials ETF
21.27%
3.87BJan 2010
IAK
iShares U.S. Insurance ETF
15.78%
511.05MMay 2006
IAI
iShares U.S. Broker-Dealers & Securities Exchanges...
14.72%
1.37BMay 2006
KBWP
Invesco KBW Property & Casualty Insurance ETF
14.22%
265.58MDec 2010
IXG
iShares Global Financials ETF
14.21%
663.40MNov 2001

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.
SymbolNameExpense RatioAUMInception
XLF
State Street Financial Select Sector SPDR ETF0.08%56.03BDec 1998
FNCL
Fidelity MSCI Financials Index ETF0.08%2.23BOct 2013
VFH
Vanguard Financials ETF0.09%13.90BJan 2004
GABF
Gabelli Financial Services Opportunities ETF0.10%50.20MMay 2022
TRUF
VanEck Financials TruSector ETF0.10%586.73KApr 2026

Highest-Yield Financials Equities ETFs

The top Financials Equities ETFs is KBWD (15.46%). Across the lineup, Financials Equities ETFs show an average dividend yield of 3.37%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
SymbolNameDividend YieldAUMInception
KBWD
Invesco KBW High Dividend Yield Financial ETF15.46%423.82MDec 2010
FBDC
FT Confluence BDC & Specialty Finance Income ETF12.31%34.82MJun 2025
BIZD
VanEck BDC Income ETF12.12%1.63BFeb 2013
BDCZ
ETRACS MVIS Business Development Companies Index E...11.98%11.09MOct 2015
PBDC
Putnam BDC Income ETF11.46%284.77MSep 2022

Top ETFs Categories

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Top ETFs Comparisons

Compare the top ETFs symbols based on PortfoliosLab usage data.
EXV1.DE vs. BNKE.LEXV1.DE vs. BNKS.LEXV1.DE vs. XSX6.DEEXV1.DE vs. IU5C.DEEXV1.DE vs. LYMS.DELYBK.DE vs. VOOLYBK.DE vs. XEON.DELYBK.DE vs. XDWI.DELYBK.DE vs. X7PP.LLYBK.DE vs. ^GSPCXDWF.DE vs. XLFQ.LXDWF.DE vs. WFIN.ASXDWF.DE vs. EGOXDWF.DE vs. FNCW.LXDWF.DE vs. KBWBEXX1.DE vs. LHTC.DEEXX1.DE vs. PR1C.DEEXX1.DE vs. BNKE.LEXX1.DE vs. SC0U.DEEXX1.DE vs. FNDEESIF.DE vs. EUFNESIF.DE vs. VUAA.LESIF.DE vs. VUAA.DEESIF.DE vs. VWCG.DEESIF.DE vs. XLFQDVH.DE vs. 2B7A.DEQDVH.DE vs. G2X.DEQDVH.DE vs. UIFS.LQDVH.DE vs. VOOQDVH.DE vs. SPGIINDA.DE vs. RIO.LINDA.DE vs. ZPDF.DEINDA.DE vs. SC0U.DEINDA.DE vs. EXSH.DEINDA.DE vs. WF1E.DEEXH5.DE vs. LIRU.DEEXH5.DE vs. XS6R.LEXH5.DE vs. ^GSPCEXH5.DE vs. ALV.DEEXH5.DE vs. SWDA.LLBNK.DE vs. GLDLBNK.DE vs. VWCE.DELBNK.DE vs. VJPU.LLBNK.DE vs. EPOLLBNK.DE vs. WEBN.DESPYZ.DE vs. XLFS.LSPYZ.DE vs. ISP.MISPYZ.DE vs. GOOGSPYZ.DE vs. X7PP.LSPYZ.DE vs. PLTR

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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