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

26 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
BNKE.L	Lyxor EURO STOXX Banks (DR) UCITS ETF - Acc	Financials Equities	Nov 8, 2018	0.30%	13.03%	—	0.00%	79
BNKS.L	iShares S&P U.S. Banks	Financials Equities	May 22, 2018	0.35%	12.84%	—	0.00%	42
CB5.L	Amundi ETF MSCI Europe Banks UCITS ETF	Financials Equities	Dec 4, 2008	0.25%	15.13%	0.93%	0.00%	84
DPAY.L	L&G Digital Payments UCITS ETF USD (Acc)	Technology Equities, Financials Equities, Small Cap Blend Equities, Global Equities	May 26, 2021	0.49%	0.66%	—	0.00%	7
ESIF.L	iShares MSCI Europe Financials Sector UCITS ETF	Financials Equities	Nov 18, 2020	0.18%	11.18%	—	0.00%	73
FING.L	Global X FinTech UCITS ETF USD Distributing	Financials Equities	Aug 23, 2010	0.60%	-13.25%	—	0.08%	3
FINW.L	Lyxor MSCI World Financials TR UCITS	Financials Equities	Aug 23, 2010	0.30%	8.13%	13.23%	0.00%	50
FNCE.L	SPDR MSCI Europe Financials UCITS ETF	Financials Equities	Dec 5, 2014	0.18%	11.38%	12.46%	0.00%	73
FNCL.L	SPDR® MSCI Europe Financials UCITS ETF	Financials Equities	Dec 5, 2014	0.18%	14.09%	14.28%	0.00%	76
FNCW.L	SPDR MSCI World Financials UCITS ETF	Financials Equities	Apr 29, 2016	0.30%	8.56%	9.99%	0.00%	59
GXLF.L	SPDR S&P US Financials Select Sector UCITS ETF	Financials Equities	Jul 7, 2015	0.15%	3.35%	9.81%	0.00%	23
IDPE.L	iShares Listed Private Equity UCITS ETF USD (Dist)	Financials Equities, Mid Cap Value Equities, Global Equities	Mar 16, 2007	0.75%	-12.96%	10.45%	3.90%	3
IPRV.L	iShares Listed Private Equity UCITS ETF USD (Dist)	Financials Equities	Mar 16, 2007	0.75%	-12.60%	10.20%	3.93%	2
IUFS.L	iShares S&P 500 Financials Sector UCITS ETF USD Ac...	Financials Equities, S&P 500	Nov 20, 2015	0.15%	2.59%	13.09%	0.00%	21
S7XP.L	Invesco EURO STOXX Optimised Banks UCITS ETF	Financials Equities	Apr 11, 2011	0.30%	12.63%	16.81%	0.00%	74
UIFS.L	iShares S&P 500 Financials Sector UCITS ETF USD (A...	Financials Equities, S&P 500	Nov 20, 2015	0.15%	3.01%	12.80%	0.00%	21
WDFE.L	Invesco S&P World Financials ESG UCITS ETF Acc	Financials Equities	Apr 12, 2023	0.18%	8.84%	—	0.00%	56
WFIN.L	State Street SPDR MSCI World Financials UCITS ETF ...	Financials Equities	Apr 29, 2016	0.30%	8.14%	13.28%	0.00%	49
X7PP.L	Invesco European Banks Sector UCITS ETF	Financials Equities	Jul 7, 2009	0.20%	13.63%	16.24%	0.00%	81
X7PS.L	Invesco STOXX Europe 600 Optimised Banks UCITS ETF...	Europe Equities, Financials Equities	Jul 7, 2009	0.20%	16.77%	16.09%	0.00%	83

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.

Symbol	Name	Risk / Return Rank	AUM	Inception
HSBH	HSBC Holdings plc ADRhedged ETF	91	5.04M	Oct 2024
GSIB	Themes Global Systemically Important Banks ETF	86	28.48M	Dec 2023
KBWB	Invesco KBW Bank ETF	59	7.05B	Nov 2011
EUFN	iShares MSCI Europe Financials ETF	58	3.87B	Jan 2010
PSCF	Invesco S&P SmallCap Financials ETF	55	28.99M	Apr 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.

Symbol	Name	Return 5Y	AUM	Inception
EUFN	iShares MSCI Europe Financials ETF	21.27%	3.87B	Jan 2010
IAK	iShares U.S. Insurance ETF	15.78%	511.05M	May 2006
IAI	iShares U.S. Broker-Dealers & Securities Exchanges...	14.72%	1.37B	May 2006
KBWP	Invesco KBW Property & Casualty Insurance ETF	14.22%	265.58M	Dec 2010
IXG	iShares Global Financials ETF	14.21%	663.40M	Nov 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.

Symbol	Name	Expense Ratio	AUM	Inception
XLF	State Street Financial Select Sector SPDR ETF	0.08%	56.03B	Dec 1998
FNCL	Fidelity MSCI Financials Index ETF	0.08%	2.23B	Oct 2013
VFH	Vanguard Financials ETF	0.09%	13.90B	Jan 2004
GABF	Gabelli Financial Services Opportunities ETF	0.10%	50.20M	May 2022
TRUF	VanEck Financials TruSector ETF	0.10%	586.73K	Apr 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.

Symbol	Name	Dividend Yield	AUM	Inception
KBWD	Invesco KBW High Dividend Yield Financial ETF	15.46%	423.82M	Dec 2010
FBDC	FT Confluence BDC & Specialty Finance Income ETF	12.31%	34.82M	Jun 2025
BIZD	VanEck BDC Income ETF	12.12%	1.63B	Feb 2013
BDCZ	ETRACS MVIS Business Development Companies Index E...	11.98%	11.09M	Oct 2015
PBDC	Putnam BDC Income ETF	11.46%	284.77M	Sep 2022

Top ETFs Categories

Global Equities · 596 ETFs Europe Equities · 575 ETFs Leveraged Equities · 553 ETFs Derivative Income · 492 ETFs Large Cap Blend Equities · 475 ETFs Asia Pacific Equities · 429 ETFs Technology Equities · 412 ETFs Defined Outcome · 343 ETFs S&P 500 · 300 ETFs Corporate Bonds · 283 ETFs Emerging Markets Equities · 280 ETFs Dividend · 273 ETFs Government Bonds · 262 ETFs Large Cap Growth Equities · 246 ETFs Foreign Large Cap Equities · 230 ETFs Large Cap Value Equities · 201 ETFs High Yield Bonds · 198 ETFs Cryptocurrency · 193 ETFs Options Trading · 164 ETFs Precious Metals · 159 ETFs Health & Biotech Equities · 152 ETFs Energy Equities · 151 ETFs Municipal Bonds · 149 ETFs ESG · 147 ETFs REIT · 146 ETFs Japan Equities · 140 ETFs Emerging Markets Bonds · 136 ETFs Nasdaq-100 · 133 ETFs European Government Bonds · 126 ETFs China Equities · 125 ETFs

Top ETFs Comparisons

Compare the top ETFs symbols based on PortfoliosLab usage data.

Symbol name

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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