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: 46
Avg. Expense Ratio: 0.59%
Avg. Dividend Yield: 4.06%
Avg. 1 Year Return: 8.82%
Median Risk/Return Score: 17 / 100

22 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank	Max. Drawdown	Sharpe Ratio	Sortino Ratio	Omega Ratio	Martin Ratio	Calmar Ratio	Ulcer Index
XUFB.L	Xtrackers MSCI USA Banks UCITS ETF 1D	Financials Equities	Dec 3, 2018	0.12%	-0.52%	—	1.76%	37
XWFS.L	Xtrackers MSCI World Financials UCITS ETF 1C	Financials Equities	Mar 4, 2016	0.25%	0.60%	—	0.00%	34

Best Financials Equities ETFs by Risk/Return Score

The top Financials Equities ETFs by PortfoliosLab Risk/Return Score are GSIB (71) and KBWB (53). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
GSIB	Themes Global Systemically Important Banks ETF	71	26.29M	Dec 2023
KBWB	Invesco KBW Bank ETF	53	5.32B	Nov 2011
FTXO	First Trust Nasdaq Bank ETF	39	286.76M	Sep 2016
FDIQ	Invesco Bloomberg Financial Data Providers ETF	38	51.11M	Nov 2011
PSCF	Invesco S&P SmallCap Financials ETF	38	24.48M	Apr 2010

Best-Performing Financials Equities ETFs Over 5 Years

The top Financials Equities ETFs is EUFN (17.28%). Across the lineup, Financials Equities ETFs show an average 1-year return of 8.82% and an average 5-year return of 7.29%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
EUFN	iShares MSCI Europe Financials ETF	17.28%	3.64B	Jan 2010
IAI	iShares U.S. Broker-Dealers & Securities Exchanges...	13.55%	1.43B	May 2006
IAK	iShares U.S. Insurance ETF	12.47%	359.47M	May 2006
KCE	SPDR S&P Capital Markets ETF	12.10%	449.09M	Nov 2005
IXG	iShares Global Financials ETF	11.17%	542.62M	Nov 2001

Lowest-Cost Financials Equities ETFs

The top Financials Equities ETFs is FNCL (0.08%). With an average expense ratio of 0.59%, 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
FNCL	Fidelity MSCI Financials Index ETF	0.08%	2.21B	Oct 2013
XLF	State Street Financial Select Sector SPDR ETF	0.08%	49.47B	Dec 1998
VFH	Vanguard Financials ETF	0.09%	13.70B	Jan 2004
GABF	Gabelli Financial Services Opportunities ETF	0.10%	50.20M	May 2022
PBEU	Portfolio Building Block European Banks Index ETF	0.13%	22.30M	Nov 2025

Highest-Yield Financials Equities ETFs

The top Financials Equities ETFs is INDF (21.29%). Across the lineup, Financials Equities ETFs show an average dividend yield of 4.06%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
INDF	Nifty India Financials ETF	21.29%	10.83M	Oct 2020
KBWD	Invesco KBW High Dividend Yield Financial ETF	14.32%	426.58M	Dec 2010
BIZD	VanEck BDC Income ETF	13.80%	1.57B	Feb 2013
PEX	ProShares Global Listed Private Equity ETF	12.81%	11.12M	Feb 2013
SPCZ	RiverNorth Enhanced Pre-Merger SPAC ETF	11.85%	6.34M	Jul 2022

Top ETFs Categories

Leveraged Equities · 533 ETFs Europe Equities · 519 ETFs Global Equities · 460 ETFs Large Cap Blend Equities · 451 ETFs Derivative Income · 430 ETFs Technology Equities · 382 ETFs Defined Outcome · 328 ETFs S&P 500 · 281 ETFs Large Cap Growth Equities · 249 ETFs Dividend · 213 ETFs Emerging Markets Equities · 207 ETFs Foreign Large Cap Equities · 205 ETFs Corporate Bonds · 200 ETFs Asia Pacific Equities · 188 ETFs Cryptocurrency · 182 ETFs Government Bonds · 175 ETFs Large Cap Value Equities · 172 ETFs High Yield Bonds · 170 ETFs Options Trading · 158 ETFs Energy Equities · 151 ETFs Municipal Bonds · 143 ETFs Health & Biotech Equities · 135 ETFs Nasdaq-100 · 130 ETFs REIT · 130 ETFs Precious Metals · 122 ETFs Diversified Portfolio · 118 ETFs China Equities · 115 ETFs European Government Bonds · 115 ETFs Japan Equities · 113 ETFs Commodities · 108 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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