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
The Best Financials Equities ETFs
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| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SPDR MSCI World Financials UCITS ETF | Financials Equities | Apr 29, 2016 | 0.30% | 1.19% | 11.87% | 0.00% | 27 |
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 |
|---|---|---|---|---|
| Themes Global Systemically Important Banks ETF | 71 | 26.29M | Dec 2023 | |
| Invesco KBW Bank ETF | 53 | 5.32B | Nov 2011 | |
| First Trust Nasdaq Bank ETF | 39 | 286.76M | Sep 2016 | |
| Invesco Bloomberg Financial Data Providers ETF | 38 | 51.11M | Nov 2011 | |
| 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 |
|---|---|---|---|---|
| iShares MSCI Europe Financials ETF | 17.28% | 3.64B | Jan 2010 | |
| iShares U.S. Broker-Dealers & Securities Exchanges... | 13.55% | 1.43B | May 2006 | |
| iShares U.S. Insurance ETF | 12.47% | 359.47M | May 2006 | |
| SPDR S&P Capital Markets ETF | 12.10% | 449.09M | Nov 2005 | |
| 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 |
|---|---|---|---|---|
| Fidelity MSCI Financials Index ETF | 0.08% | 2.21B | Oct 2013 | |
| State Street Financial Select Sector SPDR ETF | 0.08% | 49.47B | Dec 1998 | |
| Vanguard Financials ETF | 0.09% | 13.70B | Jan 2004 | |
| Gabelli Financial Services Opportunities ETF | 0.10% | 50.20M | May 2022 | |
| 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 |
|---|---|---|---|---|
| Nifty India Financials ETF | 21.29% | 10.83M | Oct 2020 | |
| Invesco KBW High Dividend Yield Financial ETF | 14.32% | 426.58M | Dec 2010 | |
| VanEck BDC Income ETF | 13.80% | 1.57B | Feb 2013 | |
| ProShares Global Listed Private Equity ETF | 12.81% | 11.12M | Feb 2013 | |
| RiverNorth Enhanced Pre-Merger SPAC ETF | 11.85% | 6.34M | Jul 2022 |
Top ETFs Categories
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Top ETFs Comparisons
Compare the top ETFs symbols based on PortfoliosLab usage data.
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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