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
- 50
- Avg. Expense Ratio
- 1.16%
- Avg. Dividend Yield
- 3.51%
- Avg. 1 Year Return
- 9.08%
- Median Risk/Return Score
- 21 / 100
The Best Financials Equities ETFs
50 results
Best Financials Equities ETFs by Risk/Return Score
The top Financials Equities ETFs by PortfoliosLab Risk/Return Score are HSBH (92) and GSIB (82).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| HSBC Holdings plc ADRhedged ETF | 92 | 5.04M | Oct 2024 | |
| Themes Global Systemically Important Banks ETF | 82 | 27.62M | Dec 2023 | |
| iShares MSCI Europe Financials ETF | 54 | 3.77B | Jan 2010 | |
| Invesco KBW Bank ETF | 52 | 6.65B | Nov 2011 | |
| Invesco S&P SmallCap Financials ETF | 45 | 27.01M | Apr 2010 |
Best-Performing Financials Equities ETFs Over 5 Years
The top Financials Equities ETFs is EUFN (21.76%).
Across the lineup, Financials Equities ETFs show an average 1-year return of 9.08% and an average 5-year return of 10.22%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| iShares MSCI Europe Financials ETF | 21.76% | 3.77B | Jan 2010 | |
| iShares U.S. Insurance ETF | 16.67% | 449.01M | May 2006 | |
| iShares U.S. Broker-Dealers & Securities Exchanges... | 15.78% | 1.39B | May 2006 | |
| Invesco KBW Property & Casualty Insurance ETF | 14.81% | 282.57M | Dec 2010 | |
| iShares Global Financials ETF | 14.58% | 600.89M | 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 |
|---|---|---|---|---|
| State Street Financial Select Sector SPDR ETF | 0.08% | 52.79B | Dec 1998 | |
| Fidelity MSCI Financials Index ETF | 0.08% | 2.17B | Oct 2013 | |
| Vanguard Financials ETF | 0.09% | 13.50B | Jan 2004 | |
| Gabelli Financial Services Opportunities ETF | 0.10% | 50.20M | May 2022 | |
| VanEck Financials TruSector ETF | 0.10% | 580.26K | Apr 2026 |
Highest-Yield Financials Equities ETFs
The top Financials Equities ETFs is KBWD (14.21%).
Across the lineup, Financials Equities ETFs show an average dividend yield of 3.51%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Invesco KBW High Dividend Yield Financial ETF | 14.21% | 422.19M | Dec 2010 | |
| FT Confluence BDC & Specialty Finance Income ETF | 12.43% | 34.30M | Jun 2025 | |
| VanEck BDC Income ETF | 12.32% | 1.61B | Feb 2013 | |
| RiverNorth Enhanced Pre-Merger SPAC ETF | 11.82% | 7.15M | Jul 2022 | |
| Putnam BDC Income ETF | 11.53% | 283.20M | Sep 2022 |
Top ETFs Categories
Leveraged Equities · 545 ETFsEurope Equities · 530 ETFsGlobal Equities · 481 ETFsDerivative Income · 475 ETFsLarge Cap Blend Equities · 425 ETFsAsia Pacific Equities · 415 ETFsTechnology Equities · 379 ETFsDefined Outcome · 340 ETFsS&P 500 · 289 ETFsEmerging Markets Equities · 239 ETFsLarge Cap Growth Equities · 239 ETFsDividend · 225 ETFsCorporate Bonds · 218 ETFsForeign Large Cap Equities · 218 ETFsGovernment Bonds · 217 ETFsCryptocurrency · 184 ETFsLarge Cap Value Equities · 178 ETFsHigh Yield Bonds · 175 ETFsOptions Trading · 164 ETFsPrecious Metals · 158 ETFsMunicipal Bonds · 150 ETFsEnergy Equities · 143 ETFsHealth & Biotech Equities · 139 ETFsREIT · 136 ETFsNasdaq-100 · 129 ETFsJapan Equities · 125 ETFsDiversified Portfolio · 120 ETFsEuropean Government Bonds · 116 ETFsChina Equities · 114 ETFsGold · 111 ETFs
Top ETFs Comparisons
Compare the top ETFs symbols based on PortfoliosLab usage data.
XLF vs. SPYXLF vs. XLVXLF vs. KBEXLF vs. JPMXLF vs. IYFVFH vs. VOOVFH vs. FNCLVFH vs. IYFVFH vs. VHTVFH vs. VGTBIZD vs. ARCCBIZD vs. CEFSBIZD vs. PSPBIZD vs. PEXBIZD vs. PFLTKBWB vs. KBEKBWB vs. IYFKBWB vs. SPYKBWB vs. DPSTKBWB vs. FTXOIAI vs. KCEIAI vs. SPYIAI vs. QQQIAI vs. KIEIAI vs. FASPBDC vs. SPYIPBDC vs. STOTPBDC vs. HYBLPBDC vs. QQQIPBDC vs. DBAKRE vs. KBEKRE vs. IATKRE vs. DPSTKRE vs. NVDAKRE vs. VOOEUFN vs. FDDEUFN vs. GSIBEUFN vs. SPYEUFN vs. EURLEUFN vs. EIRLIAK vs. KIEIAK vs. KBWPIAK vs. IHEIAK vs. DIVBIAK vs. INFLKBWD vs. SCHDKBWD vs. JEPIKBWD vs. PGXKBWD vs. RIETKBWD vs. DX
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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5 Years