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

50 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
IAI	iShares U.S. Broker-Dealers & Securities Exchanges...	Financials Equities	May 1, 2006	0.38%	5.98%	19.71%	1.08%	18
IAK	iShares U.S. Insurance ETF	Financials Equities	May 5, 2006	0.38%	10.68%	13.57%	2.41%	38
IAT	iShares U.S. Regional Banks ETF	Financials Equities	May 5, 2006	0.42%	16.40%	10.03%	2.55%	35
INDF	Nifty India Financials ETF	Financials Equities	Oct 20, 2020	0.75%	—	—	—	—
IXG	iShares Global Financials ETF	Financials Equities	Nov 12, 2001	0.46%	8.53%	13.46%	2.19%	43
IYF	iShares U.S. Financials ETF	Financials Equities	May 31, 2000	0.42%	4.45%	13.86%	1.43%	22
IYG	iShares U.S. Financial Services ETF	Financials Equities	Jun 12, 2000	0.42%	2.61%	15.10%	1.05%	18
KBE	SPDR S&P Bank ETF	Financials Equities	Nov 8, 2005	0.35%	14.55%	11.23%	2.13%	31
KBWB	Invesco KBW Bank ETF	Financials Equities	Nov 1, 2011	0.35%	15.40%	14.14%	1.93%	52
KBWD	Invesco KBW High Dividend Yield Financial ETF	Financials Equities, Dividend	Dec 2, 2010	5.39%	-3.66%	4.99%	14.21%	8
KBWP	Invesco KBW Property & Casualty Insurance ETF	Financials Equities	Dec 2, 2010	0.35%	6.78%	12.83%	1.83%	28
KCE	SPDR S&P Capital Markets ETF	Financials Equities	Nov 8, 2005	0.35%	5.59%	18.24%	1.71%	15
KIE	SPDR S&P Insurance ETF	Financials Equities	Nov 8, 2005	0.35%	8.03%	12.56%	1.52%	23
KRE	SPDR S&P Regional Banking ETF	Financials Equities	Jun 19, 2006	0.35%	17.18%	9.71%	2.13%	32
KWT	iShares MSCI Kuwait ETF	Financials Equities	Sep 1, 2020	0.74%	-2.05%	—	5.62%	10
LBO	WHITEWOLF Publicly Listed Private Equity ETF	Financials Equities	Nov 30, 2023	0.70%	-13.01%	—	6.84%	4
PBDC	Putnam BDC Income ETF	Financials Equities	Sep 29, 2022	13.49%	-8.86%	—	11.53%	4
PBEU	Portfolio Building Block European Banks Index ETF	Financials Equities, Europe Equities	Nov 24, 2025	0.13%	16.67%	—	0.01%	—
PEX	ProShares Global Listed Private Equity ETF	Financials Equities	Feb 26, 2013	3.13%	-9.98%	5.05%	8.82%	3
PFI	Invesco Dorsey Wright Financial Momentum ETF	Momentum, Financials Equities	Oct 12, 2006	0.60%	9.22%	8.88%	0.98%	21

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
HSBH	HSBC Holdings plc ADRhedged ETF	92	5.04M	Oct 2024
GSIB	Themes Global Systemically Important Banks ETF	82	27.62M	Dec 2023
EUFN	iShares MSCI Europe Financials ETF	54	3.77B	Jan 2010
KBWB	Invesco KBW Bank ETF	52	6.65B	Nov 2011
PSCF	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
EUFN	iShares MSCI Europe Financials ETF	21.76%	3.77B	Jan 2010
IAK	iShares U.S. Insurance ETF	16.67%	449.01M	May 2006
IAI	iShares U.S. Broker-Dealers & Securities Exchanges...	15.78%	1.39B	May 2006
KBWP	Invesco KBW Property & Casualty Insurance ETF	14.81%	282.57M	Dec 2010
IXG	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
XLF	State Street Financial Select Sector SPDR ETF	0.08%	52.79B	Dec 1998
FNCL	Fidelity MSCI Financials Index ETF	0.08%	2.17B	Oct 2013
VFH	Vanguard Financials ETF	0.09%	13.50B	Jan 2004
GABF	Gabelli Financial Services Opportunities ETF	0.10%	50.20M	May 2022
TRUF	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
KBWD	Invesco KBW High Dividend Yield Financial ETF	14.21%	422.19M	Dec 2010
FBDC	FT Confluence BDC & Specialty Finance Income ETF	12.43%	34.30M	Jun 2025
BIZD	VanEck BDC Income ETF	12.32%	1.61B	Feb 2013
SPCZ	RiverNorth Enhanced Pre-Merger SPAC ETF	11.82%	7.15M	Jul 2022
PBDC	Putnam BDC Income ETF	11.53%	283.20M	Sep 2022

Top ETFs Categories

Leveraged Equities · 545 ETFs Europe Equities · 530 ETFs Global Equities · 481 ETFs Derivative Income · 475 ETFs Large Cap Blend Equities · 425 ETFs Asia Pacific Equities · 415 ETFs Technology Equities · 379 ETFs Defined Outcome · 340 ETFs S&P 500 · 289 ETFs Emerging Markets Equities · 239 ETFs Large Cap Growth Equities · 239 ETFs Dividend · 225 ETFs Corporate Bonds · 218 ETFs Foreign Large Cap Equities · 218 ETFs Government Bonds · 217 ETFs Cryptocurrency · 184 ETFs Large Cap Value Equities · 178 ETFs High Yield Bonds · 175 ETFs Options Trading · 164 ETFs Precious Metals · 158 ETFs Municipal Bonds · 150 ETFs Energy Equities · 143 ETFs Health & Biotech Equities · 139 ETFs REIT · 136 ETFs Nasdaq-100 · 129 ETFs Japan Equities · 125 ETFs Diversified Portfolio · 120 ETFs European Government Bonds · 116 ETFs China Equities · 114 ETFs Gold · 111 ETFs

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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