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
- 47
- Avg. Expense Ratio
- 0.59%
- Avg. Dividend Yield
- 3.98%
- Avg. 1 Year Return
- 10.17%
- Median Risk/Return Score
- 18 / 100
The Best Financials Equities ETFs
47 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco S&P SmallCap Financials ETF | Financials Equities | Apr 7, 2010 | 0.29% | 7.87% | 6.98% | 2.35% | 38 | ||||||||
| First Trust NASDAQ ABA Community Bank Index Fund | Financials Equities | Jun 29, 2009 | 0.60% | 11.94% | 7.08% | 2.32% | 35 | ||||||||
| Invesco S&P 500 Equal Weight Financials ETF | Financials Equities, S&P 500 | Nov 1, 2006 | 0.40% | -2.76% | 11.60% | 1.66% | 15 | ||||||||
| RiverNorth Enhanced Pre-Merger SPAC ETF | Financials Equities | Jul 11, 2022 | 0.90% | 1.72% | — | 11.85% | 25 | ||||||||
| T. Rowe Price Financials ETF | Financials Equities | Jun 11, 2025 | 0.44% | -2.80% | — | 0.51% | — | ||||||||
| Vanguard Financials ETF | Financials Equities | Jan 26, 2004 | 0.09% | -3.75% | 12.48% | 1.52% | 15 | ||||||||
| State Street Financial Select Sector SPDR ETF | Financials Equities | Dec 16, 1998 | 0.08% | -4.02% | 12.65% | 1.52% | 14 |
Best Financials Equities ETFs by Risk/Return Score
The top Financials Equities ETFs by PortfoliosLab Risk/Return Score are HSBH (84) and GSIB (71).
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 | 84 | 5.04M | Oct 2024 | |
| Themes Global Systemically Important Banks ETF | 71 | 26.09M | Dec 2023 | |
| Invesco KBW Bank ETF | 53 | 5.61B | Nov 2011 | |
| First Trust Nasdaq Bank ETF | 39 | 291.26M | Sep 2016 | |
| Invesco Bloomberg Financial Data Providers ETF | 38 | 49.70M | Nov 2011 |
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 10.17% 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% | 3.52B | Jan 2010 | |
| iShares U.S. Broker-Dealers & Securities Exchanges... | 13.55% | 1.39B | May 2006 | |
| iShares U.S. Insurance ETF | 12.47% | 367.54M | May 2006 | |
| SPDR S&P Capital Markets ETF | 12.10% | 440.70M | Nov 2005 | |
| iShares Global Financials ETF | 11.17% | 542.24M | 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% | 2.17B | Oct 2013 | |
| State Street Financial Select Sector SPDR ETF | 0.08% | 48.94B | 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 3.98%, 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% | 419.35M | Dec 2010 | |
| VanEck BDC Income ETF | 13.80% | 1.57B | Feb 2013 | |
| ProShares Global Listed Private Equity ETF | 12.81% | 10.87M | Feb 2013 | |
| RiverNorth Enhanced Pre-Merger SPAC ETF | 11.85% | 6.34M | Jul 2022 |
Top ETFs Categories
Leveraged Equities · 534 ETFsEurope Equities · 519 ETFsGlobal Equities · 462 ETFsLarge Cap Blend Equities · 451 ETFsDerivative Income · 434 ETFsTechnology Equities · 383 ETFsDefined Outcome · 330 ETFsS&P 500 · 282 ETFsLarge Cap Growth Equities · 248 ETFsDividend · 214 ETFsEmerging Markets Equities · 208 ETFsForeign Large Cap Equities · 207 ETFsCorporate Bonds · 199 ETFsAsia Pacific Equities · 188 ETFsCryptocurrency · 182 ETFsGovernment Bonds · 176 ETFsHigh Yield Bonds · 173 ETFsLarge Cap Value Equities · 173 ETFsOptions Trading · 158 ETFsMunicipal Bonds · 154 ETFsEnergy Equities · 151 ETFsHealth & Biotech Equities · 136 ETFsNasdaq-100 · 130 ETFsREIT · 130 ETFsPrecious Metals · 124 ETFsDiversified Portfolio · 118 ETFsChina Equities · 116 ETFsEuropean Government Bonds · 115 ETFsJapan Equities · 114 ETFsCommodities · 108 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. FTXOPBDC vs. SPYIPBDC vs. HYBLPBDC vs. STOTPBDC vs. QQQIPBDC vs. DBAIAI vs. KCEIAI vs. SPYIAI vs. QQQIAI vs. KIEIAI vs. FASKRE vs. KBEKRE vs. DPSTKRE vs. IATKRE vs. VOOKRE vs. NVDAEUFN vs. FDDEUFN vs. SPYEUFN vs. GSIBEUFN vs. EURLEUFN vs. IEURKBWD vs. SCHDKBWD vs. JEPIKBWD vs. PGXKBWD vs. RIETKBWD vs. SPYIAK vs. KIEIAK vs. KBWPIAK vs. IHEIAK vs. DIVBIAK vs. INFL
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