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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.


Category is Financials Equities
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
iShares MSCI Kuwait ETFFinancials EquitiesSep 1, 20200.74%
-5.00%
5.68%
24
Lyxor STOXX Europe 600 Banks UCITS ETF AccFinancials EquitiesAug 25, 20060.30%
-3.17%
13.59%
0.00%
76
Lyxor STOXX Europe 600 Insurance UCITS ETF AccFinancials EquitiesAug 18, 20060.30%
-2.50%
11.68%
0.00%
26
Amundi Euro Stoxx Banks UCITS ETF AccFinancials EquitiesNov 8, 20180.30%
-6.90%
0.00%
71
Amundi MSCI World Financials UCITS ETF EUR AccFinancials EquitiesAug 23, 20100.30%
-5.06%
11.69%
0.00%
27
Putnam BDC Income ETFFinancials EquitiesSep 29, 20226.79%
-10.13%
11.72%
3
ProShares Global Listed Private Equity ETFFinancials EquitiesFeb 26, 20133.13%
-12.52%
4.56%
12.82%
3
Invesco Dorsey Wright Financial Momentum ETFFinancials EquitiesOct 12, 20060.60%
-6.41%
7.71%
0.76%
12
Invesco S&P SmallCap Financials ETFFinancials EquitiesApr 7, 20100.29%
0.53%
6.92%
2.52%
24
First Trust NASDAQ ABA Community Bank Index FundFinancials EquitiesJun 29, 20090.60%
4.83%
7.29%
2.47%
32
iShares S&P 500 Financials Sector UCITS ETF (Acc)Financials Equities, S&P 500Nov 20, 20150.15%
-8.53%
11.98%
0.00%
8
RBC Canadian Bank Yield Index ETFFinancials EquitiesOct 19, 20170.32%
3.41%
3.42%
98
Invesco S&P 500 Equal Weight Financials ETFFinancials Equities, S&P 500Nov 1, 20060.40%
-8.17%
11.54%
1.76%
11
Invesco EURO STOXX Optimised Banks UCITS ETFFinancials EquitiesApr 11, 20110.30%
-7.11%
13.39%
0.00%
66
Invesco EURO STOXX Optimised Banks UCITS ETFFinancials EquitiesApr 11, 20110.30%
-6.79%
14.44%
0.00%
76
Invesco European Financials Sector UCITS ETFFinancials EquitiesJul 7, 20090.20%
-3.87%
10.11%
0.00%
13
Invesco European Banks Sector UCITS ETFFinancials EquitiesJul 7, 20090.20%
-4.91%
13.19%
0.00%
71
Invesco European Insurance Sector UCITS ETF AccFinancials EquitiesJul 8, 20090.20%
-2.16%
11.31%
0.00%
26
Evolve Big Six Canadian Banks UltraYield Index ETFFinancials EquitiesDec 1, 20250.60%
2.53%
6.50%
CrossingBridge Pre-Merger SPAC ETFFinancials EquitiesSep 20, 20210.81%
2.84%
13.66%
29

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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.

0%Annualized Volatility0%Annualized Return

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