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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Xtrackers MSCI USA Financials UCITS ETF 1D | Financials Equities | Sep 12, 2017 | 0.12% | -9.02% | — | 1.21% | 9 | ||||||||
| iShares S&P U.S. Financials Index ETF | Financials Equities | Sep 6, 2023 | 0.25% | -8.47% | — | 0.93% | 8 | ||||||||
| Xtrackers MSCI World Financials UCITS ETF 1C | Financials Equities | Mar 4, 2016 | 0.25% | -4.68% | — | 0.00% | 40 | ||||||||
| BMO Equal Weight Banks Index ETF | Financials Equities | Oct 19, 2009 | 0.25% | 3.56% | 14.78% | 2.90% | 98 | ||||||||
| SPDR S&P US Financials Select Sector UCITS ETF | Financials Equities | Jul 7, 2015 | 0.15% | -8.52% | 11.96% | 0.00% | 9 | ||||||||
| BMO Covered Call Canadian Banks ETF | Financials Equities | Jan 9, 2024 | 0.71% | 2.89% | 11.43% | 5.42% | 98 | ||||||||
| BMO Covered Call US Banks ETF | Financials Equities | Feb 12, 2019 | 0.65% | -1.38% | — | 6.69% | 37 |
Risk vs. Return Scatterplot
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