BNKS.L vs. VFH
Compare and contrast key facts about iShares S&P U.S. Banks (BNKS.L) and Vanguard Financials ETF (VFH).
BNKS.L and VFH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BNKS.L is a passively managed fund by iShares that tracks the performance of the MSCI World/Financials NR USD. It was launched on May 22, 2018. VFH is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Financials 25/50 Index. It was launched on Jan 26, 2004. Both BNKS.L and VFH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BNKS.L vs. VFH - Performance Comparison
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BNKS.L vs. VFH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BNKS.L iShares S&P U.S. Banks | -2.97% | 20.45% | 28.55% | -3.74% | -18.79% | 39.71% | -12.04% | 36.28% | -24.32% |
VFH Vanguard Financials ETF | -9.19% | 14.91% | 30.44% | 14.17% | -12.31% | 35.22% | -1.96% | 31.57% | -15.28% |
Returns By Period
In the year-to-date period, BNKS.L achieves a -2.97% return, which is significantly higher than VFH's -9.19% return.
BNKS.L
- 1D
- 3.24%
- 1M
- -1.45%
- YTD
- -2.97%
- 6M
- 4.50%
- 1Y
- 23.60%
- 3Y*
- 22.08%
- 5Y*
- 5.16%
- 10Y*
- —
VFH
- 1D
- 0.02%
- 1M
- -3.54%
- YTD
- -9.19%
- 6M
- -6.32%
- 1Y
- 2.78%
- 3Y*
- 17.95%
- 5Y*
- 9.33%
- 10Y*
- 12.30%
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BNKS.L vs. VFH - Expense Ratio Comparison
BNKS.L has a 0.35% expense ratio, which is higher than VFH's 0.10% expense ratio.
Return for Risk
BNKS.L vs. VFH — Risk / Return Rank
BNKS.L
VFH
BNKS.L vs. VFH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P U.S. Banks (BNKS.L) and Vanguard Financials ETF (VFH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BNKS.L | VFH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.14 | +0.78 |
Sortino ratioReturn per unit of downside risk | 1.32 | 0.32 | +1.00 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.05 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.35 | 0.18 | +1.17 |
Martin ratioReturn relative to average drawdown | 4.23 | 0.54 | +3.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BNKS.L | VFH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.14 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.48 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.24 | -0.06 |
Correlation
The correlation between BNKS.L and VFH is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BNKS.L vs. VFH - Dividend Comparison
BNKS.L has not paid dividends to shareholders, while VFH's dividend yield for the trailing twelve months is around 1.61%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNKS.L iShares S&P U.S. Banks | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFH Vanguard Financials ETF | 1.61% | 1.55% | 1.75% | 2.08% | 2.31% | 1.87% | 2.21% | 2.17% | 2.30% | 1.53% | 1.63% | 2.00% |
Drawdowns
BNKS.L vs. VFH - Drawdown Comparison
The maximum BNKS.L drawdown since its inception was -51.35%, smaller than the maximum VFH drawdown of -78.61%. Use the drawdown chart below to compare losses from any high point for BNKS.L and VFH.
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Drawdown Indicators
| BNKS.L | VFH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.35% | -78.61% | +27.26% |
Max Drawdown (1Y)Largest decline over 1 year | -17.07% | -14.75% | -2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -50.15% | -25.66% | -24.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.42% | — |
Current DrawdownCurrent decline from peak | -11.58% | -11.95% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -17.98% | -18.62% | +0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.39% | 4.99% | +0.40% |
Volatility
BNKS.L vs. VFH - Volatility Comparison
iShares S&P U.S. Banks (BNKS.L) has a higher volatility of 7.60% compared to Vanguard Financials ETF (VFH) at 4.85%. This indicates that BNKS.L's price experiences larger fluctuations and is considered to be riskier than VFH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BNKS.L | VFH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.60% | 4.85% | +2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 15.44% | 11.75% | +3.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.55% | 19.93% | +5.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.75% | 19.37% | +8.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.71% | 22.55% | +9.16% |