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Finance ETFs overview
- Pininvest Analysis
Reflecting the range and the complexity of finance related activities in modern economies, the ETF line-up of the sector is rich and diverse. Understanding of their variety, sub-industry coverage and mix, provides valuable insights both for potential investments and as trackers of broader economic trends
Insurance
While the insurance industry historically shows reliable performance, the track record of the 3 ETFs in our theme reflects the dismal, disaster prone year 2017
Financial Services
The performance of the ETFs with exposure to Financial Services puts the funds at the top of the Financial ETF category, but their coverage of banks, consumer lending, investment management companies and fund sponsors is far from uniform
Financials
Central to the financial ETF product offering, with mid-range performance and volatility, Financials are covered by all the major providers with large assets under management
Banks
Sensitive to local and regional trends, bank ETFs invested in small-cap regional and community banks may be front-running indicators of the economic cycle
We do not receive any commission or other form of compensation from the providers included in our 'Funds' presentation
Finance ETFs overview • Updated:
| Name | Ticker | Exchange | Category | SubCategory | Currency | Cur.Price | AUM | Perf. | Momentum | Vol. | Risk Contrib. | MDD |
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| Berkshire Hathaway | BRK_B | NYSE | - | - | USD | 240.51 | - | 16.6% | Weak Up | 35% | 3% | -26% |
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| Fidelity MSCI Financials Index ETF | FNCL | NYSEARCA | Finance | Broad Financials | USD | 46.48 | 931 M | 23.3% | Weak Up | 46% | 4% | -38% |
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| Financial Select Sector SPDR® | XLF | NYSEARCA | Finance | InestableMkt Size | USD | 32.31 | 20 B | 23.8% | Weak Up | 46% | 4% | -36% |
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| First Trust Financials AlphaDEX Fund | FXO | NYSEARCA | Finance | Broad Financials | USD | 39.23 | 1.8 B | 36.5% | Weak Up | 51% | 5% | -42% |
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| First Trust NASDAQ ABA Community Bank Index Fund | QABA | NASDAQ | Finance | Regional Banking EqWeight | USD | 53.28 | 116 M | 26.1% | Weak Up | 55% | 5% | -37% |
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| First Trust Nasdaq Bank ETF | FTXO | NASDAQ | Finance | National & Reg. Banking EqWeight | USD | 30.01 | 102 M | 35.1% | Weak Up | 59% | 6% | -43% |
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| Invesco KBW Bank ETF | KBWB | NASDAQ | Finance | National & Reg. Banking MktCapWeight | USD | 58.50 | 417 M | 27.2% | Weak Up | 58% | 5% | -41% |
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| Invesco KBW Property & Casualty Insurance | KBWP | NASDAQ | Finance | Insurance | USD | 70.53 | 94 M | 12.2% | Neutral | 42% | 4% | -33% |
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| Invesco KBW Regional Banking ETF | KBWR | NASDAQ | Finance | Regional Banking MktCapWeight | USD | 58.52 | 53 M | 35.6% | Strong Up | 61% | 5% | -39% |
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| Invesco S&P 500 Equally Weighted Financial ETF | RYF | NYSEARCA | Finance | InestableMkt Size | USD | 53.10 | 246 M | 32.3% | Weak Up | 47% | 4% | -38% |
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| Invesco S&P SmallCap Financials ETF | PSCF | NASDAQ | Finance | Small Cap Financials | USD | 54.66 | 62 M | 14.1% | Weak Up | 52% | 5% | -40% |
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| iShares Dow Jones US Financial Sector Index Fund | IYF | NYSEARCA | Finance | Broad Financials | USD | 71.36 | 1.6 B | 17.4% | Weak Up | 42% | 4% | -37% |
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| iShares MSCI Europe Financials ETF | EUFN | NASDAQ | Europe | InvestableMkt Sectors | USD | 18.72 | 689 M | 11.9% | Weak Up | 45% | 4% | -37% |
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| iShares U.S. Broker-Dealers & Securities Exchanges ETF | IAI | NYSEARCA | Finance | Financial Services/Supporting Activities | USD | 89.69 | 225 M | 43.4% | Weak Up | 42% | 4% | -35% |
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| iShares U.S. Financial Services ETF | IYG | NYSEARCA | Finance | Financial Services/Supporting Activities | USD | 163.81 | 1.2 B | 25.7% | Weak Up | 47% | 4% | -37% |
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| iShares U.S. Insurance ETF | IAK | NYSEARCA | Finance | Insurance | USD | 70.95 | 83 M | 13.6% | Neutral | 44% | 4% | -38% |
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| iShares U.S. Regional Banks ETF | IAT | NYSEARCA | Finance | Regional Banking MktCapWeight | USD | 54.43 | 298 M | 34.9% | Weak Up | 60% | 6% | -42% |
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| SPDR S&P Bank ETF | KBE | NYSEARCA | Finance | National & Reg. Banking EqWeight | USD | 49.73 | 1.3 B | 31.0% | Weak Up | 59% | 6% | -42% |
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| SPDR S&P Capital Markets ETF | KCE | NYSEARCA | Finance | Financial Services/Supporting Activities | USD | 80.63 | 35 M | 48.6% | Weak Up | 38% | 3% | -34% |
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| SPDR S&P Insurance ETF | KIE | NYSEARCA | Finance | Insurance | USD | 34.99 | 786 M | 12.2% | Neutral | 45% | 4% | -38% |
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| SPDR S&P Regional Banking ETF | KRE | NYSEARCA | Finance | Regional Banking EqWeight | USD | 64.26 | 1.4 B | 38.3% | Weak Up | 62% | 6% | -43% |
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| Vanguard Financials Index Fund | VFH | NYSEARCA | Finance | Broad Financials | USD | 80.18 | 6.9 B | 23.7% | Weak Up | 47% | 4% | -38% |
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