Finance ETFs overview

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

Read our notes

Finance ETFs overview • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Vol. Risk Contrib. MDD
 
Berkshire Hathaway BRK_B NYSE - - USD 227.01 - 4.2% 35%   3% -30%
Fidelity MSCI Financials Index ETF FNCL NYSEARCA Finance Broad Financials USD 38.90 931 M -7.7% 46%   4% -44%
Financial Select Sector SPDR® XLF NYSEARCA Finance InestableMkt Size USD 27.18 20 B -7.1% 45%   4% -43%
First Trust Financials AlphaDEX Fund FXO NYSEARCA Finance Broad Financials USD 31.49 1.8 B -1.4% 50%   5% -48%
First Trust NASDAQ ABA Community Bank Index Fund QABA NASDAQ Finance Regional Banking EqWeight USD 41.96 116 M -14.1% 54%   5% -45%
First Trust Nasdaq Bank ETF FTXO NASDAQ Finance National & Reg. Banking EqWeight USD 21.69 102 M -18.2% 58%   5% -52%
Invesco KBW Bank ETF KBWB NASDAQ Finance National & Reg. Banking MktCapWeight USD 45.56 417 M -16.7% 57%   5% -50%
Invesco KBW Property & Casualty Insurance KBWP NASDAQ Finance Insurance USD 65.82 94 M -4.5% 42%   4% -40%
Invesco KBW Regional Banking ETF KBWR NASDAQ Finance Regional Banking MktCapWeight USD 43.23 53 M -13.8% 59%   5% -48%
Invesco S&P 500 Equally Weighted Financial ETF RYF NYSEARCA Finance InestableMkt Size USD 44.40 246 M -1.1% 47%   4% -45%
Invesco S&P SmallCap Financials ETF PSCF NASDAQ Finance Small Cap Financials USD 45.65 62 M -14.2% 51%   5% -45%
iShares Dow Jones US Financial Sector Index Fund IYF NYSEARCA Finance Broad Financials USD 125.22 1.6 B -4.8% 42%   4% -42%
iShares MSCI Europe Financials ETF EUFN NASDAQ Europe InvestableMkt Sectors USD 16.69 689 M -8.4% 45%   4% -45%
iShares U.S. Broker-Dealers & Securities Exchanges ETF IAI NYSEARCA Finance Financial Services/Supporting Activities USD 70.10 225 M 5.2% 41%   4% -40%
iShares U.S. Financial Services ETF IYG NYSEARCA Finance Financial Services/Supporting Activities USD 136.17 1.2 B -5.7% 47%   4% -44%
iShares U.S. Insurance ETF IAK NYSEARCA Finance Insurance USD 64.91 83 M -6.2% 43%   4% -45%
iShares U.S. Regional Banks ETF IAT NYSEARCA Finance Regional Banking MktCapWeight USD 41.66 298 M -13.3% 59%   6% -51%
SPDR S&P Bank ETF KBE NYSEARCA Finance National & Reg. Banking EqWeight USD 38.49 1.3 B -13.9% 58%   6% -51%
SPDR S&P Capital Markets ETF KCE NYSEARCA Finance Financial Services/Supporting Activities USD 67.72 35 M 18.0% 38%   3% -40%
SPDR S&P Insurance ETF KIE NYSEARCA Finance Insurance USD 32.66 786 M -5.2% 45%   4% -44%
SPDR S&P Regional Banking ETF KRE NYSEARCA Finance Regional Banking EqWeight USD 47.67 1.4 B -12.2% 61%   6% -51%
Vanguard Financials Index Fund VFH NYSEARCA Finance Broad Financials USD 67.22 6.9 B -7.4% 46%   4% -44%