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. Momentum Vol. Risk Contrib. MDD
 
Berkshire Hathaway BRK_B NYSE - - USD 240.51 - 16.6% Weak Up 35%   3% -26%
Fidelity MSCI Financials Index ETF FNCL NYSEARCA Finance Broad Financials USD 46.48 931 M 23.3% Weak Up 46%   4% -38%
Financial Select Sector SPDR® XLF NYSEARCA Finance InestableMkt Size USD 32.31 20 B 23.8% Weak Up 46%   4% -36%
First Trust Financials AlphaDEX Fund FXO NYSEARCA Finance Broad Financials USD 39.23 1.8 B 36.5% Weak Up 51%   5% -42%
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%
First Trust Nasdaq Bank ETF FTXO NASDAQ Finance National & Reg. Banking EqWeight USD 30.01 102 M 35.1% Weak Up 59%   6% -43%
Invesco KBW Bank ETF KBWB NASDAQ Finance National & Reg. Banking MktCapWeight USD 58.50 417 M 27.2% Weak Up 58%   5% -41%
Invesco KBW Property & Casualty Insurance KBWP NASDAQ Finance Insurance USD 70.53 94 M 12.2% Neutral 42%   4% -33%
Invesco KBW Regional Banking ETF KBWR NASDAQ Finance Regional Banking MktCapWeight USD 58.52 53 M 35.6% Strong Up 61%   5% -39%
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%
Invesco S&P SmallCap Financials ETF PSCF NASDAQ Finance Small Cap Financials USD 54.66 62 M 14.1% Weak Up 52%   5% -40%
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%
iShares MSCI Europe Financials ETF EUFN NASDAQ Europe InvestableMkt Sectors USD 18.72 689 M 11.9% Weak Up 45%   4% -37%
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%
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%
iShares U.S. Insurance ETF IAK NYSEARCA Finance Insurance USD 70.95 83 M 13.6% Neutral 44%   4% -38%
iShares U.S. Regional Banks ETF IAT NYSEARCA Finance Regional Banking MktCapWeight USD 54.43 298 M 34.9% Weak Up 60%   6% -42%
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%
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%
SPDR S&P Insurance ETF KIE NYSEARCA Finance Insurance USD 34.99 786 M 12.2% Neutral 45%   4% -38%
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%
Vanguard Financials Index Fund VFH NYSEARCA Finance Broad Financials USD 80.18 6.9 B 23.7% Weak Up 47%   4% -38%