Sector ETF’s of Financials ETF List (2/5): Returns, Fund Flows, Expenses

Financials ETFs invest in stocks of companies involved in the financial services industry. Companies include regional and national banks, investment banks, brokers, insurance providers, and mortgage providers

* Assets and Average Volume as of 2022-05-05 16:19 EDT

Returns,

Symbol	ETF Name	YTD	1 Week	1 Month	1 Year	3 Year	5 Year	Returns Rating
XLF	Financial Select Sector SPDR Fund	-10.05%	-2.10%	-8.04%	-3.90%	32.65%	61.68%	A-
VFH	Vanguard Financials ETF	-11.15%	-1.78%	-8.12%	-4.91%	30.18%	56.55%	B
KRE	SPDR S&P Regional Banking ETF	-10.05%	-0.66%	-6.56%	-7.69%	21.54%	30.05%	B-
KBE	SPDR S&P Bank ETF	-10.91%	-0.60%	-6.43%	-9.82%	13.75%	25.63%	B+
KBWB	Invesco KBW Bank ETF	-13.19%	0.15%	-6.81%	-11.05%	20.28%	38.17%	A-
FAS	Direxion Daily Financial Bull 3X Shares	-33.42%	-6.31%	-24.46%	-23.98%	20.08%	100.79%	C+
IYF	iShares U.S. Financials ETF	-10.78%	-1.92%	-8.30%	-3.29%	28.24%	60.20%	B+
IYG	iShares U.S. Financial Services ETF	-14.27%	-2.30%	-8.74%	-9.58%	27.58%	62.99%	A
FNCL	Fidelity MSCI Financials Index ETF	-11.11%	-1.73%	-8.10%	-5.00%	29.69%	56.20%	N/A
FXO	First Trust Financials AlphaDEX Fund	-7.30%	-0.72%	-6.31%	-3.15%	43.17%	72.11%	B
EUFN	iShares MSCI Europe Financials ETF	-14.86%	-2.74%	-10.30%	-11.81%	-3.37%	-6.24%	A-
IAT	iShares U.S. Regional Banks ETF	-11.91%	-1.06%	-6.41%	-9.69%	22.63%	35.25%	B-
IXG	iShares Global Financials ETF	-9.42%	-2.04%	-8.88%	-5.52%	17.56%	32.22%	B
FINX	Global X FinTech ETF	-34.75%	-6.25%	-21.28%	-37.95%	-3.32%	58.88%	N/A
UYG	ProShares Ultra Financials	-21.36%	-7.27%	-15.78%	-4.36%	31.36%	86.37%	B-
BIZD	VanEck BDC Income ETF	-1.03%	-2.54%	-5.19%	7.80%	34.97%	45.91%	N/A
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	-16.97%	-1.71%	-8.63%	-6.08%	49.80%	92.48%	A+
RYF	Invesco S&P 500® Equal Weight Financials ETF	-8.82%	-2.16%	-7.60%	-2.65%	42.26%	70.05%	B+
KIE	SPDR S&P Insurance ETF	-1.70%	-1.98%	-5.45%	1.56%	26.18%	50.25%	A-
KBWD	Invesco KBW High Dividend Yield Financial ETF	-7.28%	0.05%	-5.97%	-3.83%	8.15%	18.38%	C
PHDG	Invesco S&P 500® Downside Hedged ETF	-8.50%	-0.46%	-4.19%	-0.42%	25.51%	47.62%	N/A
IAK	iShares U.S. Insurance ETF	4.66%	-1.22%	-3.88%	10.40%	36.45%	58.61%	A
DPST	Direxion Daily Regional Banks Bull 3X Shares	-34.85%	-2.53%	-20.14%	-39.63%	-64.68%	-69.43%	N/A
FTXO	First Trust Nasdaq Bank ETF	-10.10%	-0.41%	-5.74%	-7.66%	19.09%	27.89%	N/A
PSP	Invesco Global Listed Private Equity ETF	-27.60%	-3.14%	-15.45%	-20.69%	15.42%	31.80%	B

Fund Flows,

Expenses

Symbol	ETF Name	ETF Database Category	Inception	ER	Commission Free	Expenses Rating
XLF	Financial Select Sector SPDR Fund	Financials Equities	1998-12-16	0.10%	N/A	A
VFH	Vanguard Financials ETF	Financials Equities	2004-01-26	0.10%	Vanguard	A
KRE	SPDR S&P Regional Banking ETF	Financials Equities	2006-06-19	0.35%	N/A	A
KBE	SPDR S&P Bank ETF	Financials Equities	2005-11-08	0.35%	N/A	A-
KBWB	Invesco KBW Bank ETF	Financials Equities	2011-11-01	0.35%	N/A	B+
FAS	Direxion Daily Financial Bull 3X Shares	Leveraged Equities	2008-11-06	0.92%	N/A	B-
IYF	iShares U.S. Financials ETF	Financials Equities	2000-05-22	0.42%	N/A	B
IYG	iShares U.S. Financial Services ETF	Financials Equities	2000-06-12	0.42%	N/A	B-
FNCL	Fidelity MSCI Financials Index ETF	Financials Equities	2013-10-21	0.08%	Fidelity	A+
FXO	First Trust Financials AlphaDEX Fund	Financials Equities	2007-05-08	0.61%	N/A	C+
EUFN	iShares MSCI Europe Financials ETF	Financials Equities	2010-01-20	0.48%	N/A	B-
IAT	iShares U.S. Regional Banks ETF	Financials Equities	2006-05-01	0.41%	N/A	B
IXG	iShares Global Financials ETF	Financials Equities	2001-11-12	0.43%	N/A	B-
FINX	Global X FinTech ETF	Technology Equities	2016-09-12	0.68%	N/A	N/A
UYG	ProShares Ultra Financials	Leveraged Equities	2007-01-30	0.95%	N/A	B-
BIZD	VanEck BDC Income ETF	Financials Equities	2013-02-12	10.07%	N/A	C
IAI	iShares U.S. Broker-Dealers & Securities Exchanges ETF	Financials Equities	2006-05-01	0.41%	N/A	B
RYF	Invesco S&P 500® Equal Weight Financials ETF	Financials Equities	2006-11-01	0.40%	Charles Schwab	B+
KIE	SPDR S&P Insurance ETF	Financials Equities	2005-11-08	0.35%	N/A	B+
KBWD	Invesco KBW High Dividend Yield Financial ETF	Financials Equities	2010-12-02	2.59%	N/A	C
PHDG	Invesco S&P 500® Downside Hedged ETF	Hedge Fund	2012-12-06	0.40%	N/A	A
IAK	iShares U.S. Insurance ETF	Financials Equities	2006-05-01	0.42%	N/A	B
DPST	Direxion Daily Regional Banks Bull 3X Shares	Leveraged Equities	2015-08-19	0.92%	N/A	B+
FTXO	First Trust Nasdaq Bank ETF	Financials Equities	2016-09-20	0.60%	N/A	N/A
PSP	Invesco Global Listed Private Equity ETF	Global Equities	2006-10-24	1.44%	N/A	C