Category
Financials
Banks, insurance, capital markets, payments. Often used as a contra-tilt to tech-heavy growth funds.
9 funds in the catalog. Scored using methodology v0.5.2.
All Financials funds
| Score | Ticker | Name | AUM |
|---|---|---|---|
| 85 | VFH | Vanguard Financials Index Fund ETF Shares | $13.85B† |
| 83 | XLF | State Street Financial Select Sector SPDR ETF | $50.97B |
| 78 | FNCL | Fidelity MSCI Financials Index ETF | $2.24B |
| 77 | KRE | State Street SPDR S&P Regional Banking ETF | $3.73B |
| 73 | KBE | State Street SPDR S&P Bank ETF | $1.47B |
| 69 | KBWB | Invesco KBW Bank ETF | $6.20B |
| 64 | IXG | iShares Global Financials ETF | $692.8M |
| 63 | IYG | iShares U.S. Financial Services ETF | $2.09B |
| 55 | IAT | iShares U.S. Regional Banks ETF | $609.3M |
† Whole fund: this ETF is one share class of a fund that also sells mutual-fund shares, and the figure covers all of them. Our sources don't report the ETF class on its own.
Compare within Financials
The closest-held pairs in this category, by holdings overlap. Each side-by-side breaks down shared positions, cost difference, and the full score breakdown.
- FNCL vs VFH 93.1% overlap
- FNCL vs XLF 86.1% overlap
- IYG vs XLF 84.0% overlap
- VFH vs XLF 82.0% overlap
- FNCL vs IYG 77.4% overlap
- IYG vs VFH 74.4% overlap
- KBE vs KRE 66.6% overlap
- FNCL vs IXG 50.6% overlap
Every other pairing is on the compare hub.