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 v0.5.1.

Top score

VFH85 / 100

Vanguard Financials Index Fund ETF Shares

Cheapest

XLF0.080%

State Street Financial Select Sector SPDR ETF

Largest by AUM

XLF$54.59B

State Street Financial Select Sector SPDR ETF

All Financials funds

Score	Ticker	Name	Expense	AUM	Yield
85	VFH	Vanguard Financials Index Fund ETF Shares	0.090%	$14.77B	1.67%
83	XLF	State Street Financial Select Sector SPDR ETF	0.080%	$54.59B	1.42%
78	FNCL	Fidelity MSCI Financials Index ETF	0.084%	$2.40B	1.56%
77	KRE	State Street SPDR S&P Regional Banking ETF	0.35%	$4.01B	2.17%
74	KBE	State Street SPDR S&P Bank ETF	0.35%	$1.62B	2.16%
69	KBWB	Invesco KBW Bank ETF	0.35%	$6.77B	1.93%
64	IXG	iShares Global Financials ETF	0.38%	$697.2M	2.13%
64	IYG	iShares U.S. Financial Services ETF	0.37%	$2.22B	1.03%
56	IAT	iShares U.S. Regional Banks ETF	0.37%	$641.5M	2.61%

Compare within Financials

Run a side-by-side on any pair of Financials funds — holdings overlap, cost difference, score breakdown. Start with thecompare hubor jump directly to a fund page and use the picker.

Methodology v0.5.1. See /methodology/for every threshold and weight used to score these funds.