Banking & Financial Services Screener

Financial Sector ETFs 2026

Screen premier financial sector ETFs. Compare money-center banks, regional lenders, payment processors, and insurance conglomerates benefiting from credit expansion and interest spreads.

Total Funds

Financial Sector ETFs tracked

Total AUM

$99.45B

Combined assets under management

Median Yield

2.07%

Trailing 12-month median payout

Average Expense Ratio

1.46%

Lowest fee starts at 0.08% (XLF); average includes BDC funds with high acquired-fund fees

Financial Sector ETFs Highlights & Top Assets by AUM

Largest by AUM

XLF

Financial Select Sector SPDR Fund

AUM $51.99B

Fee 0.08%

3-Mo TR +1.4%

State Street Analyze fund

#2 by AUM

VFH

Vanguard Financials Index Fund ETF Shares

AUM $13.25B

Fee 0.09%

3-Mo TR +0.7%

Vanguard Analyze fund

#3 by AUM

KBW

KBWB

Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF

AUM $6.45B

Fee 0.35%

3-Mo TR -8.7%

Invesco Analyze fund

Financial Sector ETFs Directory

Showing 1–20 of 47 funds

Ticker / Fund Name	Issuer	Segment	AUM	Expense Ratio	3-Mo TR	Div. Yield (TTM)	Annual Payout	5Y Div Growth	Div Streak	Action
XLF XLF State Street Financial Select Sector SPDR Fund	State Street	Stocks in financials sector (US)	$51.99B	0.08%	+1.4%	1.55%	$0.83	5.48%	2 y	Analyze
VFH Vanguard Vanguard Financials Index Fund ETF Shares	Vanguard	Stocks in financials sector (US)	$13.25B	0.09%	+0.7%	1.47%	$1.91	3.29%	5 y	Analyze
KBWB Invesco Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF	Invesco	Stocks in banks (US)	$6.45B	0.35%	-8.7%	2.14%	$1.87	5.44%	2 y	Analyze
KRE KRE State Street SPDR S&P Regional Banking ETF	State Street	Stocks in regional banks (US)	$4.22B	0.35%	-3.7%	2.32%	$1.61	2.80%	1 y	Analyze
IYF IYF BlackRock, Inc. iShares U.S. Financials ETF	BlackRock, Inc.	Stocks in financials sector (US)	$3.82B	0.37%	-0.9%	1.22%	$1.53	10.23%	4 y	Analyze
EUFN BlackRock, Inc. iShares MSCI Europe Financials ETF	BlackRock, Inc.	Stocks in financials sector (developed Europe)	$3.10B	0.48%	-6.6%	4.16%	$1.65	22.24%	3 y	Analyze
FNC FNCL Fidelity Fidelity MSCI Financials Index ETF	Fidelity	Stocks in financials sector (US)	$2.29B	0.08%	+0.8%	1.70%	$1.29	6.32%	2 y	Analyze
IYG BlackRock, Inc. iShares U.S. Financial Services ETF	BlackRock, Inc.	Stocks in financials sector (US)	$2.22B	0.37%	+0.3%	0.84%	$0.76	-1.29%	1 y	Analyze
KBE KBE State Street SPDR S&P Bank ETF	State Street	Stocks in financials sector (US)	$1.41B	0.35%	-4.5%	2.33%	$1.47	8.33%	2 y	Analyze
BIZD VanEck VanEck Vectors BDC Income ETF	VanEck	Stocks in asset managers and custodians (US)	$1.39B	9.69%	+0.2%	11.82%	$1.52	3.23%	-	Analyze
IAI BlackRock, Inc. iShares U.S. Broker-Dealers & Securities Exchanges ETF	BlackRock, Inc.	Stocks in capital markets (US)	$1.30B	0.37%	-5.1%	1.21%	$2.13	8.69%	1 y	Analyze
FXO FXO First Trust First Trust Financials AlphaDEX® Fund	First Trust	Stocks in financials sector (US)	$1.06B	0.60%	+1.3%	1.77%	$1.07	9.20%	1 y	Analyze
IXG IXG BlackRock, Inc. iShares Global Financials ETF	BlackRock, Inc.	Stocks in financials sector (global)	$700.60M	0.38%	-0.7%	2.23%	$2.83	5.96%	-	Analyze
IAT IAT BlackRock, Inc. iShares U.S. Regional Banks ETF	BlackRock, Inc.	Stocks in regional banks (US)	$628.84M	0.37%	-6.1%	2.87%	$1.64	4.51%	1 y	Analyze
KIE KIE State Street SPDR® S&P Insurance ETF	State Street	Stocks in insurance (US)	$492.42M	0.35%	+3.0%	1.70%	$0.99	8.75%	2 y	Analyze
DFN DFNL Davis Advisers Davis Select Financial ETF	Davis Advisers	Stocks in financials sector (global)	$452.70M	0.61%	-1.8%	1.37%	$0.66	13.72%	-	Analyze
REM BlackRock, Inc. iShares Mortgage Real Estate Capped ETF	BlackRock, Inc.	Stocks in mortgage REITs (US)	$448.76M	0.48%	-17.8%	10.88%	$1.98	-	1 y	Analyze
IAK IAK BlackRock, Inc. iShares U.S. Insurance ETF	BlackRock, Inc.	Stocks in insurance (US)	$447.67M	0.37%	+4.5%	2.25%	$3.06	13.95%	3 y	Analyze
KCE KCE State Street SPDR S&P Capital Markets ETF	State Street	Stocks in capital markets (US)	$436.50M	0.35%	-1.0%	1.75%	$2.69	9.64%	2 y	Analyze
PBE PBEU TFG Parent Holdings LLC Portfolio Building Block European Banks Index ETF	TFG Parent Holdings LLC	Stocks in banks (developed Europe)	$428.31M	0.13%	-9.8%	0.01%	-	-	-	Analyze
KBWD Invesco Invesco KBW High Dividend Yield Financial ETF	Invesco	Stocks in financials sector (US)	$321.58M	5.39%	-10.8%	14.29%	$1.58	1.82%	-	Analyze
RSP RSPF Invesco Invesco S&P 500 Equal Weight Financials ETF	Invesco	Stocks in financials sector (US)	$320.83M	0.40%	+1.6%	1.24%	$0.96	4.46%	1 y	Analyze
MORT VanEck VanEck Vectors Mortgage REIT Income ETF	VanEck	Stocks in mortgage REITs (US)	$313.20M	0.43%	-17.7%	17.66%	$1.49	2.08%	1 y	Analyze
KBW KBWP Invesco Invesco KBW Property & Casualty Insurance ETF	Invesco	Stocks in property and casualty insurers (US)	$293.74M	0.35%	+6.5%	2.00%	$2.45	-1.75%	2 y	Analyze
PBD PBDC Franklin Templeton Putnam ETF Trust - Putnam BDC Income ETF	Franklin Templeton	Stocks in asset managers and custodians (US)	$261.81M	11.77%	-1.4%	11.34%	$3.05	-	3 y	Analyze
FTX FTXO First Trust First Trust Nasdaq Bank ETF	First Trust	Stocks in banks (US)	$244.93M	0.60%	-5.8%	1.99%	$0.77	6.90%	1 y	Analyze
GPZ GPZ VanEck VanEck ETF Trust	VanEck	Stocks in asset managers and custodians (developed markets)	$237.75M	0.40%	-0.9%	1.05%	$0.23	-	-	Analyze
PSP Invesco Invesco Exchange-Traded Fund Trust - Invesco Global Listed Private Equity ETF	Invesco	Stocks in asset managers and custodians (global)	$213.66M	1.75%	-0.3%	5.58%	$3.14	4.62%	-	Analyze
IPA IPAY Amplify Investments ETF Series Solutions - ISE Mobile Payments ETF	Amplify Investments	Stocks in payment processors (global)	$147.50M	0.75%	+4.1%	0.00%	-	-	-	Analyze
QAB QABA First Trust First Trust NASDAQ® ABA Community Bank Index Fund	First Trust	Stocks in regional banks (US)	$84.61M	0.60%	-0.9%	1.84%	$1.18	4.54%	1 y	Analyze
KBW KBWR Invesco Invesco KBW Regional Banking ETF	Invesco	Stocks in regional banks (US)	$67.38M	0.35%	+19.8%	1.62%	$1.13	3.49%	4 y	Analyze
GAB GABF GAMCO Investors, Inc. Gabelli Financial Services Opportunities ETF	GAMCO Investors, Inc.	Stocks in financials sector (US)	$49.35M	1.24%	-3.4%	2.16%	$0.91	-	-	Analyze
PFI PFI Invesco Invesco DWA Financial Momentum ETF	Invesco	Stocks in financials sector (US)	$49.18M	0.60%	-6.3%	0.95%	$0.55	1.28%	1 y	Analyze
BCF BCFN Baron Capital Group Baron Financials ETF	Baron Capital Group	Stocks in financials sector (global)	$47.09M	0.80%	+1.8%	0.00%	-	-	-	Analyze
FDI FDIQ Invesco Invesco Bloomberg Financial Data Providers ETF	Invesco	Stocks in exchanges and financial data (developed markets)	$42.25M	0.35%	+9.8%	2.20%	$1.49	3.51%	4 y	Analyze
GSI GSIB Themes ETF Themes Global Systemically Important Banks ETF	Themes ETF	Stocks in banks (global)	$39.21M	0.35%	-6.0%	1.61%	$1.00	-	1 y	Analyze
RIN RINC AXS Investments Investment Managers Series Trust II	AXS Investments	Stocks in mortgage REITs (US)	$35.16M	0.89%	+9.8%	0.00%	-	-	2 y	Analyze
FBD FBDC First Trust First Trust Exchange-Traded Fund VIII	First Trust	Stocks in asset managers and custodians (US)	$33.88M	12.44%	-0.1%	11.98%	$2.02	-	1 y	Analyze
PSC PSCF Invesco Invesco S&P SmallCap Financials ETF	Invesco	Stocks in financials sector (US)	$29.01M	0.29%	-4.8%	1.66%	$1.01	5.78%	-	Analyze
TFN TFNS T. Rowe Price Group, Inc. T. Rowe Price Financials ETF	T. Rowe Price Group, Inc.	Stocks in financials sector (US)	$17.91M	0.44%	+0.8%	0.49%	$0.14	-	-	Analyze
IND INDF Exchange Traded Concepts Exchange Traded Concepts Trust - Nifty India Financials ETF	Exchange Traded Concepts	Stocks in financials sector (India)	$11.36M	0.75%	-3.7%	0.00%	-	-	1 y	Analyze
XLF XLFI State Street State Street® Financial Select Sector SPDR® Premium Income ETF	State Street	Stocks in financials sector (US)	$11.04M	0.35%	+0.9%	11.47%	$2.62	-	1 y	Analyze
HSB HSBH Precidian Investments LLC HSBC Holdings PLC ADRhedged	Precidian Investments LLC	Stocks in banks (UK)	$10.41M	0.19%	-10.5%	7.75%	$8.60	-	-	Analyze
BDC BDCZ UBS UBS ETRACS Wells Fargo Business Development Company Index ETN	UBS	Stocks in asset managers and custodians (US)	$10.20M	0.85%	-2.7%	11.76%	$1.75	4.11%	-	Analyze
PEX ProShare Advisors LLC ProShares Global Listed Private Equity ETF	ProShare Advisors LLC	Stocks in asset managers and custodians (global)	$10.17M	2.75%	+1.2%	4.35%	$0.98	12.38%	-	Analyze
LBO LBO Alpha Architect WHITEWOLF Publicly Listed Private Equity ETF	Alpha Architect	Stocks in asset managers and custodians (US)	$6.12M	6.53%	+0.4%	4.85%	$1.17	-	2 y	Analyze
FYL FYLG Mirae Asset Global Investments Co., Ltd. Global X Funds - Global X Financials Covered Call & Growth ETF	Mirae Asset Global Investments Co., Ltd.	Stocks in financials sector (US)	$4.44M	0.60%	+3.3%	0.00%	-	-	3 y	Analyze

Data as of November 2026. Ranked by AUM. This list was compiled by the Snowball Analytics team from publicly available sources. It may be incomplete, and figures may be delayed or contain errors; check them against the fund’s or company’s own documents. Inclusion in the list is not a recommendation to buy, sell or hold any security and is not investment advice. Past performance does not predict future results. This list is general information, not personalised to your circumstances. Snowball Analytics is a portfolio tracking tool, not a broker-dealer or investment adviser. Investing involves risk, including loss of principal.

Understanding Financial ETFs: Net Interest Margins & Credit Cycles

Financial ETFs invest in commercial banks, investment banks, asset managers, insurance providers, and payment technology networks. The sector is an essential economic engine whose profitability links to lending spreads, capital market activity, and economic growth.

Core Strategies & Segment Breakdowns

Mega-Cap Money Center Banks

Flagships like XLV and VFH holding universal banking titans (JPMorgan Chase, Bank of America, Wells Fargo) with diversified revenue streams.

Payment Networks & Fintech

Strategies tilted toward capital-light transaction processors (Visa, Mastercard) delivering high operating margins and secular cashless growth.

Property & Casualty Insurers

Portfolios holding insurance carriers that benefit from 'float' investment yields during periods of elevated interest rates.

How to Evaluate Financial Sector ETFs (Investor Checklist)

Analyze Net Interest Margin (NIM) Dynamics: Examine how the slope of the yield curve affects banks' ability to borrow short and lend long profitably.
Distinguish Money-Center from Regional Banks: Regional banks carry higher commercial real estate exposure, while money-center banks enjoy diversified wealth management and trading fees.
Check Capital Adequacy and Stress Tests: Ensure top banking holdings maintain Tier 1 Common Equity (CET1) ratios well above regulatory minimums.

Frequently Asked Questions About Financial Sector ETFs

How does interest rate policy affect Financial ETFs?

A steep yield curve (low short rates, higher long rates) allows banks to earn wider net interest margins, while inverted yield curves squeeze lending profitability.

What is the largest financial ETF by AUM?

The Financial Select Sector SPDR Fund (XLF) is the benchmark financial ETF, managing tens of billions with high liquidity and an ultra-low expense ratio.

Which Financial Sector ETFs currently have the highest AUM?

In this category, Financial Select Sector SPDR Fund (XLF) leads with over $51.99B in Assets Under Management, offered by State Street.

Why do insurance companies benefit from higher interest rates?

Insurance companies collect premiums before paying claims; this pool of capital ('float') is invested in fixed income, generating substantially higher reinvestment income when rates rise.

How can I track my Financial Sector ETFs with Snowball Analytics?

Snowball Analytics connects directly to your brokerage accounts to automatically track dividend payouts, calculate time-weighted and money-weighted returns (TWR and IRR) against benchmarks, model sector weighting, and monitor risk metrics across all your Financial Sector ETFs holdings in one unified portfolio dashboard.

Explore More ETF Topics & Categories

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ESG

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Growth

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Low Volatility ETFs

Factor tilt & risk mitigation

Factor

Investment Grade Bond ETFs

AAA-BBB corporate & aggregate debt

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Floating Rate ETFs

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Comprehensive fixed income universe

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Renewable Energy ETFs

Solar, wind & grid transition

CleanTech

Semiconductor ETFs

Microchips, AI hardware & foundries

Tech

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