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Dividend Vision

Financial & bank ETFs

Financial ETFs range from broad sector portfolios to banks, insurance, exchanges, and fintech specialists. The list can also include option overlays and daily leveraged products with different objectives. Compare the holdings and mandate first, then costs and income. Credit losses, funding conditions, regulation, and changes in interest rates can affect different financial businesses in different ways.

43 funds match this screen. Membership and fund data are both as of , refreshed on every build. This screen matches the Financials tag and starts in AUM order. It does not exclude leveraged or option-overlay strategies. Check the target holding period and leverage terms before comparing those products with an unleveraged sector fund.

Open this exact screen — every rule above carried over — in the screener, where you can adjust any threshold.

Screen Financial ETFs

DV Scorecard

Our proprietary snapshot of this list — averages and standouts, computed from the funds below. Not investment advice.

Avg Distribution Safety Score™77/100avg of 35/43 scored funds Incomplete
Median Yield2.14%median of 33/43 funds Incomplete
Median 1-Yr Price Return+9.2%median of 35/43 funds Incomplete
Payout CadenceQuarterlymost common
Avg Expense Ratio0.61%annual fee
Highest YieldKBWD15.46%
Highest SafetyIYFscore 100
Best Safety-Adj. YieldXLFIsafety 65 · 11.02%

Yield distribution

How distributions cluster across this category.

Yield vs AUM

Each bubble is one ETF. Top 4 by yield and top 4 by AUM are labelled.

Risk vs reward

Distribution rate across the bottom, Distribution Safety Score up the side. Yellow rings mark the best Safety-Adjusted Yield™ — distribution rate adjusted for safety — among funds with a proven safety score of 60+.

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43 ETFs tracked

Grouped by distribution frequency. Ticker links open the full per-fund page.

Top 20 by AUM

TickerIssuerETF NameDist. Rate
XLFState StreetState Street Financial Select Sector SPDR ETF1.50%
VFHVanguardVanguard Financials ETF1.32%
BKLNInvescoInvesco Senior Loan ETF6.83%
KBWBInvescoInvesco KBW Bank ETF2.12%
SRLNState StreetState Street Blackstone Senior Loan ETF7.37%
KREState StreetSPDR S&P Regional Banking ETF2.36%
IYFiSharesiShares U.S. Financials ETF1.30%
EUFNiSharesiShares MSCI Europe Financials ETF5.87%
FTSLFirst TrustFirst Trust Senior Loan Fund6.06%
FNCLFidelity InvestmentsFidelity MSCI Financials Index ETF1.58%
IYGiSharesiShares U.S. Financial Services ETF1.16%
FASDirexionDirexion Daily Financial Bull 3X Shares2.55%
KBEState StreetSPDR S&P Bank ETF2.36%
IAIiSharesiShares U.S. Broker-Dealers & Securities Exchanges ETF1.17%
FXOFirst TrustFirst Trust Financials AlphaDEX® Fund2.09%
ARKFARK InvestARK Fintech Innovation ETF0.09%
IXGiSharesiShares Global Financials ETF2.73%
IATiSharesiShares U.S. Regional Banks ETF2.92%
PGFInvescoInvesco Financial Preferred ETF7.39%
DFNLDavisDavis Select Financial ETF1.34%

Related lists

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