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Updated July 18
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ETFs
Fees, returns and holdings.
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Financial ETFs
Financial ETFs group banks, insurance companies, asset managers and financial services firms.
Why invest
High and stable dividends. Performance linked to interest rates. Dominant sector in Canada.
How to choose
In Canada, big banks dominate. For US exposure, American financial ETFs offer more diversity.
ZEB vs XFN: which ETF for Canadian banks?
ZEB is equal-weighted (each bank has the same weight), while XFN is cap-weighted and also includes insurers and financial companies. ZEB offers pure exposure to the 6 major Canadian banks.
Are financial ETFs sensitive to interest rates?
Yes, banks generally benefit from rising rates as their interest margin improves. Conversely, falling rates can reduce profitability. Insurers have different sensitivity depending on their investments.
Financial ETFs
Financial ETFs group banks, insurance companies, asset managers and financial services firms.
Why invest
High and stable dividends. Performance linked to interest rates. Dominant sector in Canada.
How to choose
In Canada, big banks dominate. For US exposure, American financial ETFs offer more diversity.
ZEB vs XFN: which ETF for Canadian banks?
ZEB is equal-weighted (each bank has the same weight), while XFN is cap-weighted and also includes insurers and financial companies. ZEB offers pure exposure to the 6 major Canadian banks.
Are financial ETFs sensitive to interest rates?
Yes, banks generally benefit from rising rates as their interest margin improves. Conversely, falling rates can reduce profitability. Insurers have different sensitivity depending on their investments.
Holdings | Strategy | Dist. Freq. | Market | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
HA HCAL Enhanced Canadian Bank ETF | +25.35% | 0.65% | +1 | 3.11% | 2020 | 1.1G$ | 0.50 | Active | Mo. | 87K | 🇨🇦 Canada | ||
GL HEWB Equal Weight Canadian Banks Index Corporate Class ETF | +21.90% | 0.25% | 0.00% | 2019 | 354M$ | -0.00 | Index | — | 3K | 🇨🇦 Canada | |||
IS EUFN MSCI Europe Financials ETF | +21.86% | 0.49% | 3.43% | 2010 | 3.6G$ | 0.90 | Index | Semi-ann. | 1.4M | 🇺🇸 United States | |||
BM ZEB Equal Weight Banks Index ETF | +21.53% | 0.25% | +1 | 2.30% | 2009 | 7.5G$ | -0.00 | Index | Mo. | 2.4M | 🇨🇦 Canada | ||
HA HCA Canadian Bank Mean Reversion Index ETF | +21.17% | 0.45% | +1 | 2.62% | 2020 | 110M$ | -0.00 | Index | Mo. | 2K | 🇨🇦 Canada | ||
IS RBNK RBC Canadian Bank Yield Index ETF | +20.99% | 0.29% | 2.71% | 2017 | 527M$ | -0.00 | Index | Mo. | 50K | 🇨🇦 Canada | |||
GL HXF S&P/TSX Capped Financials Index Corporate Class ETF | +20.83% | 0.25% | 0.00% | 2013 | 137M$ | -0.00 | Index | — | 690 | 🇨🇦 Canada | |||
IS XFN S&P/TSX Capped Financials Index ETF | +20.08% | 0.61% | 1.99% | 2001 | 2.4G$ | -0.00 | Index | Mo. | 107K | 🇨🇦 Canada | |||
PU BNC Canadian Financial Income Fund | +17.60% | 0.67% | 3.14% | 2016 | 6M$ | -0.00 | Active | Mo. | 333 | 🇨🇦 Canada | |||
CI CIC Canadian Banks Covered Call Income Class ETF | +17.03% | 0.65% | +3 | 4.70% | 2010 | 363M$ | -0.00 | Covered Call | Mo. | 10K | 🇨🇦 Canada | ||
BM ZWB Covered Call Canadian Banks ETF | +16.58% | 0.65% | +3 | 4.72% | 2011 | 4.9G$ | 0.39 | Covered Call | Mo. | 139K | 🇨🇦 Canada | ||
HA HFG Global Financials ETF | +15.89% | 0.75% | 2.30% | 2020 | 65M$ | -0.00 | Active | Mo. | 513 | 🇨🇦 Canada | |||
DA DFNL Davis Select Financial ETF | +14.98% | 0.61% | +19 | 1.42% | 2017 | 457M$ | 0.86 | Active | Ann. | 58K | 🇺🇸 United States | ||
IS IXG Global Financials ETF | +14.80% | 0.41% | +76 | 2.02% | 2001 | 543M$ | 0.82 | Index | Semi-ann. | 64K | 🇺🇸 United States | ||
IS FIE Canadian Financial Monthly Income ETF | +13.88% | 0.81% | 3.89% | 2010 | 1.5G$ | 0.91 | Active | Mo. | 106K | 🇨🇦 Canada | |||
HA HBA Australian Bank Equal-Weight Index ETF | +13.79% | 0.55% | +1 | 3.09% | 2020 | 137M$ | -0.00 | Index | Qtr. | 2K | 🇨🇦 Canada | ||
IN KBWB KBW Bank ETF | +12.94% | 0.35% | +83 | 2.00% | 2011 | 6.5G$ | 1.24 | Index | Qtr. | 2.3M | 🇺🇸 United States | ||
IS IYF U.S. Financials ETF | +12.68% | 0.38% | +134 | 1.55% | 2000 | 3.5G$ | 0.86 | Index | Qtr. | 334K | 🇺🇸 United States | ||
GL BKCC Equal Weight Canadian Bank Covered Call ETF | +12.20% | 0.65% | +2 | 8.94% | 2011 | 412M$ | 0.21 | Covered Call | Mo. | 16K | 🇨🇦 Canada | ||
BM ZBK Equal Weight US Banks Index ETF | +12.10% | 0.35% | 1.66% | 2014 | 837M$ | -0.00 | Index | Qtr. | 21K | 🇨🇦 Canada | |||
FI FXO Financials AlphaDEX Fund | +11.92% | 0.60% | +88 | 2.21% | 2007 | 1.0G$ | 0.98 | Index | Qtr. | 53K | 🇺🇸 United States | ||
VA VFH Financials Index Fund ETF Shares | +11.91% | 0.09% | +50 | 1.54% | 2004 | 13.5G$ | 0.87 | Index | Qtr. | 595K | 🇺🇸 United States | ||
IS IYG U.S. Financial Services ETF | +11.32% | 0.38% | +15932 | 1.12% | 2000 | 1.9G$ | 0.93 | Index | Qtr. | 104K | 🇺🇸 United States | ||
ST KBE State Street SPDR S&P Bank ETF | +11.06% | 0.35% | +186 | 2.15% | 2005 | 1.5G$ | 1.12 | Index | Qtr. | 1.8M | 🇺🇸 United States | ||
CI QXM Morningstar National Bank Quebec Index ETF | +11.06% | 0.50% | 1.28% | 2012 | 92M$ | 0.61 | Index | Qtr. | 253 | 🇨🇦 Canada | |||
HA HUM U.S. Mid-Cap Financials ETF | +10.69% | 0.75% | 0.98% | 2020 | 22M$ | -0.00 | Active | Qtr. | 80 | 🇨🇦 Canada | |||
DY DXF Active Global Financial Services ETF | +10.38% | 0.75% | 1.16% | 2017 | 10M$ | -0.00 | Active | Qtr. | 130 | 🇨🇦 Canada | |||
BR BFIN North American Financials Dividend ETF | +10.21% | 0.75% | 5.64% | 2018 | 107M$ | 1.24 | Active | Mo. | 586 | 🇨🇦 Canada | |||
IN RSPF S&P 500 Equal Weight Financials ETF | +9.54% | 0.40% | +497 | 1.67% | 2006 | 271M$ | 0.89 | Index | Qtr. | 25K | 🇺🇸 United States | ||
BM ZUB Equal Weight US Banks Hedged to CAD Index ETF | +8.60% | 0.35% | +1 | 1.78% | 2010 | 353M$ | -0.00 | Index | Qtr. | 32K | 🇨🇦 Canada | ||
BM ZWK Covered Call US Banks ETF | +8.48% | 0.65% | 5.88% | 2019 | 365M$ | -0.00 | Covered Call | Mo. | 20K | 🇨🇦 Canada | |||
IN KBWR KBW Regional Banking ETF | +7.83% | 0.35% | 2.48% | 2011 | 51M$ | 1.43 | Index | Qtr. | 3K | 🇺🇸 United States | |||
HA HUBL US Bank Leaders Income ETF | +7.43% | 0.75% | 7.91% | 2018 | 114M$ | -0.00 | Active | Mo. | 3K | 🇨🇦 Canada | |||
IN PFI Dorsey Wright Financial Momentum ETF | +7.33% | 0.60% | +33 | 0.70% | 2006 | 33M$ | 1.11 | Factor | Qtr. | 16K | 🇺🇸 United States | ||
EV CALL US Banks Enhanced Yield Fund | +5.97% | 0.45% | 10.36% | 2017 | 133M$ | -0.00 | Index | Mo. | 9K | 🇨🇦 Canada | |||
VA PFXF Preferred Securities ex Financials ETF | +2.59% | 0.40% | +355 | 6.28% | 2012 | 2.5G$ | 0.94 | Index | Mo. | 800K | 🇺🇸 United States | ||
IN KBWD KBW High Dividend Yield Financial ETF | +1.12% | 5.39% | +83 | 14.09% | 2010 | 423M$ | 0.80 | Factor | Mo. | 335K | 🇺🇸 United States | ||
IN PGF Financial Preferred ETF | -1.32% | 0.55% | +87 | 6.29% | 2006 | 699M$ | 1.16 | Index | Mo. | 130K | 🇺🇸 United States | ||
IS XUSF S&P U.S. Financials Index ETF | — | 0.25% | 0.76% | 2023 | 66M$ | 0.00 | Index | Qtr. | 1K | 🇨🇦 Canada | |||
BM ZBI Canadian Bank Income Index ETF | — | 0.25% | 3.31% | 2022 | 173M$ | 0.03 | Index | Qtr. | 8K | 🇨🇦 Canada | |||
HA HEB HAMILTON CHAMPIONS TM Canadian Bank Equal-Weight Index ETF | — | 0.25% | +1 | 2.60% | 2023 | 1.5G$ | 0.65 | Index | Mo. | 57K | 🇨🇦 Canada | ||
HA HFIN Enhanced Canadian Financials ETF | — | 0.65% | 2.71% | 2022 | 502M$ | -0.00 | Active | Mo. | 5K | 🇨🇦 Canada | |||
HA HMAX Canadian Financials YIELD MAXIMIZER TM ETF | — | 0.65% | 10.97% | 2023 | 2.6G$ | 0.35 | Active | Mo. | 305K | 🇨🇦 Canada | |||
HA FMAX U.S. Financials YIELD MAXIMIZER TM ETF | — | 0.00% | 12.18% | 2024 | 194M$ | 0.00 | Index | Mo. | 14K | 🇨🇦 Canada | |||
CI CCCB CIBC Canadian Banks Covered Call ETF | — | 0.35% | +1 | 4.07% | 2025 | 8M$ | 0.00 | Covered Call | Mo. | 1K | 🇨🇦 Canada | ||
EV SIXY Big Six Canadian Banks UltraYield Index ETF | — | 0.60% | +4 | 9.38% | 2025 | 29M$ | 0.00 | Index | Mo. | 30K | 🇨🇦 Canada | ||
EV BANK Canadian Banks and Lifecos Enhanced Yield Index Fund | — | 0.60% | 12.14% | 2022 | 1.3G$ | 0.27 | Index | Mo. | 518K | 🇨🇦 Canada | |||
EV EBNK European Banks Enhanced Yield ETF | — | 0.60% | 10.46% | 2022 | 106M$ | -0.00 | Index | Mo. | 26K | 🇨🇦 Canada | |||
GL BNKL Enhanced Equal Weight Banks Index ETF | — | 0.35% | +1 | 2.62% | 2023 | 14M$ | 0.00 | Index | Mo. | 1K | 🇨🇦 Canada | ||
GL BKCL Enhanced Equal Weight Canadian Banks Covered Call ETF | — | 0.65% | +1 | 10.66% | 2023 | 205M$ | 0.00 | Covered Call | Mo. | 13K | 🇨🇦 Canada |