Last updated: April 24, 2019

Overview

This sector includes banks, insurance, and real estate companies. It's one of the largest segments within the S&P and a critical cog in our economy.

Finance touches every part of our life. From buying a house and car to splurging on Christmas gifts. We all need money (banks), protection (insurance), a place to call home (real estate).

Note: These ETFs feature our largest financial institutions. Many of them cover all aspects of finance: lending, insurance, and real estate. In our sub-sector section, we'll cover ETFs that are more specific to one segment of finance; like insurance or regional banks.

Ways to trade

(XLF) Financial Select Sector SPDR Fund

XLF Homepage

  • Total Assets: $25 billion
  • Div. Yield: 1.89%
  • Exp. Ratio: 0.13%
  • Options Available: Yes

(VFH) Vanguard Financials ETF

VFH Homepageg

  • Total Assets: $7.4 billion
  • Div. Yield: 2.36%
  • Exp. Ratio: 0.10%
  • Options Available: Yes

(IYF) iShares U.S. Financials ETF

IYF Homepage

  • Total Assets: $1.7 billion
  • Div. Yield: 1.87%
  • Exp. Ratio: 0.42%
  • Options Available: Yes

Top ten holdings

XLF (SPDR)

  1. Berkshire Hathaway. Class B (BRK.B)
  2. JP Morgan Chase (JPM)
  3. Bank of America (BAC)
  4. Wells Fargo (WFC)
  5. Citigroup (C)
  6. American Express (AXP)
  7. U.S. Bancorp (USB)
  8. Goldman Sachs (GS)
  9. Chubb Inc. (CB)
  10. CME Group (CME)

VFH (Vanguard)

  1. JP Morgan Chase (JPM)
  2. Berkshire Hathaway. Class B (BRK.B)
  3. Bank of America (BAC)
  4. Wells Fargo (WFC)
  5. Citigroup (C)
  6. American Express (AXP)
  7. U.S. Bancorp (USB)
  8. Chubb Inc. (CB)
  9. Goldman Sachs (GS)
  10. CME Group (CME)

IYF (iShares)

  1. Berkshire Hathaway. Class B (BRK.B)
  2. JP Morgan Chase (JPM)
  3. Visa (V)
  4. Bank of America (BAC)
  5. Mastercard (MA)
  6. Wells Fargo (WFC)
  7. Citigroup (C)
  8. American Tower (AMT)
  9. U.S. Bancorp (USB)
  10. American Express (AXP)

Buy, sell, or hold

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