Financials
The fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Financial companies by the Global Industry Classification Standard, including securities of companies from the following industries: financial services; insurance; banks; capital markets; mortgage real estate investment trusts; and consumer finance. The fund is non-diversified.
Trend Stats
1-Month Return
+10.67%
3-Month Return
+2.64%
12-Month Return
+14.32%
Volatility Score
1.3
RSI
71.4
ST Trend
Up
LT Trend
Up
Short-Term Trend
Up
The Short-Term Trend is a metric that gauges an ETF's short-term price trend.
Long-Term Trend
Up
The Long-Term Trend is a metric that gauges an ETF's long-term price trend.
Performance
Financials
S&P 500 Index
Components
| Symbol | Company | Market Cap | 12 mo return Performance over the past 12 months | 3 mo return Performance over the past 3 months | 1 mo return Performance over the past month | Vol Score Our gauge of the ETF's recent volatility | ST Trend A metric that gauges an ETF's short-term price trend | LT Trend A metric that gauges an ETF's long-term price trend |
|---|---|---|---|---|---|---|---|---|
| BRK.B | Berkshire Hath-B | $1.2T | +18.48% | +11.96% | +15.21% | 1.4 | Up | Up |
| JPM | JPMorgan Chase | $898B | +15.15% | -1.02% | +6.46% | 1.9 | Up | Up |
| V | Visa-A | $786B | +29.41% | +18.34% | +21.05% | 1.9 | Up | Up |
| MA | Mastercard-A | $564B | +22.36% | +17.97% | +21.99% | 1.9 | Up | Up |
| BAC | Bank of America | $343B | +0.53% | -17.50% | -3.94% | 2.5 | Down | Down |
| MS | Morgan Stanley | $291B | +20.09% | -10.09% | +2.54% | 2.7 | Down | Neutral |
| GS | Goldman Sachs Gr | $261B | +19.31% | -11.44% | +2.82% | 2.7 | Down | Down |
| WFC | Wells Fargo | $257B | +2.74% | -0.52% | +8.68% | 2.3 | Up | Up |
| AXP | American Express | $218B | -8.05% | -3.78% | +10.19% | 2.1 | Up | Neutral |
| C | Citigroup | $203B | +25.20% | -8.36% | -2.39% | 2.7 | Down | Down |
| BLK | BLACKROCK | $180B | +16.48% | +8.80% | +15.55% | 2.4 | Up | Up |
| SCHW | Charles Schwab | $154B | +0.94% | -11.95% | -3.44% | 2.2 | Down | Down |
| CB | Chubb N | $140B | +33.72% | +7.75% | +13.08% | 1.7 | Up | Up |
| SPGI | S&P Global | $135B | -2.24% | +17.03% | +24.70% | 2.2 | Up | Up |
| PGR | Progressive (Ohi | $133B | +19.70% | +11.47% | +11.65% | 2.4 | Up | Up |
| COF | Capital One Finl | $128B | -5.37% | -6.70% | +5.95% | 2.8 | Neutral | Up |
| CME | CME Group-A | $109B | +19.49% | +17.93% | +17.15% | 2.2 | Up | Up |
| BNY | Bank of NY Mello | $100B | +0.00% | -2.19% | +5.49% | 2.0 | Neutral | Undefined |
| MRSH | Marsh & McLennan | $97B | +0.00% | +10.53% | +23.71% | 2.3 | Up | Up |
| ICE | Intercon Exchang | $96B | +21.23% | +17.63% | +16.50% | 2.3 | Up | Up |
| BX | Blackstone | $94B | -9.40% | -7.60% | +13.44% | 3.3 | Up | Up |
| USB | US Bancorp | $93B | +35.60% | -4.09% | +6.12% | 2.1 | Neutral | Up |
| PNC | PNC Finl Ser | $92B | +30.95% | -7.30% | +6.59% | 2.0 | Neutral | Up |
| MCO | Moody's | $87B | +9.55% | +9.47% | +19.71% | 2.6 | Up | Up |
| KKR | KKR & Co | $86B | -14.14% | -6.17% | +12.24% | 3.0 | Up | Up |
| TRV | Travelers Cos | $81B | +50.19% | +8.88% | +13.56% | 2.1 | Up | Up |
| HOOD | ROBINHOOD MKTS-A | $77B | -38.65% | -6.52% | -22.47% | 5.8 | Down | Down |
| AJG | A.J.Gallagher | $70B | +17.63% | +16.56% | +27.54% | 2.7 | Up | Up |
| AON | Aon-A | $70B | +1.84% | -3.11% | +28.24% | 2.3 | Up | Up |
| APO | APOLLO GLB MGMT | $67B | -6.70% | -7.45% | +7.67% | 3.5 | Neutral | Neutral |
| ALL | Allstate | $66B | +40.83% | +2.90% | +20.26% | 2.2 | Up | Up |
| MET | Metlife | $64B | +34.32% | +7.66% | +9.60% | 2.1 | Up | Up |
| AFL | AFLAC | $62B | +14.99% | +0.62% | +12.34% | 1.7 | Up | Up |
| NDAQ | Nasdaq | $60B | +29.91% | +17.57% | +21.44% | 2.1 | Up | Up |
| TFC | TRUIST FINL | $59B | +20.40% | -2.44% | +9.52% | 2.0 | Up | Up |
| FITB | FIFTH THIRD BANC | $49B | +33.01% | -4.49% | +7.57% | 2.1 | Up | Up |
| PYPL | PayPal Holdings | $48B | -10.56% | +3.09% | +14.02% | 2.2 | Up | Up |
| MSCI | MSCI-A | $47B | +19.59% | +18.42% | +25.81% | 2.2 | Up | Up |
| STT | State Street | $46B | +51.86% | -5.89% | -1.45% | 2.5 | Down | Up |
| XYZ | Block-A | $46B | +18.98% | +3.53% | +17.89% | 3.2 | Up | Up |
| 0 | 0 | 0 | 0 | Bullish | Bullish |