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 -4.06%
3-Month Return -2.61%
12-Month Return +4.02%
Volatility Score 1.3
RSI 44.3
ST Trend Down
LT Trend Neutral

Short-Term Trend

Down

The Short-Term Trend is a metric that gauges an ETF's short-term price trend.

Long-Term Trend

Neutral

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 $1.1T +6.04% +7.18% +2.21% 1.1 Up Up
JPM JPMorgan Chase $890B +11.79% -1.73% -3.76% 1.9 Down Up
V Visa-A $735B +14.14% +10.15% +4.30% 1.7 Up Up
MA Mastercard-A $528B +7.87% +12.29% +5.18% 1.6 Up Up
BAC Bank of America $359B +0.39% -14.79% -13.59% 2.4 Down Down
MS Morgan Stanley $285B +14.13% -19.84% -12.14% 2.6 Down Down
GS Goldman Sachs Gr $256B +16.68% -22.54% -11.10% 2.6 Down Down
WFC Wells Fargo $243B -4.39% -4.60% -8.80% 2.4 Down Down
AXP American Express $207B -6.13% -13.28% -6.07% 1.9 Down Down
C Citigroup $205B +25.13% -7.79% -10.21% 2.8 Down Down
SCHW Charles Schwab $167B +3.93% -3.97% -9.79% 2.2 Down Down
BLK BLACKROCK $166B -8.80% +5.25% +0.77% 2.3 Down Neutral
CB Chubb N $135B +27.36% +1.44% +2.43% 1.5 Up Up
PGR Progressive (Ohi $124B +0.37% -5.74% -3.37% 2.5 Down Neutral
SPGI S&P Global $120B -14.64% -6.70% -2.38% 1.9 Down Down
COF Capital One Finl $119B -8.24% -4.99% -5.97% 2.3 Down Down
CME CME Group-A $103B +10.64% +17.78% +1.83% 2.2 Up Up
BNY Bank of NY Mello $93B +0.00% -10.56% -12.70% 2.1 Down Undefined
HOOD ROBINHOOD MKTS-A $91B -24.65% -10.90% -11.59% 5.5 Down Up
USB US Bancorp $88B +25.78% -8.61% -9.40% 2.1 Down Down
ICE Intercon Exchang $87B -0.18% +13.09% -1.35% 2.1 Down Neutral
PNC PNC Finl Ser $86B +22.25% -12.85% -10.27% 2.1 Down Down
MRSH Marsh & McLennan $85B +0.00% +1.35% -0.55% 1.9 Down Down
BX Blackstone $85B -32.57% -13.86% -17.21% 3.4 Down Down
MCO Moody's $80B -2.45% -6.26% -3.17% 2.1 Down Down
TRV Travelers Cos $79B +42.36% +12.55% -0.06% 1.7 Neutral Up
KKR KKR & Co $77B -30.72% -11.78% -16.30% 3.3 Down Down
APO APOLLO GLB MGMT $67B -9.74% -5.05% -11.63% 3.4 Down Down
MET Metlife $63B +25.66% +8.43% +2.02% 2.0 Up Up
AJG A.J.Gallagher $61B -19.02% -6.37% -6.42% 2.4 Down Neutral
ALL Allstate $60B +20.12% -5.27% -8.63% 2.3 Down Up
AFL AFLAC $59B +9.90% -2.66% +1.03% 1.5 Neutral Up
AON Aon-A $58B -21.89% -23.10% -11.62% 2.2 Down Down
TFC TRUIST FINL $56B +9.85% -11.41% -9.04% 2.2 Down Down
NDAQ Nasdaq $51B +3.97% +4.84% +0.43% 2.2 Down Neutral
PYPL PayPal Holdings $48B -16.56% +18.72% +3.83% 2.3 Neutral Up
STT State Street $46B +46.39% -8.64% -10.83% 2.6 Down Up
COIN COINBASE GLB-A $46B -48.59% +7.05% -9.69% 5.9 Down Down
XYZ Block-A $46B -0.37% -5.18% -4.58% 2.7 Down Up
FITB FIFTH THIRD BANC $45B +19.51% -12.27% -7.96% 2.1 Down Down