iShares S&P Global Financials Sector Index Fund (IXG)

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#9

Best Fit Financial Services Funds ETFs

U.S. News evaluated 43 Financial Services Funds ETFs and 13 make our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.

How we identify Best Fit Funds

Best Fit Scorecard
Costs Good
Tracking Error Typical
Bid/Ask Ratio Good
Holdings Diversity Excellent

Fund Description

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P Global 1200 Financials Sector IndexTM (the "underlying index"). The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of companies that Standard & Poor's Financial Services LLC, a subsidiary of The McGraw-Hill Companies ("S&P") deems to be part of the financial sector of the economy and that S&P believes are important to global markets.

Fund Snapshot Updated 06.17.2013

Previous Close $50.61 Expense Ratio 0.48%
YTD Return 10.7% Avg. 30-Day Volume 74,036
1-Year Return 36.7% Market Cap Loading...
Bid $50.47 Shares Outstanding 5,950,000
Ask $50.52 Dividends $1.13
Top 10 Holdings
Berkshire Hathaway Inc Del (BRK.B) 3.81%
Jpmorgan Chase & Co (JPM) 3.71%
Wells Fargo & Co New (WFC) 3.61%
Hsbc Holdings Plc (E:HSBA) 3.58%
Citigroup Inc (C) 2.72%
Bank Of America Corporation (BAC) 2.59%
Cmnwlth Bk Of Aust (E:CBA) 1.92%
Westpac Bkg Corp (E:WBC) 1.59%
Mitsubishi Ufj Fin (E:8306) 1.59%
Royal Bk Cda Montreal Que (E:RY) 1.56%
% of Total Holdings 26.70%

Sector Breakdown

Geographic Breakdown

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Best Fit Financial Services Funds

1

Vanguard Financials Index Fund (VFH)

2

SPDR S&P Regional Banking ETF (KRE)

3

PowerShares KBW High Dividend Yield Financial Portfolio (KBWD)

4

PowerShares KBW Bank Portfolio (KBWB)

See full rankings for Financial Services Funds

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