5 Best Financials Sector ETFs to Own Long Term 2.9

  1. BRK.B – BERKSHIRE HATHAWAY INC.
  2. KBWP – Invesco KBW Property & Casualty Insurance ETF
  3. KIE – SPDR® S&P® Insurance ETF
  4. IAK – iShares U.S. Insurance ETF
  5. IAI – iShares U.S. Broker-Dealers & Securities Exchanges ETF

BRK.B vs KBWP vs KIE vs IAK vs IAI: Koyfin back test

BRK.B vs KBWP vs KIE vs IAK vs IAI: Testfol.io back test

KBWP vs KIE vs IAK vs IAI: Portfolio Visualizer fund info

Morningstar data on 25 oldest Financials Sector ETFs:

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5 Financials Sector ETFs to Buy and Hold Forever: KBWP vs BRK.B vs KIE vs IAK vs IAI 1.7

  • Asset Class: Financials Sector

  • Oldest ETF back tested: The Financial Select Sector SPDR® Fund (XLF)

  • Correlation to U.S. Stock Market: 0.81

  • Long-Term Performance: 4.92% CAGR

  • S&P 500 Performance: 7.50% CAGR

  • Back test timeframe: January 1999 – January 2024

  • Number of ETFs available in this asset class: 33

  • Number of ETFs in this asset class that are 10-years old or older: 24

XLF vs SPY: January 1999 – January 2024

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