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This ETF aims to replicate the investment results of the MSCI USA IMI Financials 25/50 Index.
Is FNCL's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
Both funds track 400+ financial stocks with nearly identical sector weights. VFH offers a larger asset base and slightly higher yield, while FNCL charges a lower expense ratio.
Tech capex and geopolitics have dominated the headlines this year, but opportunities emerge elsewhere. Dividend growth investing could be hitting its stride amid shifting macro and micro trends. Novel, forward-looking strategies may help asset allocators find alpha beyond traditional income approaches.
Fidelity MSCI Financials Index ETF provides much broader sector exposure with 404 holdings compared to the 76 positions in the State Street fund State Street Financial Select Sector SPDR ETF offers significantly higher liquidity and a focus on the largest financial companies in the S&P 500 Both ETFs share an identical 0.08% expense ratio but Fidelity MSCI Financials Index ETF currently offers a higher trailing dividend yield
State Street Financial Select Sector SPDR ETF manages $51.9 billion in assets under management (AUM), significantly more than the $2.2 billion held by Fidelity MSCI Financials Index ETF. While both charge an identical 0.08% expense ratio, Fidelity's ETF offers a broader portfolio of 386 holdings compared to 76 in the State Street fund.
Fidelity MSCI Financials Index ETF and Vanguard Financials ETF provide nearly identical sector exposure and performance profiles at very low costs. Vanguard Financials ETF holds significantly more assets under management and has a longer track record, having launched in 2004.