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Research/Financials / Banks ETF Theme Comparison/Financials / BanksData 2026-08-13
Financials / Banks ETF Theme Comparison - aeoae

Financials / Banks ETF Overview

This group currently tracks 22 ETFs, with average boundary fit 66.7% and average structure score 0.67.

Mainline ExpansionSECTOR PHASE

Financials / Banks is still one of the strongest groups, but it is already extended above L4 across many members, so read it as profit-taking and pullback management first.

Use this page as a filter, then verify single-ETF detail pages.

Participation
77.0%
Breakout Share
64.0%
Average Fit
66.7%

01Group Overview

Start with size, participation, breakout depth and current fit.
Tracked ETFs
22
Current snapshot
L3+
17
77.0%
Watch List
0
Middle structure
Defense Zone
5
23.0%

02Group Conclusion

Conclusion first, evidence second, ETF data third.
Main Trend
Mainline Expansion

Financials / Banks is still one of the strongest groups, but it is already extended above L4 across many members, so read it as profit-taking and pullback management first.

Direction
77.0%

Participation · Breakout Share 64.0% · Average Fit 66.7%

Action Bias
0.59

Start with higher-ranked ETFs, then verify boundary details.

03Peer Group Comparison

Compare adjacent groups on one scale.
GroupParticipationBreakoutTrend ScoreStructure FitStage
Cybersecurity100.0%100.0%0.9684.8%Mainline Expansion
Cloud / Software / Internet100.0%100.0%0.9478.7%Mainline Expansion
AI / Robotics100.0%89.0%0.9373.8%Mainline Expansion
Nuclear / Uranium100.0%100.0%0.9367.7%Mainline Expansion
Silver100.0%100.0%0.9367.3%Mainline Expansion
Gold Miners100.0%100.0%0.9267.3%Mainline Expansion
Physical Gold100.0%100.0%0.9265.3%Mainline Expansion
Defense / Aerospace100.0%86.0%0.8972.5%Mainline Expansion

04ETF Ranking and Selection

Answer which ETF deserves attention first.

05Theme Structure

Separate breadth, breakout, defense and fit.
Participation
77.0%
Breakout Share
64.0%
Defense
23.0%
Average Fit
66.7%
Score
58.9%

06ETF Comparison Module

Each ETF shows trend, stage, room, fit and ranking reason.
TickerNameTrendStageTarget RoomHistorical FitRankWhy Leading
PFXFVanEck Preferred Securities ex Fi…strong bullish zoneL4+0.2%62.9%1/11Above L4, strongest breakout confirmation
BIZDVanEck BDC Income ETFstrong bullish zoneL4+1.5%64.4%2/11Above L4, strongest breakout confirmation
IYFiShares U.S. Financials ETFstrong bullish zoneL4+0.2%62.8%3/11Above L4, strongest breakout confirmation
PFFAVirtus InfraCap U.S. Preferred St…strong bullish zoneL4+1.0%62.4%4/11Above L4, strongest breakout confirmation
IYGiShares U.S. Financial Services E…strong bullish zoneL4+-0.1%61.7%5/11Above L4, strongest breakout confirmation
IAIiShares U.S. Broker-Dealers & Sec…strong bullish zoneL4+2.8%62.8%6/11Above L4, strongest breakout confirmation
PFFDGlobal X U.S. Preferred ETFbullish-leaning zoneL1-L20.6%63.4%7/11Above L3 by 0.2%, stronger group position
KREState Street SPDR S&P Regional Ba…bullish-leaning zoneL2-L31.0%62.5%8/11Above L3 by 0.4%, stronger group position
IAKiShares U.S. Insurance ETFbearish-leaning zoneL2-L35.6%63.9%9/11Currently in L2-L3, useful peer benchmark
PGXInvesco Preferred ETFbearish-leaning zoneL1-L21.8%62.8%10/11Currently in L1-L2, useful peer benchmark

07ETF Lanes

Narrow the group before opening ETF details.

08What This Page Answers

Three frequent questions with direct answers.
Is Financials / Banks strong now?

Financials / Banks is currently in Mainline Expansion; participation is 77.0% and breakout share is 64.0%.

Which Financials / Banks ETF should be checked first?

Start with the first ranking card, then verify boundaries, review history and liquidity on the detail page.

What should I do next?

Open a single ETF detail page and verify Daily Review, boundary prices, holdings, liquidity and fees.

1

Read rotation first

Use the rotation radar to place this group in the broader market.

Open Rotation Radar ->
2

Then check ranking

Open the higher-ranked ETF detail first.

Open Top ETF ->
3

Cross-check peers

If the group is weak, compare peers to see where strength is moving.

Back to Research ->

09Group Distribution

Trend and boundary distribution clarify structure quickly.

Trend Distribution

72.7%27.3%
Bullish
72.7%
8
Bearish
27.3%
3

Boundary Distribution

54.5%27.3%18.2%
L4+
54.5%
6
L1-L2
27.3%
3
L2-L3
18.2%
2

10Difference Reading

Conclusion, evidence and boundary note.
Insight
  • Conclusion - Financials / Banks is still one of the strongest groups, but it is already extended above L4 across many members, so read it as profit-taking and pullback management first.
  • Evidence - Participation 77.0% · Breakout Share 64.0% · Average Fit 66.7%
  • Boundary - Compare leaders and laggards instead of treating the whole group as one state.

11ETF Comparison

Compare on one basis instead of reading one-day moves only.
TickerNameTrendZoneLinesStructure FitReviewScore
PFXFVanEck Preferred Securities ex Fi…strong bullish zoneL4+462.9%0.0%0.77
BIZDVanEck BDC Income ETFstrong bullish zoneL4+464.4%0.0%0.76
IYFiShares U.S. Financials ETFstrong bullish zoneL4+462.8%0.0%0.76
PFFAVirtus InfraCap U.S. Preferred St…strong bullish zoneL4+462.4%0.0%0.76
IYGiShares U.S. Financial Services E…strong bullish zoneL4+461.7%0.0%0.75
IAIiShares U.S. Broker-Dealers & Sec…strong bullish zoneL4+462.8%0.0%0.71
PFFDGlobal X U.S. Preferred ETFbullish-leaning zoneL1-L2363.4%0.0%0.70
KREState Street SPDR S&P Regional Ba…bullish-leaning zoneL2-L3362.5%0.0%0.69
IAKiShares U.S. Insurance ETFbearish-leaning zoneL2-L3163.9%0.0%0.47
PGXInvesco Preferred ETFbearish-leaning zoneL1-L2162.8%0.0%0.36
VRPInvesco Variable Rate Preferred E…bearish-leaning zoneL1-L2170.0%0.0%0.33

1212-Session Cross-Section Comparison

Compare each ETF over the recent 12-session cross-section by trend, boundary, fit and review state.
Position Layer
Average vs L3 0.3%

Shows whether the group is only crossing the midline or already stretched far from L3.

Buffer Layer
Average vs L1 2.3%

Shows how much buffer remains above L1, which helps separate repair from stability.

Fit Layer
Average Boundary60 38.6

Shows the average historical boundary review score, a quick read on evidence quality.

TickerNameTrendLinesZoneStructure FitReviewvs L3vs L1L4 StateSamples
PFXFVanEck Preferred Securities ex Fi…strong bullish zone4L4+62.9%100.0%0.9%3.4%tentative_breakout60
BIZDVanEck BDC Income ETFstrong bullish zone4L4+64.4%20.0%1.6%6.5%tentative_breakout60
IYFiShares U.S. Financials ETFstrong bullish zone4L4+62.8%60.0%0.7%2.3%tentative_breakout60
PFFAVirtus InfraCap U.S. Preferred St…strong bullish zone4L4+62.4%25.0%0.8%2.7%tentative_breakout60
IYGiShares U.S. Financial Services E…strong bullish zone4L4+61.7%50.0%0.7%2.5%tentative_breakout60
IAIiShares U.S. Broker-Dealers & Sec…strong bullish zone4L4+62.8%33.3%0.8%3.5%tentative_breakout60
PFFDGlobal X U.S. Preferred ETFbullish-leaning zone3L1-L263.4%25.0%0.2%1.5%below trigger60
KREState Street SPDR S&P Regional Ba…bullish-leaning zone3L2-L362.5%50.0%0.4%2.7%below trigger60
IAKiShares U.S. Insurance ETFbearish-leaning zone1L2-L363.9%0.0%-1.9%0.4%below trigger60
PGXInvesco Preferred ETFbearish-leaning zone1L1-L262.8%66.7%-0.3%0.2%below trigger60
VRPInvesco Variable Rate Preferred E…bearish-leaning zone1L1-L270.0%20.0%-0.2%0.1%below trigger60

13Historical Review Frame

Combine phase-target replay, reach efficiency and boundary review in one table.
Current Phase
Average samples 4

Shows how many historical phase samples this group can replay against.

Phase Review
15/30D 15.5% / 31.2%

Shows how often targets were reached in shorter windows, a read on near-term efficiency.

Boundary Review
60D 40.9% · avg 40.9 days

Combines 60D reach rate and average days to target, a read on completion speed.

TickerNameReview SamplesHit RateAvg DaysL4 15DL4 30DL4 60DStabilityBoundary 20Boundary 60
PFXFVanEck Preferred Securities ex Fi…3100.0%28.033.3%66.7%100.0%lower confidence44.840.4
BIZDVanEck BDC Income ETF520.0%14.020.0%20.0%20.0%moderate37.639.9
IYFiShares U.S. Financials ETF560.0%33.30.0%40.0%60.0%moderate34.838.9
PFFAVirtus InfraCap U.S. Preferred St…425.0%8.025.0%25.0%25.0%lower confidence35.537.5
IYGiShares U.S. Financial Services E…450.0%23.50.0%50.0%50.0%moderate33.736.1
IAIiShares U.S. Broker-Dealers & Sec…333.3%49.00.0%0.0%33.3%moderate29.731.4
PFFDGlobal X U.S. Preferred ETF425.0%12.025.0%25.0%25.0%moderate35.528.4
KREState Street SPDR S&P Regional Ba…650.0%15.016.7%50.0%50.0%moderate42.435.5
IAKiShares U.S. Insurance ETF30.0%222.00.0%0.0%0.0%moderate36.238.5
PGXInvesco Preferred ETF666.7%14.050.0%66.7%66.7%moderate38.535.7
VRPInvesco Variable Rate Preferred E…520.0%31.00.0%0.0%20.0%moderate66.562.5

14Boundary Position Table

Compare close with L2/L3/L4 and read the current boundary zone.
TickerNameCloseL2L3L4Position
PFXFVanEck Preferred Securities ex Fi…18.30017.99618.12918.256L4+
BIZDVanEck BDC Income ETF13.54013.13913.32813.506L4+
IYFiShares U.S. Financials ETF138.51136.95137.61138.29L4+
PFFAVirtus InfraCap U.S. Preferred St…21.1920.9021.0221.13L4+
IYGiShares U.S. Financial Services E…98.2597.0697.6098.14L4+
IAIiShares U.S. Broker-Dealers & Sec…192.01188.86190.48191.99L4+
PFFDGlobal X U.S. Preferred ETF18.72018.59718.67318.764L1-L2
KREState Street SPDR S&P Regional Ba…77.7576.8877.4178.18L2-L3
IAKiShares U.S. Insurance ETF145.47146.66148.26151.93L2-L3
PGXInvesco Preferred ETF10.70010.70610.73410.805L1-L2
VRPInvesco Variable Rate Preferred E…24.1824.2124.2424.32L1-L2

15Research Caliber

Grouping source, comparison order and interpretation boundary.
Grouping Source

Members follow the same grouping used by the rotation radar, so this page is rebuilt as data updates.

Reading Order

Read group breadth and distribution first, then ETF lanes, boundary position and historical fit.

Interpretation Boundary

The page explains relative structure inside the group; it does not replace official disclosures or suitability checks.

Risk Note - Risk note: group strength changes quickly. Verify official disclosures, liquidity and suitability independently.