FSLBX
Fidelity Select Brokerage & Inv Mgmt
1W: -2.4%
1M: -9.4%
3M: -3.7%
YTD: -14.7%
1Y: -14.6%
3Y: +48.1%
5Y: +36.5%
$164.36
-0.22 (-0.13%)
Weekly Expected Move ±2.3%
$157
$161
$165
$168
$172
Similar ETFs
20 peers by holdings overlap (42 holdings)
LPEFX
ALPS Global Opportunity Fund
21.8%
Shared11 holdings
Total46
AUM$40M
Price$5.15
KCE
State Street SPDR S&P Capital Markets ETF
20.5%
Shared16 holdings
Total66
AUM$439M
Price$154.01
RYFIX
Rydex Financial Services Inv
19.4%
Shared28 holdings
Total156
AUM$11M
Price$104.49
LBO
WHITEWOLF Publicly Listed Private Equity ETF
18.9%
Shared7 holdings
Total37
AUM$6M
Price$23.93
BDAFX
Baron Durable Advantage Fund Retail Shares
18.3%
Shared7 holdings
Total30
AUM$521M
Price$35.08
GPZ
VanEck Alternative Asset Manager ETF
18.2%
Shared6 holdings
Total19
AUM$222M
Price$21.37
VFAIX
Vanguard Financials Index Fund Admiral Shares
17.3%
Shared35 holdings
Total413
AUM$12.9B
Price$65.38
KOC
ETF
15.4%
Shared10 holdings
Total33
AUM—
Price—
YCGEX
YCG Enhanced
14.9%
Shared4 holdings
Total35
AUM$452M
Price$26.69
FIDSX
Select Financials Portfolio
14.8%
Shared11 holdings
Total64
AUM$1.1B
Price$16.22
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
14.7%
Shared10 holdings
Total35
AUM$1.3B
Price$175.89
PRISX
T. Rowe Price Financial Services Fund
14.4%
Shared13 holdings
Total92
AUM$1.2B
Price$48.22
BCFN
Baron Financials ETF
14.3%
Shared6 holdings
Total41
AUM$43M
Price$21.37
BMPEX
Beck Mack + Oliver Partners Fund
14.1%
Shared3 holdings
Total24
AUM$72M
Price$27.19
GPEQ.AX
ETF
13.4%
Shared5 holdings
Total—
AUM—
Price—
BEGIX
Sterling Capital Equity Income Fund Institutional Shares
12.4%
Shared4 holdings
Total31
AUM$561M
Price$18.27
MSFAX
Morgan Stanley Inst Global Franchise I
12.2%
Shared4 holdings
Total32
AUM$1.7B
Price$27.36
DXF.TO
Dynamic Active Global Financial Services ETF
12.2%
Shared4 holdings
Total—
AUM$17M
Price$51.81
FDFF
Fidelity Disruptive Finance ETF
11.6%
Shared6 holdings
Total46
AUM$40M
Price$34.37
NGPE.TO
NBI Global Private Equity ETF Trust Units
11.1%
Shared4 holdings
Total—
AUM$343M
Price$45.15
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FSLBX | $821M | 40 | 53.0% | 23.6 | 4.4 | 5.1 | 18.9% | 21.5% | 2.26% | +21.6% | +28.0% | 55.2 | 5.9 |
| LPEFX | $40M | 46 | 38.4% | 11.1 | 2.3 | 3.1 | 22.7% | 27.8% | 3.87% | +38.3% | +35.1% | 56.4 | 5.7 |
| KCE | $439M | 66 | 17.1% | 20.9 | 3.4 | 2.9 | 16.6% | 13.4% | 2.09% | +25.7% | +21.8% | 54.8 | 5.8 |
| RYFIX | $11M | 156 | 20.3% | 10.7 | 1.5 | 2.0 | 15.1% | 18.5% | 2.68% | +24.8% | +42.8% | 52.9 | 6.1 |
| LBO | $6M | 37 | 69.3% | 27.8 | 2.8 | 3.5 | 10.8% | 12.6% | 6.34% | +22.4% | -1.1% | 44.1 | 5.4 |
| BDAFX | $521M | 30 | 59.1% | 3.9 | 1.3 | 1.7 | 39.6% | 44.9% | 1.09% | +21.7% | +35.4% | 61.1 | 6.4 |
| GPZ | $222M | 19 | 71.6% | 38.9 | 3.8 | 3.5 | 10.6% | 8.9% | 3.35% | +18.6% | +26.5% | 48.7 | 5.6 |
| VFAIX | $12.9B | 413 | 44.0% | 12.4 | 1.8 | 2.8 | 15.3% | 22.4% | 2.12% | +29.3% | +34.6% | 52.8 | 6.2 |
| KOC | — | 33 | 73.3% | 16.0 | 2.9 | 2.9 | 17.8% | 18.0% | 1.56% | +9.3% | +25.7% | 42.8 | 6.2 |
| YCGEX | $452M | 35 | 45.9% | 13.5 | 4.3 | 3.8 | 36.7% | 28.5% | 1.62% | +12.0% | +25.9% | 66.8 | 6.7 |
| FIDSX | $1.1B | 64 | 43.9% | 11.2 | 1.7 | 2.8 | 15.1% | 25.1% | 2.36% | +32.9% | +41.9% | 54.4 | 6.4 |