There are three forces driving returns in financials, and they seem to be lining up for outperformance.
Financial giant undercuts Vanguard with reductions in ETF and mutual fund fees.
At Fidelity, growing sector ETF business following firm’s mutual fund path.
Constructing portfolios using sector funds brings added costs and concentration.
Staple stocks are shining, but there are many ways investors can tap in to the segment.