

Seeking growth beyond U.S. borders? Global equity ETFs could offer diversification and exposure to attractive opportunities across international markets.

After a record-breaking 2025, the 2026 ETF market climbs to $1.2T in year-to-date inflows. We breakdown where investor demand is flowing.

The AI trade is under pressure as a semiconductor slump and financing concerns rattle markets, making global ETFs worth a closer look.
The ETF market saw inflows shift notably this past week, as investors funneled capital toward international valuation gaps and domestic large-cap equities. This, coupled with aggressive buying in the semiconductor sector amid a market drawdown, highlights continued investor appetite for growth despite broader market fluctuations.

I reiterate a "Buy" rating on iShares MSCI EAFE Value ETF, which has outperformed the S&P 500 by over 7 percentage points YTD. EFV offers diversified exposure to ex-U.S. developed-market value equities, with a low 12.7x P/E, 8.5% EPS growth, and a high 4.8% yield. Financials dominate EFV's allocation at 37%, driving robust performance despite global yield volatility and limited AI/tech exposure.

While American investors have spent the last decade celebrating the Magnificent Seven and paying premium multiples for U.S.

Vanguard turned up the competitive heat in international investing with today's launch of the Vanguard Developed Markets ex-US Value Index ETF (VDV) and the Vanguard Developed Markets ex-US Growth Index ETF (VDG).

Most U.S. investors have spent the last decade watching domestic equities outperform nearly everything else.