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On September 2, TMX VettaFi Head of Research Todd Rosenbluth appeared on the Schwab Network to discuss ETF inflows nearing record highs in 2026 and the 50th anniversary of the first-ever index fund, the Vanguard 500 Index Fund.
August 2026 was a blockbuster month for ETF acquisitions. As Todd Rosenbluth, head of research at VettaFi, recently highlighted, the ETF industry is firing on all cylinders, attracting massive inflows and racing toward a potential new record.
VictoryShares Free Cash Flow ETF earns a "buy" rating due to its strong performance, attractive valuation, and robust growth metrics. VFLO's 13.20x forward P/E, double-digit EPS growth, and 24.38% free cash flow margins, and 7.75% FCF Yield, position it as a attractive GARP play versus many of its top-performing peers. Despite sector concentration in energy and technology, VFLO's low 0.81 beta and quality screens support resilience across market cycles.
VFLO tracks a quantitative index favoring free cash flow yield and growth, rebalancing quarterly toward companies with strong, growing FCF. VFLO trades at a forward P/E of 13.8x with an 8.66% FCF yield, versus the S&P 500's 23.5x forward P/E and sub-4% FCF yield. Rising hyperscaler debt, including Alphabet's jump from 23.6 billion to 98.2 billion dollars, highlights growing risk tied to AI infrastructure spending.
I recently sat down in our New York office with Mannik Dhillon, president of investment franchises & solutions and head of ETFs for Victory Capital. We dove straight into one of the most compelling factor stories in the ETF marketplace today: free cash flow investing.
I spent the last two weeks in Australia hanging out with kangaroos and koalas. However, the ETF market didn't take a vacation while I was away.
Value strategies have led year-to-date in 2026, but growth hasn't dropped out of the conversation. For financial advisors weighing both factors, free cash flow (FCF) offers a lens that doesn't force the choice.
The mantra carrying the markets higher for years has been to leave it to mega-cap tech titans and AI leaders to drive the bulk of market gains, leaving cap-weighted indexes historically top-heavy. But a new narrative has begun to take over.
SEC filings for VFLO aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.