Todd on Schwab Network: $GRIN, the Exchange Conference, and More

Why It Matters

The surge in international and fundamentals‑focused ETFs offers investors new avenues for return and risk mitigation, reshaping portfolio construction amid ongoing market turbulence.

Key Takeaways

• International equity ETFs see record inflows in early 2025.
• GRIN free‑cash‑flow ETF outperforms iShares core international benchmark.
• Quality‑growth and dividend‑focused ETFs gaining traction among investors.
• Options‑based ETFs and gold products featured at Exchange conference.
• Actively managed fixed‑income ETFs recommended for downside protection.

Summary

Todd Rosenluth of Vetify joined the Schwab Network to discuss a wave of activity in exchange‑traded funds as markets wrestle with volatility. He highlighted that 2024 and 2025 have already set new records for ETF inflows, with international equity ETFs posting the second‑strongest month ever. Investors, previously underweight overseas, are scrambling into developed‑market, emerging‑market and single‑country funds, seeking to capture missed gains. The conversation turned to specific products that are outperforming traditional benchmarks. Victory Shares’ GRIN free‑cash‑flow ETF, which blends historical and forward‑looking cash‑flow metrics, has outpaced the iShares Core MSCI International ETF. American Century’s QT quality‑growth fund and Franklin Templeton’s XIDV dividend‑booster also posted strong year‑to‑date returns, underscoring demand for fundamentals‑driven and income‑focused strategies. Rosenluth also previewed the upcoming Exchange conference in Las Vegas, where options‑based ETFs such as Goldman Sachs’ GPIX and GPIQ, as well as gold vehicles like State Street’s GLD and GLDM, will be spotlighted. He noted Goldman Sachs’ pending acquisition of Innovator Capital and the growing appeal of actively managed fixed‑income ETFs for portfolio protection. For investors, the takeaway is clear: diversify beyond domestic equities, consider ETFs that weight companies by cash‑flow or quality, and use options‑based or gold products to hedge volatility. The conference will serve as a barometer for how quickly these newer strategies gain mainstream adoption.

Original Description

Todd on Schwab Network: $GRIN, the Exchange conference, and more. Recorded live on 03/04/2026