Vanguard FTSE Emerging Markets ETF

VWO

Börsenwert 123 Mrd. $

The long-run return forecast for the Global Market Index continued to edge higher in September. Fueled by a decline in financial markets last month, GMI's projected return increased for a fifth straight month.

The Vanguard FTSE Emerging Markets ETF's (VWO) Taiwan exposure benefits from strong AI infrastructure spending and semiconductor demand, led by holdings such as TSMC. China's slowing retail sales, falling property investment and weak household borrowing weigh on VWO's Chinese holdings. India's bank lending is growing and consumer confidence index is still high, but higher oil costs complicate the outlook for its domestic businesses.

The Vanguard Total International Stock ETF provides broad exposure to both developed and emerging markets outside the United States. The Vanguard FTSE Emerging Markets ETF specifically targets developing economies, resulting in a higher concentration in technology and financial services.

The Vanguard FTSE Developed Markets ETF offers a lower expense ratio and higher dividend yield than the Vanguard FTSE Emerging Markets ETF. The Vanguard FTSE Developed Markets ETF provides exposure to established economies like Canada and Japan, while the Vanguard FTSE Emerging Markets ETF focuses on developing nations.

Emerging markets equities have spent most of 2026 outperforming the average U.S. portfolio, and investors hunting for a smarter way to own the asset class now have a new option to evaluate.

It's been a great time to be an emerging markets equity ETF investor, but it may also be a great time to revisit your EM ETF.

International or non-US investing has been quietly putting up robust numbers for shareholders. Today, we are seeing international, gold and even grains of late start to rally, without much give-back in the S&P 500 or Nasdaq.

The total return forecast for the Global Market Index continued to tick higher in August for the long-run outlook. The latest GMI return forecast (an annualized 8.1% performance) is modestly above last month's estimate but still far short of the benchmark's trailing return for the past ten years, although the gap has been narrowing lately.

Schwab International Equity ETF has a 0.03% expense ratio, which is half of the 0.06% charged by Vanguard FTSE Emerging Markets ETF. Schwab International Equity ETF focuses on developed economies like Japan and Korea, whereas Vanguard FTSE Emerging Markets ETF invests in developing nations like China and Taiwan.

The Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) has quietly become one of the more interesting concentration stories in