Schwab International Equity ETF

SCHF

Market cap $66.3B

Easing geopolitical tensions, a softer dollar and improving risk appetite are reviving interest in global equity ETFs.

AI optimism and easing volatility fuel a $48.7B surge into global equity funds. Here are some global ETFs to consider.

International developed-market equities have outperformed US large caps through the first four months of 2026.

The Schwab International Equity ETF has outperformed US markets over the past year, driven by valuation rerating and sector/style rotation. I see limited structural or currency tailwinds for SCHF going forward, with valuation gaps narrowing and earnings growth expectations lagging the US. Japan's strong performance and sector allocation contributed to 2025 gains, but further upside appears incremental as much of the rerating is priced in.

Ceasefire hopes, persistent volatility in the U.S. markets and a softer dollar are driving investors to look beyond domestic equities and toward global equity ETFs for broader diversification.

In Q1, the narrative that we had at the start of the year has completely changed. The market has stopped chatting about new record highs and started to dig deep to find areas of shelter. The 11%+ yield territory is probably the last thing that would come to retirement income investors' minds when thinking about protection.

International stocks are trading for significantly cheaper valuations than U.S. companies. The Schwab International Equity ETF can be a great way to get international exposure.

The Schwab International Equity ETF is a solid idea for adding geographic diversification. Investors should note that this fund focuses only on developed market stocks.

As the U.S. market overheats, investors are pivoting to overseas stocks. Schwab's International Equity ETF is an easy way to profit from that “ABUSA” trend.

Choppy S&P 500 moves, AI-driven tech sell-offs and a softer dollar are pushing investors to look beyond U.S. equities, toward global equity ETFs amid volatility.