Rosenbluth Talks Record Fixed Income ETFs & Thematics on Yahoo Finance

During a recent appearance on Yahoo Finance, I highlighted that flows into fixed income ETFs have already shattered previous records in 2026. And there are more than three months left in the year. Rather than running from high rates, advisors and investors put money to work before the Fed hiked rates. Ultra-short cash management vehicles like the iShares 0-3 Month Treasury Bond ETF (SGOV) continue to gather massive asset flows. However, investor demand extends far beyond passive Treasuries. We are seeing strong interest in active short-duration strategies where portfolio managers can dynamically select credit. Active funds like the T. Rowe Price Ultra Short Term Bond ETF (TBUX) and the PIMCO Enhanced Short Maturity Active ETF (MINT) have also drawn interest as advisors look to squeeze out extra yield while managing interest rate risk.

Value Stocks & Fundamental Weighting Our conversation on Yahoo Finance also focused on equity factor rotation. Value ETFs historically perform well in a rising or elevated rate environment, where near-term earnings and cash flow are rewarded over far-off growth expectations. The Schwab Fundamental U.S. Large Company ETF (FNDX) was cited as a prime example of how advisors can access value exposure. Instead of weighting companies by market capitalization, FNDX uses a rules-based fundamental methodology. The index scores stocks on metrics like sales, cash flow, and dividends/buybacks. This approach systematically trims highly valued names and rebalances into fundamentally sound, reasonably priced companies.

ETFs Targeting Tech Beyond the Standard Index Many investors reflexively think of standard broad funds like the State Street Technology Select Sector SPDR Fund (XLK) when seeking tech exposure. However, the fund is concentrated in a handful of megacaps. To complement their tech exposure without doubling down on the same megacaps, advisors are turning to niche, thematic ETFs. During the Yahoo segment I discussed: Defense Tech: The REX Defense Tech ETF (DRNZ) offers targeted exposure to cybersecurity, aerospace, and military technology. These are sectors backed by sustained federal spending cycles. Clean Energy Tech: The Amplify Lithium & Battery Technology ETF (BATT) allows investors to tap into energy transition infrastructure, battery storage technology, and EV supply chains.