Weekly Channel Summary
The “Global Equity – Size & Style” ETF channel currently stands at $171.2B in total Assets Under Management (AUM) across 97 ETFs and 68 unique issuers. Over the past week, the channel attracted $1.00B in net inflows. This builds upon a strong long-term trend, with Year-to-Date (YTD) flows reaching $14.03B and trailing 1-year flows hitting an impressive $33.86B.
This Week’s Performance Leaders and Laggards
Global equities saw positive momentum across the board this week. The Equity: Global Large Cap – Growth category led the pack with a solid 4.25% Week-to-Date (WTD) return, though it remains slightly negative for the year with a -3.60% Year-to-Date (YTD) return. Conversely, the Equity: Global Ex-U.S. Large Cap – Blend category was the primary laggard, gaining just 1.04% WTD. Meanwhile, the Equity: Global Small | Mid Cap category posted a respectable 3.16% WTD return and maintains a strong 8.21% YTD position.
Category Performance Snapshot
| Category | WTD | 1 Month | 3 Month | 6 Month | YTD | 1 Year |
|---|---|---|---|---|---|---|
| Equity: Global Large Cap – Growth | 4.25% | -0.51% | -6.17% | -2.20% | -3.60% | 15.63% |
| Equity: Global Large Cap – Blend | 3.69% | 0.94% | -0.58% | 6.85% | 1.93% | 30.65% |
| Equity: Global Small | Mid Cap | 3.16% | 1.97% | 14.43% | 4.25% | 8.21% | 40.79% |
| Equity: Global Large Cap – Value | 2.55% | 1.78% | 4.50% | 14.29% | 6.90% | 38.23% |
| Equity: Global Ex-U.S. Large Cap – Blend | 1.04% | — | — | — | — | — |
Top & Bottom 5 ETFs by Weekly Performance
Among individual funds, the FIS Tactical Equity ETF (ACTS) emerged as the single best-performing ETF this week with a stellar 7.46% return. On the other end of the spectrum, the Alpha Droid Broad Markets Momentum ETF (EZMO) and Alpha Droid Defensive Sector Rotation ETF (EZRO) were the two worst-performing ETFs, logging WTD returns of -0.05% and 0.00%, respectively.
| Ticker | Fund Name | WTD Performance |
|---|---|---|
| Top Performers | ||
| ACTS | FIS Tactical Equity ETF | 7.46% |
| WRND | NYLI Global Equity R&D Leaders ETF | 6.20% |
| CGGO | Capital Group Global Growth Equity ETF | 6.15% |
| RSEE | Rareview Systematic Equity ETF | 5.60% |
| IGTR | Innovator Gradient Tactical Rotation Strategy ETF | 5.36% |
| Bottom Performers | ||
| EZMO | Alpha Droid Broad Markets Momentum ETF | -0.05% |
| EZRO | Alpha Droid Defensive Sector Rotation ETF | 0.00% |
| ACWV | iShares MSCI Global Min Vol Factor ETF | 0.14% |
| INFL | Horizon Kinetics Inflation Beneficiaries ETF | 0.49% |
| GCOW | Pacer Global Cash Cows Dividend ETF | 0.53% |
Analyzing the Weekly Flows
The channel gathered $1.00B in total net inflows this week. The Equity: Global Large Cap – Blend category was the overwhelming favorite, commanding $937M in net new assets and bringing its massive total AUM to $148.6B. The Equity: Global Large Cap – Growth category also saw positive interest with $35M in weekly inflows. The Equity: Global Ex-U.S. Large Cap – Blend category had the smallest positive footprint with just $1M in inflows, though notably, no major category experienced aggregate net outflows over the trailing five days.
Category Flows Summary
| Category | Fund Count | AUM | 5 Day | 30 Day | 90 Day | YTD | 1 Year |
|---|---|---|---|---|---|---|---|
| Equity: Global Large Cap – Blend | 70 | $148.6B | $937M | $4,674M | $11,693M | $12,624M | $29,677M |
| Equity: Global Large Cap – Growth | 4 | $9.9B | $35M | $36M | $571M | $945M | $2,583M |
| Equity: Global Small | Mid Cap | 9 | $4.2B | $22M | -$51M | -$155M | -$157M | $661M |
| Equity: Global Large Cap – Value | 13 | $8.6B | $3M | $27M | $550M | $604M | $928M |
| Equity: Global Ex-U.S. Large Cap – Blend | 1 | $0.0B | $1M | $14M | — | — | — |
Top & Bottom 5 ETFs by 5-Day Flow
The Vanguard Total World Stock ETF (VT) was the undisputed leader for inflows, raking in $517M by dollar amount. On the outflow side, the iShares MSCI Global Min Vol Factor ETF (ACWV) and the Global X Superdividend ETF (SDIV) were the top two ETFs for outflows, shedding -$60M and -$16M, respectively.
| Ticker | Fund Name | 5-Day Flow |
|---|---|---|
| Inflows | ||
| VT | Vanguard Total World Stock ETF | $517M |
| ACWI | iShares MSCI ACWI ETF | $173M |
| FEGE | First Eagle Global Equity ETF | $51M |
| GCOW | Pacer Global Cash Cows Dividend ETF | $51M |
| CGGE | Capital Group Global Equity ETF | $44M |
| Outflows | ||
| ACWV | iShares MSCI Global Min Vol Factor ETF | -$60M |
| SDIV | Global X Superdividend ETF | -$16M |
| SFGV | Sequoia Global Value ETF | -$1M |
| RW | Rainwater Equity ETF | -$1M |
| FGSM | Frontier Asset Global Small Cap Equity ETF | -$1M |
Issuer League Table Update
Vanguard and iShares dominate the top 2 issuer spots by market share, commanding 38.91% and 32.27% of the channel’s AUM, respectively. Vanguard also gathered the most weekly inflows, adding $517M to its total. Conversely, Global X saw the largest outflows among issuers this week, losing $16M.
Top 5 Issuers by AUM
| Brand | Fund Count | AUM | AUM Market Share |
|---|---|---|---|
| Vanguard | 1 | $66.63B | 38.91% |
| iShares | 11 | $55.25B | 32.27% |
| Capital Group | 3 | $16.57B | 9.68% |
| JPMorgan | 2 | $6.88B | 4.02% |
| Pacer | 4 | $3.50B | 2.04% |
Top & Bottom 3 Issuers by 5-Day Flow
| Brand | 5-Day Flow |
|---|---|
| Inflows | |
| Vanguard | $517M |
| iShares | $154M |
| Capital Group | $102M |
| Outflows | |
| Global X | -$16M |
| CCM | -$1M |
| Rainwater | -$1M |
For a deeper dive into these trends, access our FREE, in-depth Global Equity – Size & Style ETF reports in the right side panel of this page.
Disclosures
This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.
This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.
