EQ: Size & Style – Global Ex-U.S. Weekly Recap: Value Strategies Show Resilience

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Weekly Channel Summary

The Global Ex-U.S. Size & Style ETF channel currently manages $1,629B in assets across 331 ETFs from 90 brands. This past week, the channel saw total net inflows of $1.42B. Year-to-Date (YTD) activity remains robust with $97.83B in net new money, contributing to a substantial $248.45B in total flows over the past year.

This Week’s Performance Leaders and Laggards

Market performance was mixed this week, led by Global Ex-U.S. Large Cap – Value with a 0.41% return. Conversely, Emerging Large Cap was the primary laggard, declining -1.19%. Despite the weekly dip, Emerging Large Cap maintains a strong YTD position of 2.74%, while Global Ex-U.S. Large Cap – Growth continues to struggle YTD at -4.27%.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Global Ex-U.S. Large Cap – Value 0.41% -8.66% 2.46% 10.04% 2.55% 27.29%
Global Ex-U.S. Small | Mid Cap 0.16% -10.39% 0.95% 29.22% 1.05% 6.56%
Global Ex-U.S. Large Cap – Blend -0.05% -10.48% -1.42% 19.03% -1.19% 4.29%
Emerging Small | Mid Cap -0.67% -8.21% 2.50% 19.67% 2.46% 3.26%
Global Ex-U.S. Large Cap – Growth -0.68% -11.73% -4.75% 13.45% -4.27% -0.64%
Emerging Large Cap -1.19% -10.06% 3.04% 9.43% 2.74% 28.33%

The IDVZ (Opal International Dividend Income ETF) led the Global Ex-U.S. segment with a 1.70% return, while SDEM (Global X MSCI SuperDividend Emerging Markets ETF) topped the Emerging Markets group at 1.41%. On the downside, EEMO (Invesco S&P Emerging Markets Momentum ETF) and EMEQ (Nomura ETF Trust Nomura Focused Emerging Markets Equity ETF) were the worst overall performers, falling -4.62% and -4.32% respectively.

Top & Bottom 5 Global Ex-U.S. ETFs by Weekly Performance

Ticker Fund Name WTD Performance
Top Performers
IDVZ Opal International Dividend Income ETF 1.70%
LVHI Franklin International Low Volatility High Dividend Index ETF 1.50%
DISV Dimensional International Small Cap Value ETF 1.35%
BAIV Brown Advisory International Value Select ETF 1.19%
DTAN Sparkline International Intangible Value ETF 1.18%
Bottom Performers
IPOS Renaissance International IPO ETF -3.32%
PJIO PGIM Jennison International Opportunities ETF -2.51%
PCIG Polen Capital International Growth ETF -2.22%
IGGY AB International Growth ETF -1.85%
OSEA Harbor International Compounders ETF -1.85%

Top & Bottom 5 Emerging Market ETFs by Weekly Performance

Ticker Fund Name WTD Performance
Top Performers
SDEM Global X MSCI SuperDividend Emerging Markets ETF 1.41%
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 1.38%
FEM First Trust Emerging Markets AlphaDEX Fund 1.07%
PXH Invesco RAFI Emerging Markets ETF 0.69%
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF 0.61%
Bottom Performers
EEMO Invesco S&P Emerging Markets Momentum ETF -4.62%
EMEQ Nomura ETF Trust Nomura Focused Emerging Markets Equity ETF -4.32%
EMSF Matthews Emerging Markets Sustainable Future Active ETF -3.31%
TEMX Touchstone Sands Capital Emerging Markets ex-China Growth ETF -2.74%
EMES Harbor Emerging Markets Select ETF -2.51%

Analyzing the Weekly Flows

The channel attracted $1,419M in net flows this week. Global Ex-U.S. Large Cap – Blend was the clear leader, securing $2,187M in new capital, bringing its total AUM to $990.6B. Global Ex-U.S. Large Cap – Growth also saw positive momentum with $111M in inflows. However, Global Ex-U.S. Large Cap – Value faced headwinds, recording the largest outflows of ($433M).

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Global Ex-U.S. Large Cap – Blend 121 $990.6B $2,187M $15,496M $49,472M $47,995M $141,704M
Global Ex-U.S. Large Cap – Growth 26 $42.0B $111M $5,125M $6,595M $6,449M $6,240M
Emerging Small | Mid Cap 6 $3.2B $0M ($1M) ($35M) ($24M) ($216M)
Emerging Large Cap 101 $400.3B ($183M) ($362M) $31,317M $31,102M $63,829M
Global Ex-U.S. Small | Mid Cap 20 $63.2B ($263M) $515M $2,992M $2,956M $10,300M
Global Ex-U.S. Large Cap – Value 54 $129.3B ($433M) $967M $9,427M $9,349M $26,588M

In the Global Ex-U.S. space, VEA (Vanguard FTSE Developed Markets ETF) dominated with $901M in weekly inflows. For Emerging Markets, EMXC (iShares MSCI Emerging Markets ex China ETF) took the lead with $877M. Conversely, EEM (iShares MSCI Emerging Markets ETF) and EFV (iShares MSCI EAFE Value ETF) saw significant withdrawals of ($1,179M) and ($261M) respectively.

Top & Bottom 5 Global Ex-U.S. ETFs by 5-Day Flow

Ticker Fund Name 5-Day Flow
Inflows
VEA Vanguard FTSE Developed Markets ETF $901M
IEFA iShares Core MSCI EAFE ETF $523M
ACWX iShares MSCI ACWI ex U.S. ETF $252M
CORO iShares International Country Rotation Active ETF $205M
DFIV Dimensional International Value ETF $143M
Outflows
EFV iShares MSCI EAFE Value ETF ($261M)
SCHC Schwab International Small-Cap Equity ETF ($233M)
SCHY Schwab International Dividend Equity ETF ($177M)
PID Invesco International Dividend Achievers ETF ($168M)
FNDF Schwab Fundamental International Equity ETF ($129M)

Top & Bottom 5 Emerging Market ETFs by 5-Day Flow

Ticker Fund Name 5-Day Flow
Inflows
EMXC iShares MSCI Emerging Markets ex China ETF $877M
AVEM Avantis Emerging Markets Equity ETF $140M
DEM WisdomTree Emerging Markets High Dividend Fund $49M
JHEM John Hancock Multifactor Emerging Markets ETF $44M
EMEQ Nomura ETF Trust Nomura Focused Emerging Markets Equity ETF $31M
Outflows
EEM iShares MSCI Emerging Markets ETF ($1,179M)
ESGE iShares ESG Aware MSCI EM ETF ($59M)
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF ($45M)
SPEM State Street SPDR Portfolio Emerging Markets ETF ($33M)
EMGF iShares Emerging Markets Equity Factor ETF ($18M)

Issuer League Table Update

iShares leads the issuer landscape with 38.29% market share, followed by Vanguard at 33.89%. Vanguard was the top flow gatherer this week, attracting $1,172M. Among the top issuers, Schwab saw the largest net outflows, totaling ($622M) for the five-day period.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 42 $623.60B 38.29%
Vanguard 9 $551.84B 33.89%
Schwab 7 $108.98B 6.69%
Dimensional 15 $91.31B 5.61%
State Street 12 $59.15B 3.63%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Vanguard $1,172M
Avantis $271M
iShares $245M
Outflows
Schwab ($622M)
Invesco ($165M)
VictoryShares ($56M)

For a deeper dive into these trends, access our FREE, in-depth 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.