Value Takes the Week, Blend Takes the Cash

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Weekly Channel Summary

The EQ: Size & Style – Global channel maintained its momentum this week, with Assets Under Management settling at $151B across 89 ETFs from 63 issuers. The channel attracted $630M in net inflows over the past five days, pushing Year-to-Date flows to $18.50B and the one-year total to $19.81B.

This Week’s Performance Leaders and Laggards

Value strategies took the lead this week, with the Equity: Global Large Cap – Value category posting the highest return at 0.82%. Conversely, Equity: Global Large Cap – Blend lagged the group, dipping slightly by -0.07%. Despite the quiet week, the Blend category remains a strong performer for the year, up 19.73% YTD.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Equity: Global Large Cap – Value 0.82% 1.61% 3.98% 10.71% 24.14% 19.71%
Equity: Global Small | Mid Cap 0.72% 1.46% 3.49% 11.29% 21.33% 16.76%
Equity: Global Large Cap – Growth -0.01% 0.83% 1.42% -0.60% 7.04% 2.20%
Equity: Global Large Cap – Blend -0.07% 0.11% 3.16% 10.59% 19.73% 15.41%

Top & Bottom 5 ETFs by Weekly Performance

The Frontier Asset Global Small Cap Equity ETF (FGSM) led individual funds with a 1.92% gain for the week. On the downside, the Alpha Droid Defensive Sector Rotation ETF (EZRO) and Xtrackers US National Critical Technologies ETF (CRTC) struggled, falling -1.42% and -1.21% respectively.

Ticker Fund Name WTD Performance
Top Performers
FGSM Frontier Asset Global Small Cap Equity ETF 1.92%
TOGA Tremblant Global ETF 1.81%
DIVD Altrius Global Dividend ETF 1.67%
SAGP Strategas Global Policy Opportunities ETF 1.49%
GKAT Scharf Global Opportunity ETF 1.33%
Bottom Performers
EZRO Alpha Droid Defensive Sector Rotation ETF -1.42%
CRTC Xtrackers US National Critical Technologies ETF -1.21%
WRND NYLI Global Equity R&D Leaders ETF -1.16%
PRAY FIS Christian Stock Fund -0.97%
GLBL Pacer MSCI World Industry Advantage ETF -0.88%

Analyzing the Weekly Flows

Investors allocated a net $630M to the channel this week. The Equity: Global Large Cap – Blend category captured the lion’s share of capital, pulling in $626M to bring its total AUM to $130.9B. Equity: Global Large Cap – Growth also saw positive movement with $14M in inflows, while Equity: Global Small | Mid Cap experienced the largest outflows, shedding $8M.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Equity: Global Large Cap – Blend 62 $130.9B $626M $2,916M $6,835M $15,891M $17,087M
Equity: Global Large Cap – Growth 3 $8.6B $14M $169M $579M $2,047M $2,169M
Equity: Global Large Cap – Value 13 $7.6B ($1M) $41M $156M ($377M) ($434M)
Equity: Global Small | Mid Cap 8 $3.8B ($8M) $30M $56M $926M $969M

Top & Bottom 5 ETFs by 5-Day Flow

The Vanguard Total World Stock ETF (VT) dominated inflows, gathering $566M. In contrast, the iShares Global 100 ETF (100) and JPMorgan Global Select Equity ETF (JGLO) faced the heaviest selling pressure, with outflows of $51M and $15M respectively.

Ticker Fund Name 5-Day Flow
Inflows
VT Vanguard Total World Stock ETF $566M
CGGE Capital Group Global Equity ETF $30M
CGDG Capital Group Dividend Growers ETF $20M
CGGO Capital Group Global Growth Equity ETF $17M
FEGE First Eagle Global Equity ETF $16M
Outflows
100 iShares Global 100 ETF -$51M
JGLO JPMorgan Global Select Equity ETF -$15M
SDIV Global X Superdividend ETF -$7M
TMFG Motley Fool Global Opportunities ETF -$3M
HERD Pacer Cash Cows Fund of Funds ETF -$2M

Issuer League Table Update

Vanguard continues to lead the space, commanding 39.67% of the market share, followed by iShares at 32.34%. Vanguard was also the top gatherer of assets this week, netting $566M, whereas iShares saw the largest outflows of $33M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Vanguard 1 $59.88B 39.67%
iShares 11 $48.81B 32.34%
Capital Group 3 $13.36B 8.85%
JPMorgan 2 $7.26B 4.81%
Pacer 4 $2.79B 1.85%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Vanguard $566M
Capital Group $67M
First Eagle $16M
Outflows
iShares -$33M
JPMorgan -$15M
Global X -$7M

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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.