Emerging Markets Take the Lead In Performance

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Weekly Channel Summary

The Global Ex-U.S. Size & Style ETF channel currently encompasses 332 ETFs across 91 issuers, commanding a massive $1.74 trillion in total Assets Under Management (AUM). The segment demonstrated strong momentum over the past week, pulling in $4.45 billion in net new assets. This robust weekly performance builds on consistent long-term demand, bringing Year-to-Date (YTD) flows to an impressive $105.36 billion and pushing trailing 1-year flows to $253.88 billion.

This Week’s Performance Leaders and Laggards

This week, the Emerging Large Cap category led the pack, delivering a standout 6.92% return for the week and further solidifying its strong Year-to-Date (YTD) position of 11.07%. On the other end of the spectrum, the Global Ex-U.S. Large Cap – Value category lagged the broader channel, posting a 3.62% Week-to-Date (WTD) return, though it still maintains a respectable 9.28% return YTD.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Emerging Large Cap 6.92% 3.45% 7.58% 16.88% 11.07% 51.82%
Emerging Small | Mid Cap 5.91% 4.01% 7.00% 10.72% 9.55% 41.29%
Global Ex-U.S. Large Cap – Growth 5.70% 2.25% 1.21% 8.51% 4.92% 33.91%
Global Ex-U.S. Small | Mid Cap 4.70% 2.16% 5.81% 15.49% 8.53% 48.86%
Global Ex-U.S. Large Cap – Blend 4.59% 2.39% 3.83% 12.16% 6.46% 37.77%
Global Ex-U.S. Large Cap – Value 3.62% 3.17% 7.51% 17.86% 9.28% 46.00%

Looking at individual fund performance, the top standout in the Emerging Markets segment was the Nomura ETF Trust Nomura Focused Emerging Markets Equity ETF (EMEQ), which surged 11.79% over the past five days. In the Global Ex-U.S. space, the Renaissance International IPO ETF (IPOS) topped the charts with a 10.77% gain. Conversely, the week’s sharpest underperformers across the board were the Invesco International Dividend Achievers ETF (PID) and the Ocean Park International ETF (DUKX), which posted muted gains of just 0.86% and 0.93%, respectively.

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

Ticker Fund Name WTD Performance
Top Performers
IPOS Renaissance International IPO ETF 10.77%
GRIN VictoryShares International Free Cash Flow Growth ETF 8.36%
FPXI First Trust International Equity Opportunities ETF 8.23%
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 7.65%
BCIL Bancreek International Large Cap ETF 7.60%
Bottom Performers
PID Invesco International Dividend Achievers ETF 0.86%
DUKX Ocean Park International ETF 0.93%
LVHI Franklin International Low Volatility High Dividend Index ETF 1.26%
EFAV iShares MSCI EAFE Min Vol Factor ETF 1.31%
DWMF WisdomTree International Multifactor Fund 1.78%

Top & Bottom 5 Emerging Market ETFs by Weekly Performance

Ticker Fund Name WTD Performance
Top Performers
EMEQ Nomura ETF Trust Nomura Focused Emerging Markets Equity ETF 11.79%
EEMO Invesco S&P Emerging Markets Momentum ETF 10.55%
PEMX Putnam Emerging Markets ex-China ETF 9.94%
STXE Strive Emerging Markets Ex-China ETF 9.81%
EMES Harbor Emerging Markets Select ETF 9.46%
Bottom Performers
EDOG ALPS Emerging Sector Dividend Dogs ETF 2.64%
DVYE iShares Emerging Markets Dividend ETF 2.97%
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 2.98%
EELV Invesco S&P Emerging Markets Low Volatility ETF 3.12%
DEM WisdomTree Emerging Markets High Dividend Fund 3.67%

Analyzing the Weekly Flows

The Global Ex-U.S. Size & Style channel attracted a solid $4.45 billion in total net flows this week. The vast majority of this capital was directed toward the Global Ex-U.S. Large Cap – Blend category, which gathered an impressive $2.74 billion, boosting its massive $1.06 trillion AUM base. The Emerging Large Cap category also saw significant interest, bringing in $1.07 billion. Meanwhile, the only category to experience net redemptions was Emerging Small | Mid Cap, shedding a minor $12 million.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Global Ex-U.S. Large Cap – Blend 123 $1,058.3B $2,742M $13,325M $47,166M $52,064M $143,461M
Emerging Large Cap 102 $428.8B $1,066M $1,256M $30,111M $33,378M $66,003M
Global Ex-U.S. Large Cap – Value 53 $137.2B $249M $549M $8,807M $9,731M $26,869M
Global Ex-U.S. Large Cap – Growth 26 $45.4B $235M $5,269M $6,574M $6,717M $6,846M
Global Ex-U.S. Small | Mid Cap 20 $67.7B $173M $897M $3,251M $3,506M $10,918M
Emerging Small | Mid Cap 6 $3.3B ($12M) ($14M) ($44M) ($37M) ($220M)

At the individual fund level, the iShares MSCI Emerging Markets ex China ETF (EMXC) dominated Emerging Markets flows by taking in $381 million. Within the Global Ex-U.S. cohort, the iShares MSCI ACWI ex U.S. ETF (ACWX) was the clear favorite, attracting a massive $846 million in new capital. On the outflow side, the heaviest overall redemptions hit the WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) and the First Trust Developed Markets ex-US AlphaDEX Fund (FDT), which lost $19 million and $17 million, respectively.

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

Ticker Fund Name 5-Day Flow
Inflows
ACWX iShares MSCI ACWI ex U.S. ETF $846M
IEFA iShares Core MSCI EAFE ETF $366M
SCHF Schwab International Equity ETF $299M
FENI Fidelity Enhanced International ETF $182M
CORO iShares International Country Rotation Active ETF $175M
Outflows
IHDG WisdomTree International Hedged Quality Dividend Growth Fund ($19M)
FDT First Trust Developed Markets ex-US AlphaDEX Fund ($17M)
BKIE BNY Mellon International Equity ETF ($9M)
VIDI Vident International Equity Strategy ETF ($8M)
XIDV Franklin International Dividend Booster Index ($7M)

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 $381M
AVEM Avantis Emerging Markets Equity ETF $301M
EMOP AB Emerging Markets Opportunities ETF $87M
DFAE Dimensional Emerging Core Equity Market ETF $57M
DFEV Dimensional Emerging Markets Value ETF $40M
Outflows
DGS WisdomTree Emerging Markets SmallCap Dividend Fund ($12M)
SEEM SEI Select Emerging Markets Equity ETF $0M
RWEM Rayliant Wilshire NxtGen Emerging Markets Eq $0M
EMM Global X Emerging Markets ex-China ETF $0M
SDEM Global X MSCI SuperDividend Emerging Markets ETF $0M

Issuer League Table Update

The competitive landscape remains top-heavy, with iShares and Vanguard continuing to dominate market share at 38.87% and 33.33%, respectively. iShares was also the undisputed flow leader this week, pulling in a staggering $2.28 billion in net new assets. In contrast, BNY Mellon experienced the week’s largest net outflows, seeing $9 million depart its funds.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 42 $676.67B 38.87%
Vanguard 9 $580.08B 33.33%
Schwab 7 $116.02B 6.67%
Dimensional 15 $95.71B 5.50%
State Street 12 $62.57B 3.59%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
iShares $2,283M
Avantis $573M
Schwab $315M
Outflows
BNY Mellon ($9M)
Vident ($8M)
WisdomTree ($7M)

For a deeper dive into these trends, access our FREE, in-depth Global Ex-U.S. 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.