Global Blend Categories Pull in $935M While Small-Caps Lead Returns

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Weekly Channel Summary

The EQ: Size & Style – Global ETF channel currently manages $159.0B in assets across 92 ETFs from 64 different issuers. The channel experienced a robust week of investor interest, netting $1.10B in new flows over the past five days. This positive momentum extends a strong trend, with Year-to-Date (YTD) flows reaching $3.28B and total flows over the past year climbing to $23.89B, highlighting the continued expansion of global equity strategies.

This Week’s Performance Leaders and Laggards

Performance was mixed across the global size and style spectrum this week. The Equity: Global Small | Mid Cap category led the way with a 1.12% return, while Equity: Global Large Cap – Value also showed strength at 0.83%. Conversely, the Equity: Global Large Cap – Growth category was the primary laggard, dipping -0.27%. Despite the weekly divergence, all categories remain positive on a YTD basis, with Small | Mid Cap leading the pack at 6.68%.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Equity: Global Small | Mid Cap 1.12% 5.51% 9.79% 13.41% 6.68% 24.64%
Equity: Global Large Cap – Value 0.83% 3.93% 7.95% 11.72% 4.14% 25.61%
Equity: Global Large Cap – Blend 0.16% 2.19% 4.59% 9.46% 2.82% 18.85%
Equity: Global Large Cap – Growth -0.27% 1.35% 0.52% 3.37% 1.80% 7.30%

Top & Bottom 5 ETFs by Weekly Performance

The single best-performing ETF this week was CGV (Conductor Global Equity Value ETF), which surged 3.43%. At the other end of the spectrum, RW (Rainwater Equity ETF) and TOLL (Tema Durable Quality ETF) were the primary laggards, falling -2.04% and -1.32%, respectively.

Ticker Fund Name WTD Performance
Top Performers
CGV Conductor Global Equity Value ETF 3.43%
EZMO Alpha Droid Broad Markets Momentum ETF 3.21%
INFL Horizon Kinetics Inflation Beneficiaries ETF 3.15%
GKAT Scharf Global Opportunity ETF 2.03%
SDIV Global X Superdividend ETF 1.70%
Bottom Performers
RW Rainwater Equity ETF -2.04%
TOLL Tema Durable Quality ETF -1.32%
PCGG Polen Capital Global Growth ETF -1.18%
CGDG Capital Group Dividend Growers ETF -0.88%
CGGE Capital Group Global Equity ETF -0.88%

Analyzing the Weekly Flows

The channel pulled in a total of $1.10B in net flows this week. The Equity: Global Large Cap – Blend category dominated, attracting $935M in fresh capital, bringing its total AUM to $137.6B. Other segments also saw positive flows, with Equity: Global Large Cap – Growth adding $87M. Every category within this channel finished the week with positive net flows, with Equity: Global Small | Mid Cap receiving the smallest relative inflow of $21M.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day YTD 1 Year
Equity: Global Large Cap – Blend 66 $137.6B $935M $3,435M $2,797M $20,741M
Equity: Global Large Cap – Growth 4 $9.4B $87M $348M $314M $2,366M
Equity: Global Large Cap – Value 14 $7.8B $56M $136M $160M ($187M)
Equity: Global Small | Mid Cap 8 $4.1B $21M $33M $13M $974M

Top & Bottom 5 ETFs by 5-Day Flow

The VT (Vanguard Total World Stock ETF) was the clear leader for inflows this week, bringing in $436M. On the outflow side, BBHL (BBH Select Large Cap ETF) and AGQI (First Trust Active Global Quality Income ETF) saw minor liquidations of ($1M) each.

Ticker Fund Name 5-Day Flow
Inflows
VT Vanguard Total World Stock ETF $436M
ACWI iShares MSCI ACWI ETF $142M
CGGO Capital Group Global Growth Equity ETF $86M
CGGE Capital Group Global Equity ETF $75M
SPGM SPDR Portfolio MSCI Global Stock Market ETF $66M
Outflows
BBHL BBH Select Large Cap ETF ($1M)
AGQI First Trust Active Global Quality Income ETF ($1M)
DIVS Guinness Atkinson Dividend Builder ETF ($1M)

Issuer League Table Update

Vanguard and iShares continue to dominate the global size and style landscape, controlling 39.63% and 32.16% of market share, respectively. Vanguard led the way in weekly asset gathering with $436M in inflows. Among the top-tier issuers, BBH saw the largest net outflows this week at ($4M), while others remained largely stable or positive.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Vanguard 1 $63.00B 39.63%
iShares 11 $51.12B 32.16%
Capital Group 3 $15.06B 9.47%
JPMorgan 2 $6.91B 4.35%
Pacer 4 $2.86B 1.80%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Vanguard $436M
Capital Group $213M
iShares $196M
Outflows
BBH ($4M)
First Trust ($1M)
Guinness Atkinson ($1M)

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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.