U.S. Size & Style Recap: Mid Cap Value Shines While Large Cap Growth Stumbles

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Weekly Channel Summary

The U.S. Size & Style ETF channel concluded the week with total assets under management reaching $6,928 billion across 899 ETFs from 245 different issuers. The channel saw significant interest, attracting $26.38 billion in net inflows over the past week. This continues a strong positive trend, with year-to-date inflows now standing at $413.13 billion and total inflows over the past year reaching $583.68 billion.

This Week’s Performance Leaders and Laggards

Value-oriented strategies led the way in performance this week, with U.S. Mid Cap – Value posting the strongest returns at 0.17%. U.S. Small Cap – Value also finished in the green. On the other end of the spectrum, U.S. Large Cap – Growth was the primary laggard, dropping -2.74% for the week. Despite this setback, the Large Cap Growth category remains the clear leader on a year-to-date basis, up 15.80%.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
U.S. Mid Cap – Value +0.17% -1.58% +3.78% +11.91% +5.17% +0.19%
U.S. Small Cap – Value +0.07% -1.22% +5.81% +16.04% +2.66% -2.72%
U.S. Large Cap – Value -0.06% -0.73% +4.68% +11.93% +9.98% +5.50%
U.S. Mid Cap – Blend -0.18% -0.76% +3.95% +12.44% +6.15% +1.33%
U.S. Small Cap – Blend -0.51% -1.07% +5.65% +14.81% +5.28% -0.54%
U.S. Large Cap – Blend -1.20% -0.42% +5.04% +15.67% +12.00% +9.36%
U.S. Small Cap – Growth -1.26% -0.66% +6.81% +17.08% +7.13% +0.72%
U.S. Mid Cap – Growth -1.47% -1.63% +2.31% +13.88% +7.98% +4.82%
U.S. Large Cap – Growth -2.74% -0.39% +5.58% +21.76% +15.80% +14.87%

Top & Bottom ETFs by Weekly Performance

Highlighting the top and bottom performers by market cap, the Large Cap segment saw GQGU (GQG US Equity ETF) lead with a 1.96% gain, while the FFTY (Innovator IBD 50 ETF) struggled, falling -9.14%. In Mid Caps, the XMLV (Invesco S&P MidCap Low Volatility ETF) was the top performer at 2.00%, and the FRTY (Alger Mid Cap 40 ETF) was the worst, down -5.48%. For Small Caps, SCAP (Infrastructure Capital Small Cap Income ETF) rose 2.43%, as SMLL (Harbor Active Small Cap ETF) saw the largest decline at -4.55%.

Large Cap Performance

Ticker Fund Name WTD Performance
Top Performers
GQGU GQG US Equity ETF +1.96%
ICAP Infrastructure Capital Equity Income ETF +1.91%
SIXL ETC 6 Meridian Low Beta Equity ETF +1.82%
DIV Global X SuperDividend US ETF +1.62%
ABEQ Absolute Select Value ETF +1.39%
Bottom Performers
FFTY Innovator IBD 50 ETF -9.14%
BUZZ VanEck Social Sentiment ETF -8.03%
SGRT SMART Earnings Growth 30 ETF -6.18%
HCMT Direxion HCM Tactical Enhanced US ETF -4.89%
TSEL Touchstone Sands Capital US Select Growth ETF -4.83%

Mid Cap Performance

Ticker Fund Name WTD Performance
Top Performers
XMLV Invesco S&P MidCap Low Volatility ETF +2.00%
HSMV First Trust Horizon Managed Volatility Small/Mid ETF +1.80%
XMVM Invesco S&P MidCap Value with Momentum ETF +1.52%
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF +1.48%
FLQM Franklin U.S. Mid Cap Multifactor Index ETF +1.32%
Bottom Performers
FRTY Alger Mid Cap 40 ETF -5.48%
IPO Renaissance IPO ETF -5.09%
CBSE Clough Select Equity ETF -3.13%
SAEF Schwab Ariel Opportunities ETF -2.38%
TMFX Motley Fool Next Index ETF -2.38%

Small Cap Performance

Ticker Fund Name WTD Performance
Top Performers
SCAP Infrastructure Capital Small Cap Income ETF +2.43%
XSLV Invesco S&P SmallCap Low Volatility ETF +1.83%
ROSC Hartford Multifactor Small Cap ETF +1.75%
SMCF Themes US Small Cap Cash Flow Champions ETF +1.65%
FDM First Trust Dow Jones Select MicroCap Index Fund +1.37%
Bottom Performers
SMLL Harbor Active Small Cap ETF -4.55%
IWC iShares Micro-Cap ETF -4.42%
DWAS Invesco Dorsey Wright SmallCap Momentum ETF -2.95%
IWO iShares Russell 2000 Growth ETF -2.89%
VTWG Vanguard Russell 2000 Growth ETF -2.88%

Analyzing the Weekly Flows

The channel experienced robust inflows of $26.47 billion over the past five days. The U.S. Large Cap – Blend category was the standout, pulling in a massive $17.20 billion and growing its total AUM to $3.89 trillion. U.S. Large Cap – Growth also saw significant inflows, adding $6.94 billion. The largest outflows were seen in the U.S. Mid Cap – Growth category, which shed $65 million.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
U.S. Large Cap – Blend 334 $3,885.5B $17,196M $50,256M $99,966M $251,098M $345,683M
U.S. Large Cap – Growth 150 $1,238.4B $6,935M $22,928M $41,541M $105,360M $136,433M
U.S. Small Cap – Blend 60 $312.8B $2,361M $1,364M $6,114M ($7,534M) ($1,864M)
U.S. Large Cap – Value 190 $854.0B $213M $3,659M $18,478M $47,785M $70,748M
U.S. Small Cap – Value 34 $93.2B ($11M) ($404M) $190M ($3,784M) ($1,694M)
U.S. Mid Cap – Value 21 $73.3B ($47M) ($188M) $705M $1,077M $2,769M
U.S. Small Cap – Growth 18 $49.8B ($47M) $247M $83M ($1,910M) ($48M)
U.S. Mid Cap – Blend 66 $352.7B ($63M) $1,182M $5,403M $19,429M $28,702M
U.S. Mid Cap – Growth 23 $58.3B ($65M) $75M $1,382M $1,777M $3,120M

Top & Bottom ETFs by 5-Day Flow

At the individual ETF level, the SPY (SPDR S&P 500 ETF Trust) was the clear Large Cap leader, attracting $11.97 billion, while the DIA (SPDR Dow Jones Industrial Average ETF Trust) saw the largest outflows at $1.65 billion. For Mid Caps, JHMM (John Hancock Multifactor Mid Cap ETF) led inflows with $70 million, and the IJH (iShares Core S&P Mid-Cap ETF) topped outflows at $177 million. In the Small Cap space, IWM (iShares Russell 2000 ETF) gathered $1.47 billion, while SLYG (State Street SPDR S&P 600 Small Cap Growth ETF) saw the most redemptions at $42 million.

Large Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
SPY SPDR S&P 500 ETF Trust $11,971M
QQQ Invesco QQQ Trust Series I $2,765M
VOO Vanguard S&P 500 ETF $2,356M
IVV iShares Core S&P 500 ETF $2,084M
VONG Vanguard Russell 1000 Growth ETF $2,002M
Outflows
DIA SPDR Dow Jones Industrial Average ETF Trust ($1,653M)
SCHG Schwab U.S. Large-Cap Growth ETF ($935M)
VONV Vanguard Russell 1000 Value ETF ($416M)
ITOT iShares Core S&P Total U.S. Stock Market ETF ($409M)
MTUM iShares MSCI USA Momentum Factor ETF ($187M)

Mid Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
JHMM John Hancock Multifactor Mid Cap ETF $70M
GRPM Invesco S&P MidCap 400 GARP ETF $55M
SDVY First Trust SMID Cap Rising Dividend Achievers ETF $39M
XMMO Invesco S&P MidCap Momentum ETF $33M
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF $29M
Outflows
IJH iShares Core S&P Mid-Cap ETF ($177M)
MDY SPDR S&P Midcap 400 ETF Trust ($134M)
IWP iShares Russell Mid-Cap Growth ETF ($85M)
VO Vanguard Mid-Cap ETF ($78M)
IWS iShares Russell Mid-Cap Value ETF ($48M)

Small Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
IWM iShares Russell 2000 ETF $1,470M
IJR iShares Core S&P Small Cap ETF $663M
VTWO Vanguard Russell 2000 ETF $82M
AVUV Avantis U.S. Small Cap Value ETF $35M
VB Vanguard Small-Cap ETF $32M
Outflows
SLYG State Street SPDR S&P 600 Small Cap Growth ETF ($42M)
SLYV State Street SPDR S&P 600 Small Cap Value ETF ($35M)
CALF Pacer US Small Cap Cash Cows ETF ($32M)
IJS iShares S&P Small-Cap 600 Value ETF ($16M)
IWO iShares Russell 2000 Growth ETF ($16M)

Issuer League Table Update

Vanguard (33.85% market share) and iShares (27.47% market share) remain the dominant issuers in the U.S. Size & Style channel. However, this week’s flow leader was SPDR, which collected an impressive $10.47 billion. Among the top issuers, Schwab experienced the largest outflows, with $938 million exiting its funds.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Vanguard 38 $2,345.30B 33.85%
iShares 81 $1,903.41B 27.47%
SPDR 30 $1,021.51B 14.74%
Invesco 69 $678.25B 9.79%
Schwab 12 $298.59B 4.31%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
SPDR $10,473M
Vanguard $5,532M
iShares $4,674M
Outflows
Schwab -$938M
Pacer -$187M
Akre -$88M

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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.