Weekly Channel Summary
The Global Size & Style ETF channel currently manages $153B in total assets across 93 ETFs representing 64 unique issuers. This past week, the channel saw net inflows of $290M, continuing a strong trend of capital accumulation that has brought Year-to-Date (YTD) flows to $20.42B. Over the past year, the channel has attracted a total of $20.60B in net new money, reflecting sustained investor interest in global equity exposure despite shifting style leadership between growth and value throughout the year.
This Week’s Performance Leaders and Laggards
Equity performance across the global channel was broadly positive this week. The Equity: Global Large Cap – Growth category led the way with a Week-to-Date (WTD) return of 1.51%, though it remains the YTD laggard among major categories with a 10.76% return. Conversely, the Equity: Global Large Cap – Value category served as the primary laggard for the week with a 1.00% return, yet it continues to boast the strongest YTD performance in the channel at 24.94%.
Category Performance Snapshot
| Category | WTD | 1 Month | 3 Month | 6 Month | YTD | 1 Year |
|---|---|---|---|---|---|---|
| Equity: Global Large Cap – Growth | 1.51% | 1.61% | 1.74% | 5.35% | 10.76% | 8.75% |
| Equity: Global Large Cap – Blend | 1.35% | 2.41% | 4.31% | 10.91% | 21.41% | 19.40% |
| Equity: Global Small | Mid Cap | 1.18% | 2.72% | 4.46% | 11.33% | 22.51% | 22.00% |
| Equity: Global Large Cap – Value | 1.00% | 2.73% | 5.14% | 11.70% | 24.94% | 23.60% |
Top & Bottom 5 ETFs by Weekly Performance
Individual performance was led by the Scharf Global Opportunity ETF (GKAT), which gained 2.48% this week. On the lagging end, the City Different Investments Global Equity ETF (CDIG) returned 0.42%, followed by the Pacer Cash Cows Fund of Funds ETF (HERD) at 0.59%.
| Ticker | Fund Name | WTD Performance |
|---|---|---|
| Top Performers | ||
| GKAT | Scharf Global Opportunity ETF | 2.48% |
| EZMO | Alpha Droid Broad Markets Momentum ETF | 2.31% |
| WRND | NYLI Global Equity R&D Leaders ETF | 1.94% |
| BDYN | iShares Dynamic Equity Active ETF | 1.80% |
| 100 | iShares Global 100 ETF | 1.78% |
| Bottom Performers | ||
| CDIG | City Different Investments Global Equity ETF | 0.42% |
| HERD | Pacer Cash Cows Fund of Funds ETF | 0.59% |
| COPY | Tweedy Browne Insider + Value ETF Trust Units | 0.65% |
| DIVS | Guinness Atkinson Dividend Builder ETF | 0.77% |
| DIVD | Altrius Global Dividend ETF | 0.79% |
Analyzing the Weekly Flows
The Global Size & Style channel recorded a total net flow of $290M this week. Equity: Global Large Cap – Blend was the dominant recipient of capital, bringing in $783M in weekly inflows on a massive $132.5B AUM base. Global Large Cap – Growth also saw positive momentum with $54M in inflows. Conversely, Global Large Cap – Value experienced the largest categorical outflows of the week, shedding $560M.
Category Flows Summary
| Category | Fund Count | AUM | 5 Day | 30 Day | 90 Day | YTD | 1 Year |
|---|---|---|---|---|---|---|---|
| Equity: Global Large Cap – Blend | 63 | $132.5B | $783M | $3,057M | $7,763M | $17,653M | $17,795M |
| Equity: Global Large Cap – Growth | 3 | $8.8B | $54M | $179M | $526M | $2,160M | $2,198M |
| Equity: Global Small | Mid Cap | 8 | $3.9B | $3M | $45M | $49M | $948M | $951M |
| Equity: Global Large Cap – Value | 13 | $7.6B | ($560M) | $36M | $183M | ($363M) | ($358M) |
Top & Bottom 5 ETFs by 5-Day Flow
The Vanguard Total World Stock ETF (VT) led the channel with $451M in weekly inflows. On the outflow side, the Pacer Global Cash Cows Dividend ETF (GCOW) saw $522M in redemptions, followed by the iShares MSCI Global Min Vol Factor ETF (ACWV) which lost $48M.
| Ticker | Fund Name | 5-Day Flow |
|---|---|---|
| Inflows | ||
| VT | Vanguard Total World Stock ETF | $451M |
| ACWI | iShares MSCI ACWI ETF | $114M |
| CGGO | Capital Group Global Growth Equity ETF | $59M |
| URTH | iShares MSCI World ETF | $56M |
| CGDG | Capital Group Dividend Growers ETF | $47M |
| Outflows | ||
| GCOW | Pacer Global Cash Cows Dividend ETF | ($522M) |
| ACWV | iShares MSCI Global Min Vol Factor ETF | ($48M) |
| JGLO | JPMorgan Global Select Equity ETF | ($13M) |
| ESGG | FlexShares STOXX Global ESG Select Index | ($5M) |
| PCGG | Polen Capital Global Growth ETF | ($4M) |
Issuer League Table Update
Vanguard and iShares continue to dominate the Global Size & Style channel, controlling 39.39% and 32.50% of the market share, respectively. Vanguard solidified its leadership position by gathering the most weekly inflows with $451M. Among top-tier issuers, Pacer saw the largest outflows, losing $522M in weekly flows.
Top 5 Issuers by AUM
| Brand | Fund Count | AUM | AUM Market Share |
|---|---|---|---|
| Vanguard | 1 | $60.23B | 39.39% |
| iShares | 11 | $49.69B | 32.50% |
| Capital Group | 3 | $13.88B | 9.08% |
| JPMorgan | 2 | $7.19B | 4.71% |
| Pacer | 4 | $2.81B | 1.84% |
Top & Bottom 3 Issuers by 5-Day Flow
| Brand | 5-Day Flow |
|---|---|
| Inflows | |
| Vanguard | $451M |
| iShares | $188M |
| Capital Group | $130M |
| Outflows | |
| Pacer | ($522M) |
| JPMorgan | ($13M) |
| FlexShares | ($5M) |
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.
