IPOS and FRDM Lead Global Ex-U.S. and Emerging Markets Performance

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Weekly Channel Summary

The Global Ex-U.S. Size & Style ETF channel currently manages approximately $1.56 trillion in total assets across 325 ETFs from 91 different issuers. The channel experienced significant investor interest this week, pulling in $8.61 billion in net inflows. This strong momentum is reflected in longer-term trends as well, with $9.39 billion in year-to-date (YTD) flows and a substantial $179.32 billion gathered over the past year.

This Week’s Performance Leaders and Laggards

Growth strategies dominated the performance leaderboard this week, led by the Global Ex-U.S. Large Cap – Growth category, which posted a strong week-to-date (WTD) return of 2.63%. Conversely, the Large Cap – Value segment lagged significantly, returning only 0.86% for the week. On a year-to-date basis, Growth remains the leader with a 3.63% return, while Value sits at 1.62%.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Large Cap – Growth 2.63% 5.41% 4.92% 10.21% 3.63% 27.71%
Small | Mid Cap 2.03% 5.22% 6.82% 13.96% 2.57% 41.16%
Emerging Small | Mid Cap 1.66% 3.65% 1.79% 7.33% 2.38% 20.71%
Large Cap – Blend 1.64% 4.94% 6.32% 12.19% 2.52% 33.22%
Emerging Large Cap 1.63% 5.27% 6.89% 16.78% 3.24% 33.75%
Large Cap – Value 0.86% 4.49% 8.26% 14.37% 1.62% 39.87%

Individual performance was led by the IPOS (Renaissance International IPO ETF) in the Global Ex-U.S. segment, which surged 7.01% WTD. In the Emerging Markets segment, FRDM (Freedom 100 Emerging Markets ETF) was the top performer with a 3.60% return. On the downside, HDEF (Xtrackers MSCI EAFE High Dividend Yield Equity ETF) and IDV (iShares International Select Dividend ETF) were the primary laggards, returning -0.74% and -0.43% respectively.

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

Ticker Fund Name WTD Performance
Top Performers
IPOS Renaissance International IPO ETF 7.01%
IMOM Alpha Architect International Quantitative Momentum ETF 4.93%
GRIN VictoryShares International Free Cash Flow Growth ETF 4.06%
PCIG Polen Capital International Growth ETF 3.78%
PQNT Pictet Al Enhanced International Equity ETF 3.42%
Bottom Performers
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF -0.74%
IDV iShares International Select Dividend ETF -0.43%
IPKW Invesco International BuyBack Achievers ETF -0.34%
XIDV Franklin International Dividend Booster Index ETF -0.27%
EFAS Global X MSCI SuperDividend EAFE ETF -0.26%

Top & Bottom 5 Emerging Market ETFs by Weekly Performance

Ticker Fund Name WTD Performance
Top Performers
FRDM Freedom 100 Emerging Markets ETF 3.60%
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund 3.46%
WCME First Trust WCM Developing World Equity ETF 3.25%
PCEM Polen Capital Emerging Markets ex China Growth ETF 3.16%
EMSF Matthews Emerging Markets Sustainable Future Active ETF 3.14%
Bottom Performers
BKF iShares MSCI BIC ETF -0.40%
DEM WisdomTree Emerging Markets High Dividend Fund 0.37%
LDEM iShares ESG MSCI EM Leaders ETF 0.37%
EMDV ProShares MSCI Emerging Markets Dividend Growers ETF 0.45%
EELV Invesco S&P Emerging Markets Low Volatility ETF 0.46%

Analyzing the Weekly Flows

The channel recorded a healthy $8.61 billion in net inflows this week. The Global Ex-U.S. Large Cap – Blend category was the primary beneficiary, attracting $4.68 billion in new capital, bringing its total AUM to $961.8 billion. Emerging Large Cap also saw significant interest with $2.82 billion in inflows, while the Global Ex-U.S. Large Cap – Growth category saw the softest demand among major segments, gathering just $132 million.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Global Ex-U.S. Large Cap – Blend 121 $961.8B $4,684M $23,646M $42,913M $4,867M $114,951M
Emerging Large Cap 100 $379.6B $2,820M $9,309M $19,497M $3,266M $40,191M
Global Ex-U.S. Large Cap – Value 52 $118.2B $786M $3,063M $5,197M $924M $19,112M
Global Ex-U.S. Small | Mid Cap 19 $60.8B $186M $1,386M $4,973M $187M $8,258M
Global Ex-U.S. Large Cap – Growth 26 $38.0B $132M $717M $992M $143M ($2,737M)
Emerging Small | Mid Cap 6 $3.1B $6M ($14M) $0M $6M ($457M)

Flow leaders were dominated by core low-cost broad index funds. IEFA (iShares Core MSCI EAFE ETF) led the Global Ex-U.S. segment with $1.39 billion in weekly inflows, while IEMG (iShares Core MSCI Emerging Markets ETF) took the top spot in Emerging Markets with $1.38 billion. On the flip side, JIRE (JPMorgan International Research Enhanced Equity ETF) saw the largest outflows at -$325 million, followed by IXUS (iShares Core MSCI Total International Stock ETF) which lost $121 million.

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

Ticker Fund Name 5-Day Flow
Inflows
IEFA iShares Core MSCI EAFE ETF $1,386M
VXUS Vanguard Total International Stock ETF $1,156M
EFA iShares MSCI EAFE ETF $353M
VEA Vanguard FTSE Developed Markets ETF $328M
IDEV iShares Core MSCI International Developed Markets ETF $303M
Outflows
JIRE JPMorgan International Research Enhanced Equity ETF ($325M)
IXUS iShares Core MSCI Total International Stock ETF ($121M)
VIGI Vanguard International Dividend Appreciation ETF ($120M)
ESGD iShares ESG Aware MSCI EAFE ETF ($87M)
GSID Marketbeta INTL Equity ETF ($14M)

Top & Bottom 5 Emerging Market ETFs by 5-Day Flow

Ticker Fund Name 5-Day Flow
Inflows
IEMG iShares Core MSCI Emerging Markets ETF $1,375M
EEM iShares MSCI Emerging Markets ETF $565M
EMXC iShares MSCI Emerging Markets ex China ETF $218M
AVEM Avantis Emerging Markets Equity ETF $126M
CGNG Capital Group New Geography Equity ETF $80M
Outflows
RWEM Rayliant Wilshire NxtGen Emerging Markets Eq ETF $0M
DEM WisdomTree Emerging Markets High Dividend Fund $0M
BKF iShares MSCI BIC ETF $0M
AVXC Avantis Emerging Markets ex-China Equity ETF $0M
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF $0M

Issuer League Table Update

The channel remains highly concentrated, with iShares and Vanguard controlling approximately 72.8% of the total market share. iShares is the clear leader by AUM with $609.91 billion (39.06% share), while Vanguard follows with $526.98 billion (33.75%). iShares also led the weekly inflow leaderboard, gathering $4.52 billion. In contrast, JPMorgan saw the largest weekly outflows among top issuers, losing $279 million.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 41 $609.91B 39.06%
Vanguard 9 $526.98B 33.75%
Schwab 7 $106.42B 6.81%
Dimensional 15 $84.64B 5.42%
SPDR 12 $57.19B 3.66%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
iShares $4,520M
Vanguard $1,655M
Dimensional $761M
Outflows
JPMorgan ($279M)
Timothy ($11M)
Inspire ($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.