Global Equities See a Pullback, but Flows Stay Positive

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Weekly Channel Summary

The Global Equity – Size & Style ETF channel currently tracks 100 ETFs across 69 issuers, representing a total of $188 billion in Assets Under Management (AUM). Over the past week, the segment saw modest positive activity with $59 million in net inflows. This builds on a strong long-term trajectory, with the channel attracting $17.97 billion year-to-date and an impressive $34.50 billion over the past year.

This Week’s Performance Leaders and Laggards

Performance was broadly negative across the channel this week. The Global Large Cap – Value category proved to be the most resilient, though still posting a week-to-date decline of -0.75%. Conversely, the Global Small | Mid Cap segment was the primary laggard, dropping -2.07% for the week. Despite the recent pullback, both categories remain in positive territory for the year, with Small | Mid Cap up 9.44% YTD and Large Cap Value up 8.72% YTD.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Global Large Cap – Value -0.75% 1.00% 0.29% 13.01% 8.72% 26.58%
Global Large Cap – Blend -0.99% 2.05% 3.14% 9.19% 6.37% 22.20%
Global Large Cap – Growth -1.52% 1.31% 3.64% 2.96% 1.39% 8.74%
Global Small | Mid Cap -2.07% -0.04% 0.74% 12.33% 9.44% 26.33%

Top & Bottom 5 ETFs by Weekly Performance

Among individual products, the AlphaDroid Defensive Sector Rotation ETF (EZRO) led the pack with a solid 4.67% return. On the other end of the spectrum, the City Different Investments Global Equity ETF (CDIG) and the Moonvest ETF (MNVT) experienced the steepest declines, falling -4.84% and -4.64%, respectively.

Ticker Fund Name WTD Performance
Top Performers
EZRO AlphaDroid Defensive Sector Rotation ETF 4.67%
GCOW Pacer Global Cash Cows Dividend ETF 1.23%
RWLC Rayliant NxtGen Multifactor US Equity ETF 0.86%
INFL Horizon Kinetics Inflation Beneficiaries ETF 0.85%
100 iShares Global 100 ETF 0.61%
Bottom Performers
CDIG City Different Investments Global Equity ETF -4.84%
MNVT Moonvest ETF -4.64%
BBHM BBH Select Mid Cap ETF -3.31%
ACTS FIS Tactical Equity ETF -3.20%
OAKI Oakmark International Large Cap ETF -3.20%

Analyzing the Weekly Flows

The channel gathered a total of $59 million in net new money over the past week. Global Small | Mid Cap received the most significant inflows, adding $51 million to its $4.4 billion in total AUM. Global Large Cap – Growth also captured notable investor interest, taking in $48 million. Meanwhile, the Global Large Cap – Blend category experienced the largest outflows, shedding $48 million for the week.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Global Small | Mid Cap 9 $4.4B $51M $113M -$29M -$30M $375M
Global Large Cap – Growth 4 $11.3B $48M $293M $560M $1,233M $2,737M
Global Large Cap – Value 13 $8.6B $8M $45M $178M $627M $897M
Global Large Cap – Blend 72 $163.3B -$48M $2,874M $11,080M $16,133M $30,481M

Top & Bottom 5 ETFs by 5-Day Flow

On an individual fund level, the Capital Group Global Growth Equity ETF (CGGO) was the top asset gatherer, bringing in $52 million. Conversely, the iShares MSCI World ETF (URTH) and the iShares Global 100 ETF (100) faced the heaviest redemptions, losing $140 million and $21 million, respectively.

Ticker Fund Name 5-Day Flow
Inflows
CGGO Capital Group Global Growth Equity ETF $52M
CGGE Capital Group Global Equity ETF $42M
INFL Horizon Kinetics Inflation Beneficiaries ETF $41M
CGDG Capital Group Dividend Growers ETF $37M
FEGE First Eagle Global Equity ETF $25M
Outflows
URTH iShares MSCI World ETF -$140M
100 iShares Global 100 ETF -$21M
AVOS Avos Global Equities ETF -$18M
RWLC Rayliant NxtGen Multifactor US Equity ETF -$17M
QWLD State Street SPDR MSCI World StrategicFactors ETF -$11M

Issuer League Table Update

Vanguard and iShares continue to dominate the Global Equity – Size & Style channel, commanding 39.70% and 31.81% of the total market share, respectively. Capital Group stood out as the top flow gatherer for the week, taking in $132 million in net new money, while iShares experienced the largest outflows, losing $147 million.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Vanguard 1 $74.47B 39.70%
iShares 11 $59.67B 31.81%
Capital Group 3 $18.60B 9.92%
JPMorgan 2 $7.15B 3.81%
Pacer 5 $3.51B 1.87%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Capital Group $132M
Horizon Kinetics $41M
First Eagle $25M
Outflows
iShares -$147M
Avos -$18M
Rayliant -$17M

For a deeper dive into these trends, access our FREE, in-depth Global Equity – Size & Style 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.