Global Ex-U.S. – Large Cap Blend Leads Performance, Channel Sees $1.7B Inflow

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Weekly Channel Summary

The Global Ex-U.S. Size & Style ETF channel, comprising 311 ETFs from 88 issuers, currently holds a total of $1.425 trillion in assets under management. Over the past week, the channel saw net inflows of $1.73 billion. Year-to-date, investors have poured $109.46 billion into this category, with flows over the past year reaching an impressive $133.93 billion, indicating sustained positive sentiment in international equities.

This Week’s Performance Leaders and Laggards

This week, the Global Ex-U.S. Large Cap Blend category led the charge with a 1.32% week-to-date return, contributing to its strong 25.55% year-to-date performance. In contrast, the Emerging Small | Mid Cap category was the primary laggard, posting a negative return of -0.12% for the week, though it remains up 15.13% year-to-date.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Equity: Global Ex-U.S. Large Cap – Blend 1.32% 0.77% 6.04% 18.93% 25.55% 19.05%
Equity: Global Ex-U.S. Large Cap – Value 1.23% 0.04% 6.69% 19.02% 29.60% 23.23%
Equity: Emerging Large Cap 1.23% 0.60% 7.96% 26.26% 24.63% 18.43%
Equity: Global Ex-U.S. Large Cap – Growth 1.13% 0.92% 4.22% 17.79% 20.70% 14.94%
Equity: Global Ex-U.S. Small | Mid Cap 0.82% -0.85% 5.90% 23.40% 29.98% 24.19%
Equity: Emerging Small | Mid Cap -0.12% -3.47% 2.30% 21.39% 15.13% 10.65%

Among individual ETFs, the First Trust Bloomberg Emerging Market Democracies ETF (EMDM) was the standout performer in Emerging Markets with a 4.80% gain. In the Global Ex-U.S. space, the Invesco International Growth Focus ETF (MTRA) led with a 3.77% return. On the other end, the Renaissance International IPO ETF (IPOS) and the Alpha Architect International Quantitative Momentum ETF (IMOM) were the week’s worst performers, down -2.35% and -1.93% respectively.

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

Ticker Fund Name WTD Performance
Top Performers
MTRA Invesco International Growth Focus ETF 3.77%
IDHQ Invesco S&P International Developed High Quality ETF 3.75%
QLTI GMO International Quality ETF 3.57%
MOTI VanEck Morningstar International Moat ETF 3.48%
BIDD iShares International Dividend Active ETF 3.47%
Bottom Performers
IPOS Renaissance International IPO ETF -2.35%
IMOM Alpha Architect International Quantitative Momentum ETF -1.93%
FFDI Fidelity Fundamental Developed International ETF -0.53%
DDLS WisdomTree Dynamic International SmallCap Equity Fund -0.62%
FYLD Cambria Foreign Shareholder Yield ETF -0.54%

Top & Bottom 5 Emerging Market ETFs by Weekly Performance

Ticker Fund Name WTD Performance
Top Performers
EMDM First Trust Bloomberg Emerging Market Democracies ETF 4.80%
EVLU iShares MSCI Emerging Markets Value Factor ETF 4.75%
FTHF First Trust Emerging Markets Human Flourishing ETF 4.61%
EMXC iShares MSCI Emerging Markets ex China ETF 4.17%
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 3.93%
Bottom Performers
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund -1.21%
ECOW Pacer Emerging Markets Cash Cows 100 ETF -1.10%
DGS WisdomTree Emerging Markets SmallCap Dividend Fund -1.04%
SCHE Schwab Emerging Markets Equity ETF -0.90%
EMCR Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF -0.83%

Analyzing the Weekly Flows

The channel attracted a total of $1.714 billion in net flows this week. The Global Ex-U.S. Large Cap – Blend category was the clear winner, pulling in $1.8 billion. This category, with a massive $879.4 billion in AUM, continues to dominate investor interest. Both the Global Ex-U.S. Large Cap – Value and Small | Mid Cap categories also saw significant inflows of $72 million each. Conversely, the Emerging Large Cap segment experienced the largest outflows, shedding $123 million.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Global Ex-U.S. Large Cap – Blend 111 $879.4B $1,800M $9,522M $30,932M $76,373M $92,890M
Global Ex-U.S. Large Cap – Value 51 $105.9B $72M ($39M) $2,761M $14,084M $16,515M
Global Ex-U.S. Small | Mid Cap 18 $52.9B $72M $269M $1,543M $3,277M $3,512M
Emerging Small | Mid Cap 6 $3.1B $0M ($2M) ($68M) ($491M) ($813M)
Global Ex-U.S. Large Cap – Growth 27 $36.0B ($106M) ($3,231M) ($2,041M) ($3,849M) ($1,646M)
Emerging Large Cap 98 $347.7B ($123M) $3,045M $6,616M $20,048M $23,452M

Drilling down to individual ETFs, the abrdn Emerging Markets Dividend Active ETF (AGEM) was the top asset gatherer in the Emerging Markets space, with $59 million in new assets. For Global Ex-U.S. ETFs, the Vanguard FTSE Developed Markets ETF (VEA) led with an impressive $486 million inflow. On the outflows side, the iShares MSCI Intl Quality Factor ETF (IQLT) and iShares International Dividend Active ETF (BIDD) saw the largest redemptions, with $235 million and $144 million respectively.

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

Ticker Fund Name 5-Day Flow
Inflows
VEA Vanguard FTSE Developed Markets ETF $486M
SPDW SPDR Portfolio Developed World ex-US ETF $441M
IEFA iShares Core MSCI EAFE ETF $367M
FENI Fidelity Enhanced International ETF $168M
AVDE Avantis International Equity ETF $153M
Outflows
IQLT iShares MSCI Intl Quality Factor ETF ($235M)
BIDD iShares International Dividend Active ETF ($144M)
VSS Vanguard FTSE All-World ex-US Small-Cap ETF ($113M)
EFG iShares MSCI EAFE Growth ETF ($92M)
EFV iShares MSCI EAFE Value ETF ($81M)

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

Ticker Fund Name 5-Day Flow
Inflows
AGEM abrdn Emerging Markets Dividend Active ETF $59M
AVEM Avantis Emerging Markets Equity ETF $49M
CGNG Capital Group New Geography Equity ETF $30M
EMOP AB Emerging Markets Opportunities ETF $27M
SEEM SEI Select Emerging Markets Equity ETF $14M
Outflows
EMXC iShares MSCI Emerging Markets ex China ETF ($104M)
EMCS Xtrackers MSCI Emerging Markets Climate Selection ETF ($101M)
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF ($53M)
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF ($26M)
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF ($26M)

Issuer League Table Update

iShares and Vanguard continue to dominate the issuer landscape, holding 39.56% and 33.68% of the market share, respectively. This week, Vanguard led the pack in asset gathering with $464 million in inflows. In contrast, iShares, despite its leading market share, experienced the largest outflows among top issuers, with a net redemption of $324 million.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 41 $563.78B 39.56%
Vanguard 9 $479.93B 33.68%
Schwab 7 $99.16B 6.96%
Dimensional 15 $75.54B 5.30%
SPDR 12 $52.31B 3.67%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Vanguard $464M
SPDR $450M
Avantis $415M
Outflows
iShares -$324M
Xtrackers -$120M
JPMorgan -$67M

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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.