Global Funds Surge as Small Caps Lead Performance

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Weekly Channel Summary

The Global Size & Style channel currently houses $147B in assets across 86 ETFs from 60 issuers. For the week, the channel generated $1.05B in net inflows, pushing Year-to-Date flows to $17.21B and the 1-Year total to $18.84B. Activity was heavily concentrated in Large Cap Blend strategies, which accounted for the vast majority of new assets, while other segments remained relatively flat or saw minor net flows.

This Week’s Performance Leaders and Laggards

Performance was positive across the board this week, with the Global Small | Mid Cap category leading the pack with a 4.84% return. On the other end of the spectrum, Global Large Cap – Value lagged with a 2.81% return, though it remains the top-performing category Year-to-Date with a 22.13% gain.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Equity: Global Small | Mid Cap 4.84% 2.06% 3.25% 12.23% 17.92% 8.51%
Equity: Global Large Cap – Growth 3.85% -1.46% 1.13% 6.29% 9.45% 6.22%
Equity: Global Large Cap – Blend 3.57% 0.28% 4.63% 12.70% 19.25% 15.29%
Equity: Global Large Cap – Value 2.81% 2.47% 3.90% 12.08% 22.13% 16.47%

Top & Bottom 5 ETFs by Weekly Performance

The single best-performing ETF for the week was the AZTD (Aztlan Global Stock Selection DM SMID ETF), delivering a return of 6.94%. Among the laggards, the ACWV (iShares MSCI Global Min Vol Factor ETF) and the GCOW (Pacer Global Cash Cows Dividend ETF) saw the lowest WTD returns, though still positive.

Top Performers
Ticker Fund Name WTD Performance
AZTD Aztlan Global Stock Selection DM SMID ETF 6.94%
IGTR Innovator Gradient Tactical Rotation Strategy ETF 6.40%
CDIG City Different Investments Global Equity ETF 5.66%
GPT Intelligent Alpha Atlas ETF 5.14%
TOGA Tremblant Global ETF 5.05%
Bottom Performers
ACWV iShares MSCI Global Min Vol Factor ETF 1.09%
GCOW Pacer Global Cash Cows Dividend ETF 1.75%
MOTG VanEck Morningstar Global Wide Moat ETF 2.14%
BDVL iShares Disciplined Volatility Equity Active ETF Trust Unit 2.28%
DEW WisdomTree Global High Dividend Fund 2.30%

Analyzing the Weekly Flows

The channel gathered a robust $1.05B in net inflows this week. The Equity: Global Large Cap – Blend category was the dominant driver, taking in $1,007M (with $127.3B total AUM). Equity: Global Large Cap – Growth also saw positive momentum with $30M in inflows, while the Equity: Global Small | Mid Cap category remained essentially flat with $0M in flows.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Equity: Global Large Cap – Blend 60 $127.3B $1,007M $2,724M $6,295M $14,711M $16,225M
Equity: Global Large Cap – Growth 3 $8.4B $30M $198M $604M $1,982M $2,197M
Equity: Global Large Cap – Value 13 $7.5B $13M $142M $160M ($392M) ($568M)
Equity: Global Small | Mid Cap 7 $3.2B $0M $10M $71M $906M $988M

Top & Bottom 5 ETFs by 5-Day Flow

The VT (Vanguard Total World Stock ETF) dominated inflows this week. In contrast, the GEW (Cambria Global EW ETF) and the QWLD (SPDR MSCI World StrategicFactors ETF) saw the largest outflows.

Inflows
Ticker Fund Name 5-Day Flow
VT Vanguard Total World Stock ETF $442M
ACWI iShares MSCI ACWI ETF $360M
IOO iShares Global 100 ETF $132M
CGDG Capital Group Dividend Growers ETF $41M
CGGO Capital Group Global Growth Equity ETF $30M
Outflows
GEW Cambria Global EW ETF -$18M
QWLD SPDR MSCI World StrategicFactors ETF -$7M
KOKU Xtrackers MSCI Kokusai Equity ETF -$5M
TOLL Tema Durable Quality ETF -$4M
DWLD Davis Select Worldwide ETF -$3M

Issuer League Table Update

Vanguard and iShares continue to dominate the landscape, holding the top two spots for market share. iShares gathered the most in weekly inflows with $496M, while Cambria saw the largest outflows for the week.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Vanguard 1 $57.86B 39.25%
iShares 11 $48.18B 32.69%
Capital Group 3 $13.05B 8.85%
JPMorgan 2 $7.23B 4.90%
Pacer 4 $2.75B 1.86%

Top & Bottom 3 Issuers by 5-Day Flow

Inflows
Brand 5-Day Flow
iShares $496M
Vanguard $442M
Capital Group $89M
Outflows
Cambria -$18M
Xtrackers -$5M
Tema -$4M

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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.