$60 Billion Floods U.S. Equity ETFs Even as All Nine Style Boxes Finish Lower

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Weekly Channel Summary

The U.S. Size & Style ETF Channel currently commands $7,126B in total Assets Under Management (AUM) across 954 distinct products offered by 271 brands. Over the past 5 days, the space attracted a massive $59.81B in net inflows, maintaining a strong trajectory with Year-to-Date (YTD) flows sitting at $113.59B and 1-Year trailing flows reaching $536.76B.

This Week’s Performance Leaders and Laggards

It was a broadly negative week across the entire U.S. Size & Style landscape, with all nine style boxes finishing in the red. Mid Cap Growth demonstrated the most resilience, declining just -0.97%, while Large Cap Growth suffered the sharpest pullback, dropping -1.79%. From a YTD perspective, Small Cap Value and Large Cap Value remain the only categories holding onto positive ground at 1.40% and 0.64%, respectively.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Mid Cap Growth -0.97% -7.07% -4.82% -6.51% -3.64% 11.50%
Small Cap Value -1.07% -8.25% -0.12% 2.76% 1.40% 15.92%
Small Cap Growth -1.26% -7.95% -3.87% -1.48% -1.99% 15.76%
Small Cap Blend -1.31% -8.03% -2.71% -0.51% -1.04% 13.87%
Mid Cap Blend -1.33% -7.98% -2.04% 0.03% -0.91% 12.55%
Large Cap Value -1.48% -6.05% 0.58% 3.88% 0.64% 13.06%
Mid Cap Value -1.49% -9.01% -1.44% 0.81% -0.37% 11.96%
Large Cap Blend -1.70% -5.81% -3.24% -1.10% -3.21% 13.46%
Large Cap Growth -1.79% -5.59% -6.83% -5.80% -6.58% 16.29%

Top & Bottom ETFs by Weekly Performance

Drilling into specific products, EQRR (ProShares Equities for Rising Rates ETF) was the best performing Large Cap ETF at 2.16%. In the Mid Cap segment, CBSE (Clough Select Equity ETF) led the way with a 0.89% return, while SFLO (VictoryShares Small Cap Free Cash Flow ETF) paced the Small Cap space at 0.92%.

Ticker Fund Name WTD Performance
Top 5 Large Cap ETFs
EQRR ProShares Equities for Rising Rates ETF 2.16%
BOUT Innovator IBD Breakout Opportunities ETF 1.39%
MEME Roundhill Meme Stock ETF 0.90%
QQQG Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF 0.86%
QQQA ProShares Nasdaq-100 Dorsey Wright Momentum ETF 0.77%
Bottom 5 Large Cap ETFs
FFTY Innovator IBD 50 ETF -5.03%
TMDV ProShares Russell US Dividend Growers ETF -3.54%
TSIC Truth Social American Icons ETF Amrn Icons ETF -3.49%
HCMT Direxion HCM Tactical Enhanced US ETF -3.46%
EASY Liberty One Defensive Dividend Growth ETF -3.45%
Ticker Fund Name WTD Performance
Top 5 Mid Cap ETFs
CBSE Clough Select Equity ETF 0.89%
RNIN Bushido Capital US SMID Cap Equity ETF 0.69%
ZIG Acquirers Fund 0.32%
NUMG Nuveen ESG Mid-Cap Growth ETF 0.10%
IPO Renaissance IPO ETF -0.16%
Bottom 5 Mid Cap ETFs
CCFE Concourse Capital Focused Equity ETF -4.09%
XMLV Invesco S&P MidCap Low Volatility ETF -3.74%
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF -3.67%
HSMV First Trust Horizon Managed Volatility Small/Mid ETF -3.30%
CZA Invesco Zacks Mid-Cap ETF -2.69%
Ticker Fund Name WTD Performance
Top 5 Small Cap ETFs
SFLO VictoryShares Small Cap Free Cash Flow ETF 0.92%
DSMC Distillate Small/Mid Cash Flow ETF 0.24%
SMCF Themes US Small Cap Cash Flow Champions ETF 0.21%
CALF Pacer US Small Cap Cash Cows ETF -0.05%
TCV Towle Value ETF -0.16%
Bottom 5 Small Cap ETFs
SMMV iShares MSCI USA Small-Cap Min Vol Factor ETF -2.90%
SMDV ProShares Russell 2000 Dividend Growers ETF -2.56%
XSLV Invesco S&P SmallCap Low Volatility ETF -2.56%
IWC iShares Micro-Cap ETF -2.49%
XSHD Invesco S&P SmallCap High Dividend Low Volatility ETF -2.27%

Analyzing the Weekly Flows

The channel registered a sweeping $59.81B in net inflows across the past 5 days, a staggering influx for a single week. Notably, Large Cap Value commanded the most attention, hauling in an exceptional $28,072M against its $971.3B AUM base. Mid Cap Blend also acted as a significant magnet for capital, gathering $9,617M. Remarkably, no single category experienced net outflows over the 5-day stretch, although the Large Cap Blend category continues to lead 30-day outflows at -$6,082M.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Large Cap Value 195 $971.3B $28,072M $36,575M $34,884M $46,702M $82,365M
Mid Cap Blend 69 $387.5B $9,617M $12,251M $14,922M $16,811M $31,967M
Small Cap Blend 66 $339.3B $9,444M $8,916M $6,239M $9,063M $8,279M
Large Cap Growth 161 $1,196.9B $4,075M $2,072M $616M $8,934M $107,665M
Large Cap Blend 356 $3,932.6B $3,533M ($6,082M) $51,724M $25,380M $299,414M
Small Cap Growth 19 $52.6B $2,251M $2,616M $1,315M $1,425M $670M
Small Cap Value 36 $104.1B $1,618M $2,015M $2,526M $3,024M $2,000M
Mid Cap Value 23 $81.1B $768M $1,274M $582M $1,678M $2,495M
Mid Cap Growth 23 $58.4B $418M $727M $36M $553M $1,886M

Top & Bottom ETFs by 5-Day Flow

At the individual fund level, SCHD was the standout with $15,764M in inflows for Large Cap, while SPY saw heavy 5-Day outflows of -$13,616M. Mid Cap’s top gatherer was IJH with $3,121M flowing in, contrasting JHMM which bled -$272M. In Small Cap, VB pulled ahead with $3,484M in fresh assets, whereas IJS shed -$179M.

Ticker Fund Name 5-Day Flow
Top 5 Large Cap Flow Leaders
SCHD Schwab US Dividend Equity ETF $15,764M
SPYM State Street SPDR Portfolio S&P 500 ETF $10,267M
VOO Vanguard S&P 500 ETF $4,519M
VTI Vanguard Total Stock Market ETF $3,664M
VYM Vanguard High Dividend Yield Index ETF $3,369M
Bottom 5 Large Cap Flow Laggards
SPY State Street SPDR S&P 500 ETF -$13,616M
IVV iShares Core S&P 500 ETF -$3,835M
OEF iShares S&P 100 ETF -$1,668M
DIA State Street SPDR Dow Jones Industrial Aver.. -$588M
SPLV Invesco S&P 500 Low Volatility ETF -$431M
Ticker Fund Name 5-Day Flow
Top 5 Mid Cap Flow Leaders
IJH iShares Core S&P Mid-Cap ETF $3,121M
VO Vanguard Mid-Cap ETF $3,105M
VXF Vanguard Extended Market ETF $2,310M
VOE Vanguard Mid-Cap Value ETF $983M
SPMD State Street SPDR Portfolio S&P 400 Mid.. $422M
Bottom 5 Mid Cap Flow Laggards
JHMM John Hancock Multifactor Mid Cap ETF -$272M
IWS iShares Russell Mid-Cap Value ETF -$204M
DFAT Dimensional U.S. Targeted Value ETF -$147M
TMSL T. Rowe Price Small-Mid Cap ETF -$35M
XMHQ Invesco S&P MidCap Quality ETF -$14M
Ticker Fund Name 5-Day Flow
Top 5 Small Cap Flow Leaders
VB Vanguard Small-Cap ETF $3,484M
IWM iShares Russell 2000 ETF $2,786M
IJR iShares Core S&P Small Cap ETF $2,560M
VBK Vanguard Small-Cap Growth ETF $1,092M
VBR Vanguard Small Cap Value ETF $957M
Bottom 5 Small Cap Flow Laggards
IJS iShares S&P Small-Cap 600 Value ETF -$179M
JHSC John Hancock Multifactor Small Cap ETF -$91M
DFAS Dimensional U.S. Small Cap ETF -$61M
DFSV Dimensional US Small Cap Value ETF -$46M
VTWO Vanguard Russell 2000 ETF -$30M

Issuer League Table Update

Vanguard and iShares remain the titans of the U.S. Size & Style market, maintaining 34.88% and 26.64% AUM market share, respectively. This week, Vanguard was the predominant winner of fresh assets with $27,223M in inflows, followed closely by Schwab ($16,718M). Conversely, SPDR faced the steepest outflows, parting with -$3,222M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Vanguard 41 $2,485.24B 34.88%
iShares 81 $1,898.62B 26.64%
SPDR 30 $1,001.61B 14.06%
Invesco 66 $668.24B 9.38%
Schwab 12 $334.44B 4.69%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Top 3 Inflows
Vanguard $27,223M
Schwab $16,718M
iShares $8,205M
Bottom 3 Outflows
SPDR -$3,222M
John Hancock -$408M
Akre -$93M

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.