Weekly Channel Summary
The Global Size & Style channel, encompassing 103 ETFs from 72 issuers, holds a total of $203.42 billion in assets under management. The channel continued its positive momentum, attracting $615 million in net inflows over the past week. This brings year-to-date net flows to a substantial $25.46 billion and the one-year total to $36.92 billion.
This Week’s Performance Leaders and Laggards
Global Large Cap – Growth funds led performance for the week, posting a 1.53% gain and extending their year-to-date lead to 18.74%. On the other end of the spectrum, Global Large Cap – Value funds saw the most modest returns, rising just 0.11% over the same period. Despite the weekly divergence, all four categories within the Global Size & Style channel finished the week with positive performance.
Category Performance Snapshot
| Category | WTD | 1 Month | 3 Month | 6 Month | YTD | 1 Year |
|---|---|---|---|---|---|---|
| Global Large Cap – Growth | 1.53% | 2.23% | 3.83% | 14.09% | 18.74% | 26.26% |
| Global Small | Mid Cap | 0.76% | 3.19% | 1.56% | 3.83% | 14.71% | 22.33% |
| Global Large Cap – Blend | 0.42% | 3.56% | 4.38% | 11.27% | 14.94% | 23.09% |
| Global Large Cap – Value | 0.11% | 4.83% | 4.38% | 4.55% | 13.77% | 19.75% |
Top & Bottom 5 ETFs by Weekly Performance
Among individual funds, the City Different Investments Global Equity ETF (CDIG) was the standout performer, delivering a 3.45% return for the week. Several other funds also posted strong gains, including the Simplify Affinity World Leaders Equity ETF (WLDR) which rose 3.34%. In contrast, the Oakmark International Large Cap ETF (OAKI) was the week’s largest laggard, declining by 1.11%.
| Ticker | Fund Name | WTD Performance |
|---|---|---|
| Top Performers | ||
| CDIG | City Different Investments Global Equity ETF | 3.45% |
| WLDR | Simplify Affinity World Leaders Equity ETF | 3.34% |
| TOGA | Tremblant Global ETF | 3.23% |
| WAGN | Pabrai Wagons ETF | 3.18% |
| MNVT | Moonvest ETF | 2.83% |
| Bottom Performers | ||
| OAKI | Oakmark International Large Cap ETF | -1.11% |
| DWLD | Davis Select Worldwide ETF | -0.92% |
| SDIV | Global X Superdividend ETF | -0.89% |
| DIVS | Guinness Atkinson Dividend Builder ETF | -0.76% |
| IOO | iShares Global 100 ETF | -0.75% |
Analyzing the Weekly Flows
Investors added a net $615 million to Global Size & Style ETFs this week, with flows concentrated in the largest category. Global Large Cap – Blend funds were the primary destination for new capital, absorbing $489 million in net inflows. The other categories also saw positive demand, though on a much smaller scale, including $81 million into Global Large Cap – Growth funds.
Category Flows Summary
| Category | Fund Count | AUM | 5 Day | 30 Day | 90 Day | YTD | 1 Year |
|---|---|---|---|---|---|---|---|
| Global Large Cap – Blend | 71 | $176.38B | $489M | $1,158M | $6,489M | $22,617M | $32,756M |
| Global Large Cap – Growth | 7 | $12.63B | $81M | $185M | $748M | $2,133M | $3,025M |
| Global Large Cap – Value | 16 | $10.18B | $32M | $146M | $253M | $874M | $1,123M |
| Global Small | Mid Cap | 9 | $4.24B | $13M | $1M | -$127M | -$165M | $19M |
Top & Bottom 5 ETFs by 5-Day Flow
Flows at the fund level were heavily concentrated in a single ETF, with the Vanguard Total World Stock ETF (VT) attracting $303 million, nearly half of the channel’s total weekly intake. On the other side of the ledger, redemptions were modest across the space. The largest outflows were seen from the JPMorgan Global Select Equity ETF Global Select Equity ETF (JGLO) and the Avos Global Equities ETF (AVOS), which shed $30 million and $15 million, respectively.
| Ticker | Fund Name | 5-Day Flow |
|---|---|---|
| Inflows | ||
| VT | Vanguard Total World Stock ETF | $303M |
| CGGO | Capital Group Global Growth Equity ETF | $81M |
| FEGE | First Eagle Global Equity ETF | $71M |
| CGGE | Capital Group Global Equity ETF | $43M |
| CGDG | Capital Group Dividend Growers ETF | $31M |
| Outflows | ||
| JGLO | JPMorgan Global Select Equity ETF Global Select Equity ETF | -$30M |
| AVOS | Avos Global Equities ETF | -$15M |
| TOGA | Tremblant Global ETF | -$8M |
| BBHM | BBH Select Mid Cap ETF | -$5M |
| ACTS | FIS Tactical Equity ETF | -$2M |
Issuer League Table Update
Vanguard and iShares continue to dominate the issuer landscape, commanding a combined market share of over 71% with $82.11 billion and $62.47 billion in assets, respectively. Vanguard also led the week in asset gathering, securing $303 million in net inflows, driven entirely by its flagship fund. Meanwhile, JPMorgan experienced the largest net redemptions among issuers, with outflows totaling $30 million for the week.
Top 5 Issuers by AUM
| Brand | Fund Count | AUM | AUM Market Share |
|---|---|---|---|
| Vanguard | 1 | $82.11B | 40.36% |
| iShares | 11 | $62.47B | 30.71% |
| Capital Group | 3 | $20.85B | 10.25% |
| JPMorgan | 2 | $6.81B | 3.35% |
| Pacer | 5 | $3.65B | 1.79% |
Top & Bottom 3 Issuers by 5-Day Flow
| Brand | 5-Day Flow |
|---|---|
| Inflows | |
| Vanguard | $303M |
| Capital Group | $155M |
| First Eagle | $71M |
| Outflows | |
| JPMorgan | -$30M |
| Avos | -$15M |
| Tremblant | -$8M |
For a deeper dive into these trends, access our FREE, in-depth Global 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.
