South Korea ETF EWY Dominates Region & Country Flows with $940M Inflow

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Weekly Channel Summary

The Region & Country ETF channel encompasses 191 funds from 37 issuers, with total assets under management standing at $289.77 billion. Investors added a net $1.15 billion to the channel over the past week, contributing to a year-to-date inflow of $21.57 billion. Over the last twelve months, the channel has accumulated $29.72 billion in net new assets.

This Week’s Performance Leaders and Laggards

Latin America was the top-performing region this week, posting a 1.15% gain, bringing its year-to-date return to 12.39%. In contrast, North America was the weakest region with a -0.65% weekly decline, though it remains up 10.25% for the year. Despite a modest 0.47% gain for the week, the Asia-Pacific region continues to lead all others on a year-to-date basis with a strong 21.24% return.

Region Performance Snapshot

Region WTD 1 Month 3 Month 6 Month YTD 1 Year
Latin America 1.15% 4.28% -6.66% -1.75% 12.39% 36.80%
Asia-Pacific 0.47% -3.65% 3.20% 11.89% 21.24% 39.30%
Eurozone -0.11% 1.61% 3.26% 4.11% 8.02% 16.81%
Africa-Middle East -0.49% -1.43% -4.60% -4.74% 2.57% 14.06%
North America -0.65% 3.12% 2.80% 6.68% 10.25% 27.03%

Top & Bottom 5 ETFs by Weekly Performance

Among individual funds, the First Trust China AlphaDEX Fund (FCA) delivered the best performance with a 4.69% weekly gain. Several other China and Korea-focused funds also posted strong results for the week. Conversely, Vietnam-focused ETFs faced significant headwinds, with the KraneShares Dragon Capital Growth of Vietnam Index ETF (KPHO) falling -6.27% to become the category’s worst performer.

Ticker Fund Name WTD Performance
Top Performers
FCA First Trust China AlphaDEX Fund 4.69%
KDEF PLUS Korea Defense Industry Index ETF 4.59%
KBA KraneShares Bosera MSCI China A 50 Connect Index ETF 3.58%
GREK Global X MSCI Greece ETF 3.49%
ENOR iShares MSCI Norway ETF 3.25%
Bottom Performers
KPHO KraneShares Dragon Capital Growth of Vietnam Index ETF -6.27%
VNAM Global X MSCI Vietnam ETF -5.69%
VNM VanEck Vietnam ETF -5.07%
EDEN iShares MSCI Denmark ETF -3.67%
INQQ The India Internet ETF -3.59%

Analyzing the Weekly Flows

The Region & Country channel attracted over $1.15 billion in net inflows this week, driven almost entirely by interest in a single region. Asia-Pacific funds dominated the flows, pulling in $979 million in new capital. Both the Eurozone and North America categories also saw positive inflows, while Latin America and Africa-Middle East experienced modest net redemptions for the week.

Region Flows Summary

Region Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Asia-Pacific 107 $165.56B $979M $2,358M $2,891M $14,037M $18,282M
Eurozone 55 $85.09B $104M $1,171M $225M $1,326M $3,495M
North America 3 $17.64B $98M $134M $841M $2,335M $2,721M
Africa-Middle East 11 $2.99B -$11M -$85M -$204M $442M $665M
Latin America 15 $18.49B -$19M -$621M -$2,682M $3,432M $4,554M

Top & Bottom 5 ETFs by 5-Day Flow

The iShares MSCI South Korea ETF (EWY) was the clear leader, attracting an impressive $940 million in new assets. On the redemption side, the Franklin FTSE Taiwan ETF (FLTW) experienced the largest outflow of the week at $210 million. The iShares MSCI Japan ETF (EWJ) also saw significant withdrawals, shedding $177 million.

Ticker Fund Name 5-Day Flow
Inflows
EWY iShares MSCI South Korea ETF $940M
BBJP JPMorgan BetaBuilders Japan ETF $340M
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF $213M
EWI iShares MSCI Italy ETF $81M
EWP iShares MSCI Spain ETF $67M
Outflows
FLTW Franklin FTSE Taiwan ETF -$210M
EWJ iShares MSCI Japan ETF -$177M
FXI iShares China Large-Cap ETF -$144M
VGK Vanguard FTSE Europe ETF -$114M
FLJP Franklin FTSE Japan ETF -$94M

Issuer League Table Update

iShares continues to dominate the issuer landscape with a 53.56% market share, followed by JPMorgan with 15.18% of channel assets. Consistent with its market leadership, iShares also led weekly inflows, gathering $870 million in new capital. In contrast, Franklin experienced the largest net outflows among issuers this week, with investors pulling $219 million from its funds.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 64 $155.19B 53.56%
JPMorgan 5 $43.98B 15.18%
Vanguard 2 $37.90B 13.08%
Franklin 18 $14.21B 4.90%
WisdomTree 10 $12.71B 4.39%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
iShares $870M
JPMorgan $385M
Xtrackers $213M
Outflows
Franklin -$219M
Vanguard -$113M
WisdomTree -$35M

For a deeper dive into these trends, access our FREE, in-depth Region & Country 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.