Global Ex-U.S. ETFs Gather $3.5B as Growth Leads the Pack

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Weekly Channel Summary

The Global Ex-U.S. Size & Style ETF channel closed the week with a robust $1,667 billion in total Assets Under Management (AUM) across 331 ETFs from 90 unique brands. Investor interest remained strong as the channel gathered $3.52 billion in net inflows over the past five days. This recent activity pushes the Year-to-Date (YTD) flows to $100.91 billion, contributing to an impressive $249.83 billion in total net inflows over the past 12 months.

This Week’s Performance Leaders and Laggards

The Global Ex-U.S. Large Cap – Growth category led the channel this week, posting a 3.63% Week-to-Date (WTD) return, though it remains slightly negative for the year with a -0.80% YTD return. Conversely, the Emerging Small | Mid Cap category lagged its peers, returning just 0.96% WTD, although it maintains a positive 3.45% return YTD.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Global Ex-U.S. Large Cap – Growth 3.63% -6.96% -1.76% 0.36% -0.80% 19.18%
Global Ex-U.S. Large Cap – Blend 3.06% -6.07% 0.92% 5.50% 1.80% 24.38%
Global Ex-U.S. Large Cap – Value 2.88% -4.48% 4.68% 12.11% 5.48% 32.51%
Global Ex-U.S. Small | Mid Cap 2.55% -6.94% 3.10% 8.43% 3.65% 35.25%
Emerging Large Cap 1.13% -7.78% 2.26% 8.07% 3.89% 31.78%
Emerging Small | Mid Cap 0.96% -5.78% 2.72% 2.68% 3.45% 22.78%

Looking at individual funds, the First Trust Bloomberg Emerging Market Democracies ETF (EMDM) was the top performer in the Emerging Markets segment with a 5.08% WTD gain, while the AdvisorShares Dorsey Wright ADR ETF (AADR) led the Global Ex-U.S. space at 5.65%. On the downside, the Nomura ETF Trust Nomura Focused Emerging Markets Equity ETF (EMEQ) and the Pacific North of South EM Equity Active ETF (GEME) were the two worst-performing overall ETFs, dropping -2.57% and -1.10% respectively for the week.

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

Ticker Fund Name WTD Performance
Top Performers
AADR AdvisorShares Dorsey Wright ADR ETF 5.65%
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 5.36%
IDMO Invesco S&P International Developed Momentum ETF 5.32%
IMTM iShares MSCI Intl Momentum Factor ETF 5.19%
FPXI First Trust International Equity Opportunities ETF 5.09%
Bottom Performers
PATN Pacer Nasdaq International Patent Leaders ETF 0.00%
DUKX Ocean Park International ETF 0.49%
ASCI Abrdn International Small Cap Active ETF 0.79%
SFTX Horizon International Managed Risk ETF 0.88%
GWX State Street SPDR S&P International Small Cap ETF 0.96%

Top & Bottom 5 Emerging Market ETFs by Weekly Performance

Ticker Fund Name WTD Performance
Top Performers
EMDM First Trust Bloomberg Emerging Market Democracies ETF 5.08%
FTHF First Trust Emerging Markets Human Flourishing ETF 4.45%
EEMO Invesco S&P Emerging Markets Momentum ETF 4.02%
NSI National Security Emerging Markets Index ETF 3.35%
XC WisdomTree True Emerging Markets Fund 3.15%
Bottom Performers
EMEQ Nomura ETF Trust Nomura Focused Emerging Markets Equity ETF -2.57%
GEME Pacific North of South EM Equity Active ETF -1.10%
EFFE Harbor Osmosis Emerging Markets Resource Efficient ETF -0.92%
RWEM Rayliant Wilshire NxtGen Emerging Markets Equity ETF -0.70%
EMMF WisdomTree Emerging Markets Multifactor Fund -0.64%

Analyzing the Weekly Flows

The channel attracted $3.52 billion in total net inflows this week. The Global Ex-U.S. Large Cap – Blend category saw the largest influx of capital, pulling in $1,478 million to boost its massive $1,016.1 billion AUM. The Emerging Large Cap category also saw significant traction, gathering $1,426 million. In contrast, the Emerging Small | Mid Cap category experienced the largest outflows, shedding $1 million for the week.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Global Ex-U.S. Large Cap – Blend 123 $1,016.1B $1,478M $15,154M $49,138M $49,322M $141,635M
Emerging Large Cap 102 $406.4B $1,426M $475M $31,865M $32,312M $64,920M
Global Ex-U.S. Small | Mid Cap 20 $65.0B $363M $892M $3,332M $3,333M $10,614M
Global Ex-U.S. Large Cap – Value 54 $132.6B $216M $909M $9,344M $9,482M $26,549M
Global Ex-U.S. Large Cap – Growth 26 $43.5B $36M $5,194M $6,471M $6,482M $6,329M
Emerging Small | Mid Cap 6 $3.2B ($1M) ($3M) ($25M) ($25M) ($218M)

On an individual fund level, the iShares MSCI Emerging Markets ex China ETF (EMXC) captured the most new money in the Emerging Markets segment with an impressive $1,047 million in inflows. The Schwab International Equity ETF (SCHF) took the top spot for Global Ex-U.S. inflows at $417 million. Meanwhile, the BNY Mellon International Equity ETF (BKIE) and the iShares Core MSCI Emerging Markets ETF (IEMG) suffered the largest overall outflows, bleeding $160 million and $121 million, respectively.

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

Ticker Fund Name 5-Day Flow
Inflows
SCHF Schwab International Equity ETF $417M
VEU Vanguard FTSE All-World ex-US Index Fund $270M
AVDE Avantis International Equity ETF $157M
SCZ iShares MSCI EAFE Small-Cap ETF $152M
BBIN JPMorgan BetaBuilders International Equity ETF $148M
Outflows
BKIE BNY Mellon International Equity ETF ($160M)
IXUS iShares Core MSCI Total International Stock ETF ($75M)
ESGD iShares ESG Aware MSCI EAFE ETF ($39M)
IQLT iShares MSCI Intl Quality Factor ETF ($37M)
VIGI Vanguard International Dividend Appreciation ETF ($30M)

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

Ticker Fund Name 5-Day Flow
Inflows
EMXC iShares MSCI Emerging Markets ex China ETF $1,047M
EMOP AB Emerging Markets Opportunities ETF $270M
AVEM Avantis Emerging Markets Equity ETF $64M
JHEM John Hancock Multifactor Emerging Markets ETF $47M
JEMA JPMorgan ActiveBuilders Emerging Markets ETF $31M
Outflows
IEMG iShares Core MSCI Emerging Markets ETF ($121M)
ESGE iShares ESG Aware MSCI EM ETF ($31M)
EMEQ Nomura ETF Trust Nomura Focused Emerging Markets Equity ETF ($26M)
FEMS First Trust Emerging Markets Small Cap AlphaDEX Fund ($4M)
EMC Global X Emerging Markets Great Consumer ETF $0M

Issuer League Table Update

The competitive landscape remains top-heavy, with iShares and Vanguard dominating the market share at 38.80% and 33.43%, respectively. iShares was the clear leader in gathering assets this week, taking in $1,029 million in net inflows. On the other end of the spectrum, BNY Mellon saw the largest outflows among top issuers, losing $160 million.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 42 $646.72B 38.80%
Vanguard 9 $557.17B 33.43%
Schwab 7 $112.16B 6.73%
Dimensional 15 $89.65B 5.38%
State Street 12 $60.55B 3.63%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
iShares $1,029M
Schwab $501M
Avantis $369M
Outflows
BNY Mellon ($160M)
Nomura ($26M)
Cambria ($15M)

For a deeper dive into these trends, access our FREE, in-depth Global Ex-U.S. 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.