Weekly Channel Summary
The Global Equity – Size & Style ETF channel, encompassing 97 ETFs across 68 brands, manages a total of $177B in assets. Over the past week, the channel saw strong positive momentum, pulling in $1.27B in net new money. This builds on a solid trajectory, with $14.92B gathered Year-to-Date (YTD) and an impressive $33.38B in trailing 1-year flows, underscoring persistent investor interest in global size and style strategies.
This Week’s Performance Leaders and Laggards
Global Large Cap – Growth led the channel with a strong Week-to-Date (WTD) return of 5.12%. Global Large Cap – Blend also had a solid showing, returning 3.62% WTD. Conversely, Global Large Cap – Value lagged its peers, posting a modest 1.75% WTD gain, though it remains a solid performer YTD with an 8.76% return.
Category Performance Snapshot
| 1 Year | ||||||
|---|---|---|---|---|---|---|
| Equity: Global Large Cap – Growth | 5.12% | 5.99% | -0.83% | – | 1.28% | 19.56% |
| Equity: Global Large Cap – Blend | 3.62% | 5.61% | 2.86% | – | 5.60% | 32.84% |
| Equity: Global Small | Mid Cap | 2.71% | 6.20% | 5.32% | – | 11.11% | 38.56% |
| Equity: Global Large Cap – Value | 1.75% | 3.81% | 5.45% | – | 8.76% | 35.56% |
Top & Bottom 5 ETFs by Weekly Performance
Among individual funds, the Tremblant Global ETF (TOGA) was the absolute leader, surging 9.87% over the past week. On the downside, the Pacer Global Cash Cows Dividend ETF (GCOW) and the Alpha Droid Defensive Sector Rotation ETF (EZRO) were the weakest performers, returning -0.97% and -0.80% WTD, respectively.
| Ticker | Fund Name | WTD Performance |
|---|---|---|
| Top Performers | ||
| TOGA | Tremblant Global ETF | 9.87% |
| PCGG | Polen Capital Global Growth ETF | 6.54% |
| RSEE | Rareview Systematic Equity ETF | 5.82% |
| GLBL | Pacer MSCI World Industry Advantage ETF | 5.75% |
| WRND | NYLI Global Equity R&D Leaders ETF | 5.30% |
| Bottom Performers | ||
| GCOW | Pacer Global Cash Cows Dividend ETF | -0.97% |
| EZRO | Alpha Droid Defensive Sector Rotation ETF | -0.80% |
| EZMO | Alpha Droid Broad Markets Momentum ETF | -0.49% |
| DEW | WisdomTree Global High Dividend Fund | 0.56% |
| CGDG | Capital Group Dividend Growers ETF | 0.74% |
Analyzing the Weekly Flows
The Global Equity – Size & Style channel gathered a massive $1.27B in net inflows this week. Global Large Cap – Blend was the undisputed heavyweight, attracting $1,226M to its $153.5B asset base. Global Large Cap – Growth also saw healthy inflows of $44M. Conversely, Global Large Cap – Value was the only category to experience net outflows, shedding $7M over the 5-day period.
Category Flows Summary
| Category | Fund Count | AUM | 5 Day | 30 Day | 90 Day | YTD | 1 Year |
|---|---|---|---|---|---|---|---|
| Equity: Global Large Cap – Blend | 70 | $153.5B | $1,226M | $4,009M | $11,621M | $13,486M | $29,175M |
| Equity: Global Large Cap – Growth | 4 | $10.2B | $44M | $171M | $745M | $972M | $2,591M |
| Equity: Global Small | Mid Cap | 9 | $4.3B | $7M | -$15M | -$134M | -$143M | $675M |
| Equity: Global Large Cap – Value | 13 | $8.5B | -$7M | $11M | $481M | $584M | $921M |
Top & Bottom 5 ETFs by 5-Day Flow
The Vanguard Total World Stock ETF (VT) dominated the individual flow leaderboard, hauling in $788M. On the other end of the spectrum, the iShares Global 100 ETF (100) and the iShares MSCI Global Min Vol Factor ETF (ACWV) saw the heaviest redemptions, losing $32M and $24M, respectively.
| Ticker | Fund Name | 5-Day Flow |
|---|---|---|
| Inflows | ||
| VT | Vanguard Total World Stock ETF | $788M |
| ACWI | iShares MSCI ACWI ETF | $208M |
| FEGE | First Eagle Global Equity ETF | $59M |
| CGGO | Capital Group Global Growth Equity ETF | $50M |
| CGGE | Capital Group Global Equity ETF | $44M |
| Outflows | ||
| 100 | iShares Global 100 ETF | -$32M |
| ACWV | iShares MSCI Global Min Vol Factor ETF | -$24M |
| SDIV | Global X Superdividend ETF | -$9M |
| TMFG | Motley Fool Global Opportunities ETF | -$5M |
| RGEF | Rockefeller Global Equity ETF | -$4M |
Issuer League Table Update
Vanguard and iShares maintain a tight grip on the top of the issuer leaderboard, controlling 39.15% and 32.22% of the channel’s AUM, respectively. Vanguard led the pack in weekly flow generation with an impressive $788M, while Global X experienced the largest weekly outflows among the top brands, shedding $9M.
Top 5 Issuers by AUM
| Brand | Fund Count | AUM | AUM Market Share |
|---|---|---|---|
| Vanguard | 1 | $69.16B | 39.15% |
| iShares | 11 | $56.90B | 32.22% |
| Capital Group | 3 | $17.04B | 9.65% |
| JPMorgan | 2 | $7.04B | 3.99% |
| Pacer | 4 | $3.48B | 1.97% |
Top & Bottom 3 Issuers by 5-Day Flow
| Brand | 5-Day Flow |
|---|---|
| Inflows | |
| Vanguard | $788M |
| iShares | $174M |
| Capital Group | $106M |
| Outflows | |
| Global X | -$9M |
| Motley Fool | -$5M |
| Rockefeller | -$4M |
For a deeper dive into these trends, access our FREE, in-depth Global Equity – 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.
