Flows Diverge: Value Bleeds Billions While Blend Shines in Global Ex-U.S. ETFs

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Weekly Channel Summary

The Global Ex-U.S. Size & Style ETF channel, which currently encompasses 342 ETFs across 93 unique issuers, commands a total Assets Under Management (AUM) of $1,880.1 billion. Over the past five days, the channel experienced a modest net inflow of roughly $176 million. Despite short-term fluctuations, investor commitment to the international space remains robust over longer timeframes, with the channel gathering $130.88 billion in Year-to-Date (YTD) net flows and nearly $258.87 billion over the trailing 1-year period.

This Week’s Performance Leaders and Laggards

It was a challenging week across the board for international equities, with all major categories posting negative returns. The Global Ex-U.S. Large Cap – Value category held up the best, posting a -1.74% Week-to-Date (WTD) return while maintaining a strong 10.13% return Year-to-Date (YTD). Conversely, the Global Ex-U.S. Small | Mid Cap category lagged its peers with a WTD drop of -2.90%, though it still holds a solid 9.19% gain YTD.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Global Ex-U.S. Large Cap – Value -1.74% 0.74% 4.00% 12.95% 10.13% 27.31%
Global Ex-U.S. Large Cap – Blend -2.12% 1.22% 4.65% 11.03% 8.89% 21.61%
Emerging Small | Mid Cap -2.39% -1.91% 7.59% 14.19% 13.21% 24.02%
Global Ex-U.S. Large Cap – Growth -2.60% 1.49% 5.25% 9.53% 8.06% 18.10%
Emerging Large Cap -2.71% 2.33% 12.36% 22.64% 20.69% 42.81%
Global Ex-U.S. Small | Mid Cap -2.90% -0.68% 2.25% 11.69% 9.19% 26.93%

At the individual fund level, the IPOS (Renaissance International IPO ETF) shined in the broader Global Ex-U.S. segment with a resilient WTD return of +1.30%. In Emerging Markets, the PPEM (Putnam PanAgora ESG Emerging Markets Equity ETF) eked out a positive +0.05% finish. Conversely, severe underperformance was noted by the EEMO (Invesco S&P Emerging Markets Momentum ETF) and FTHF (First Trust Emerging Markets Human Flourishing ETF), plunging -9.86% and -8.31%, respectively.

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

Ticker Fund Name WTD Performance
Top Performers
IPOS Renaissance International IPO ETF 1.30%
PPIE Putnam PanAgora ESG International Equity ETF 0.11%
TLCI Touchstone International Equity ETF 0.00%
FYLD Cambria Foreign Shareholder Yield ETF -0.03%
PZIV Pzena International Value ETF -0.15%
Bottom Performers
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF -7.29%
FDT First Trust Developed Markets ex-US AlphaDEX Fund -6.34%
FPXI First Trust International Equity Opportunities ETF -5.43%
IDHQ Invesco S&P International Developed High Quality ETF -4.95%
JADE JPMorgan Active Developing Markets Equity ETF -4.78%

Top & Bottom 5 Emerging Market ETFs by Weekly Performance

Ticker Fund Name WTD Performance
Top Performers
PPEM Putnam PanAgora ESG Emerging Markets Equity ETF 0.05%
DEM WisdomTree Emerging Markets High Dividend Fund -0.42%
FNDE Schwab Fundamental Emerging Markets Equity ETF -0.58%
EDIV State Street SPDR S&P Emerging Markets Dividend ETF -0.69%
EMCS Xtrackers MSCI Emerging Markets Select ETF -0.71%
Bottom Performers
EEMO Invesco S&P Emerging Markets Momentum ETF -9.86%
FTHF First Trust Emerging Markets Human Flourishing ETF -8.31%
EMDM First Trust Bloomberg Emerging Market Democracies ETF -6.48%
WCME First Trust WCM Developing World Equity ETF -6.23%
EMXC iShares MSCI Emerging Markets ex China ETF -5.85%

Analyzing the Weekly Flows

Net flows for the overall channel painted a mixed picture this week, netting a tepid $176 million. The Global Ex-U.S. Large Cap – Blend category easily led the charge, hauling in $2,646 million to push its total AUM past $1.13 trillion. The Global Ex-U.S. Large Cap – Growth segment also experienced significant buying, acquiring $774 million in weekly net new money. Dragging down the channel, however, was a heavy exodus from the Global Ex-U.S. Large Cap – Value space, which surrendered $3,386 million over the same 5-day span.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Global Ex-U.S. Large Cap – Blend 124 $1,130.0B $2,646M $13,478M $34,995M $71,360M $151,613M
Global Ex-U.S. Large Cap – Growth 27 $49.5B $774M $1,414M $7,100M $8,458M $7,938M
Global Ex-U.S. Small | Mid Cap 21 $70.9B $495M $637M $1,800M $4,366M $11,947M
Emerging Small | Mid Cap 6 $3.4B ($8M) ($74M) ($150M) ($161M) ($266M)
Emerging Large Cap 104 $485.3B ($345M) $934M $4,827M $36,802M $68,158M
Global Ex-U.S. Large Cap – Value 55 $141.1B ($3,386M) ($1,892M) $1,165M $9,956M $19,381M

On a single-ticker basis, VXUS (Vanguard Total International Stock ETF) was the top asset gatherer in the Global Ex-U.S. segment, amassing $826 million. Over in Emerging Markets, the CGNG (Capital Group New Geography Equity ETF) led inflows by pulling in $168 million. However, substantial cash exits plagued specific funds, particularly the EFV (iShares MSCI EAFE Value ETF) which bled $3,800 million, and the IEMG (iShares Core MSCI Emerging Markets ETF) which shed $309 million.

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

Ticker Fund Name 5-Day Flow
Inflows
VXUS Vanguard Total International Stock ETF $826M
EFG iShares MSCI EAFE Growth ETF $641M
CORO iShares International Country Rotation Active ETF $505M
AVDV Avantis International Small Cap Value ETF $225M
IXUS iShares Core MSCI Total International Stock ETF $194M
Outflows
EFV iShares MSCI EAFE Value ETF ($3,800M)
QEFA State Street SPDR MSCI EAFE StrategicFactor ETF ($97M)
PIEQ Principal International Equity ETF ($66M)
EFAV iShares MSCI EAFE Min Vol Factor ETF ($36M)
VIGI Vanguard International Dividend Appreciation ETF ($28M)

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

Ticker Fund Name 5-Day Flow
Inflows
CGNG Capital Group New Geography Equity ETF $168M
DFAE Dimensional Emerging Core Equity Market ETF $45M
FRDM Freedom 100 Emerging Markets ETF $40M
EMOP AB Emerging Markets Opportunities ETF $21M
DFEM Dimensional Emerging Markets Core Equity 2 ETF $21M
Outflows
IEMG iShares Core MSCI Emerging Markets ETF ($309M)
SPEM State Street SPDR Portfolio Emerging Markets ETF ($179M)
ESGE iShares ESG Aware MSCI EM ETF ($167M)
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF ($32M)
FNDE Schwab Fundamental Emerging Markets Equity ETF ($25M)

Issuer League Table Update

The Global Ex-U.S. channel remains highly concentrated among industry giants. iShares retains the top spot with a dominant 38.67% market share, closely followed by Vanguard at 33.13%. However, when looking at recent momentum, Vanguard captured the most attention with an impressive $1,061 million in weekly net inflows. At the other end of the spectrum, iShares faced the heaviest headwind as the primary issuer experiencing outflows, shedding $2,846 million for the week.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 42 $727.01B 38.67%
Vanguard 11 $622.99B 33.13%
Schwab 7 $124.09B 6.60%
Dimensional 15 $103.73B 5.52%
Avantis 12 $68.64B 3.65%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Vanguard $1,061M
Dimensional $573M
Avantis $452M
Outflows
iShares ($2,846M)
State Street ($272M)
Principal ($66M)

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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.