Global Ex-U.S. ETFs Attract $4B Inflows Despite Pullback

Share

Weekly Channel Summary

The Global Ex-U.S. Size & Style channel, currently comprised of 319 ETFs across 90 issuers, manages a total of $1.42 Trillion in assets. The channel experienced robust activity this week, pulling in $4.03 Billion in net inflows. This strong weekly figure contributes to a Year-to-Date total of $134.64 Billion in net inflows, continuing a positive trend seen over the past year, which has accumulated $151.39 Billion in new assets.

This Week’s Performance Leaders and Laggards

Performance across the channel was generally negative this week. The Global Ex-U.S. Small | Mid Cap category held up the best, posting a Week-to-Date (WTD) return of -2.19%, while maintaining a strong Year-to-Date (YTD) return of 27.94%. Conversely, the Emerging Small | Mid Cap category lagged significantly, dropping -3.42% for the week, bringing its YTD return to 12.56%.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Equity: Global Ex-U.S. Small | Mid Cap -2.19% -1.69% 0.61% 11.72% 27.94% 27.76%
Equity: Global Ex-U.S. Large Cap – Value -2.46% -0.02% 1.89% 28.68% 30.04% 28.68%
Equity: Global Ex-U.S. Large Cap – Blend -2.79% -2.15% 1.28% 7.37% 23.53% 22.35%
Equity: Emerging Large Cap -3.21% -2.24% 5.06% 21.81% 23.06% 21.81%
Equity: Global Ex-U.S. Large Cap – Growth -3.34% -4.09% 0.22% 3.87% 17.13% 16.44%
Equity: Emerging Small | Mid Cap -3.42% -3.13% -1.19% 11.71% 12.56% 11.71%

This week, the RNEM (First Trust Emerging Markets Equity Select ETF) stood out as the top performer in the Emerging Markets segment. In the Global Ex-U.S. space, the LVHI (Franklin International Low Volatility High Dividend Index ETF) took the lead. On the downside, the IPOS (Renaissance International IPO ETF) and EMSF (Matthews Emerging Markets Sustainable Future Active ETF) were the worst performers overall, suffering notable weekly declines.

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

Top Performers
Ticker Fund Name WTD Performance
LVHI Franklin International Low Volatility High Dividend Index ETF -0.93%
PID Invesco International Dividend Achievers ETF -1.01%
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF -1.05%
IDLV Invesco S&P International Developed Low Volatility ETF -1.18%
DDLS WisdomTree Dynamic International SmallCap Equity Fund -1.24%
Bottom Performers
IPOS Renaissance International IPO ETF -6.26%
FPXI First Trust International Equity Opportunities ETF -4.73%
GRIN VictoryShares International Free Cash Flow Growth ETF -4.39%
PJIO PGIM Jennison International Opportunities ETF -4.36%
IFV First Trust Dorsey Wright International Focus 5 ETF -4.19%

Top & Bottom 5 Emerging Market ETFs by Weekly Performance

Top Performers
Ticker Fund Name WTD Performance
RNEM First Trust Emerging Markets Equity Select ETF -1.26%
EDOG ALPS Emerging Sector Dividend Dogs ETF -1.42%
XC WisdomTree True Emerging Markets Fund -1.57%
EELV Invesco S&P Emerging Markets Low Volatility ETF -1.63%
BCHI GMO Beyond China ETF -1.64%
Bottom Performers
EMSF Matthews Emerging Markets Sustainable Future Active ETF -5.57%
WCME First Trust WCM Developing World Equity ETF -4.96%
MEMS Matthews Emerging Markets Discovery Active ETF -4.63%
GEME Pacific North of South EM Equity Active ETF -4.59%
EFFE Harbor Osmosis Emerging Markets Resource Efficient ETF -4.37%

Analyzing the Weekly Flows

The channel attracted a total of $4.03 Billion in net flows this week. The Global Ex-U.S. Large Cap – Blend category led the way, gathering $2.17 Billion in inflows on a substantial asset base of $872.7 Billion. The Emerging Large Cap category also saw significant inflows of $2.12 Billion. Meanwhile, the Global Ex-U.S. Large Cap – Value category experienced the largest outflows, shedding $317 Million.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Global Ex-U.S. Large Cap – Blend 115 $872.7B $2,171M $11,803M $30,522M $89,150M $99,988M
Emerging Large Cap 100 $351.1B $2,116M $7,170M $12,597M $27,754M $30,220M
Global Ex-U.S. Small | Mid Cap 19 $54.5B $125M $3,164M $3,702M $6,378M $7,263M
Emerging Small | Mid Cap 6 $3.1B ($8M) $27M $18M ($465M) ($612M)
Global Ex-U.S. Large Cap – Growth 27 $35.0B ($52M) ($416M) ($2,330M) ($3,578M) ($2,636M)
Global Ex-U.S. Large Cap – Value 51 $107.2B ($317M) $1,151M $2,517M $15,404M $17,165M

At the individual ETF level, the IEMG (iShares Core MSCI Emerging Markets ETF) was the dominant force in the Emerging Markets segment for inflows. In the Global Ex-U.S. segment, the VXUS (Vanguard Total International Stock ETF) led with the most significant new assets. Conversely, the EFV (iShares MSCI EAFE Value ETF) and DFIV (Dimensional International Value ETF) experienced the heaviest outflows overall this week.

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

Inflows
Ticker Fund Name 5-Day Flow
VXUS Vanguard Total International Stock ETF $554M
VEU Vanguard FTSE All-World ex-US Index Fund $287M
SPDW SPDR Portfolio Developed World ex-US ETF $255M
VEA Vanguard FTSE Developed Markets ETF $221M
JIRE JPMorgan International Research Enhanced Equity ETF $209M
Outflows
EFV iShares MSCI EAFE Value ETF ($461M)
DFIV Dimensional International Value ETF ($91M)
EFG iShares MSCI EAFE Growth ETF ($89M)
CGXU Capital Group International Focus Equity ETF ($36M)
BIDD iShares International Dividend Active ETF ($33M)

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

Inflows
Ticker Fund Name 5-Day Flow
IEMG iShares Core MSCI Emerging Markets ETF $1,517M
AVEM Avantis Emerging Markets Equity ETF $252M
VWO Vanguard FTSE Emerging Markets ETF $174M
SPEM SPDR Portfolio Emerging Markets ETF $118M
EMEQ Macquarie Focused Emerging Markets Equity ETF $31M
Outflows
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund ($46M)
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF ($39M)
BBEM JPMorgan BetaBuilders Emerging Markets Equity ETF ($13M)
DGS WisdomTree Emerging Markets SmallCap Dividend Fund ($11M)
EEMO Invesco S&P Emerging Markets Momentum ETF ($2M)

Issuer League Table Update

iShares and Vanguard continue to dominate the issuer landscape, holding 39.05% and 33.85% of the total market share, respectively. Vanguard gathered the most in weekly inflows with $1.28 Billion, while WisdomTree, a top-tier issuer, saw the largest outflows of $57 Million for the week.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 41 $555.90B 39.05%
Vanguard 9 $481.91B 33.85%
Schwab 7 $98.57B 6.92%
Dimensional 15 $76.27B 5.36%
SPDR 12 $53.02B 3.72%

Top & Bottom 3 Issuers by 5-Day Flow

Inflows
Brand 5-Day Flow
Vanguard $1,279M
iShares $956M
Avantis $425M
Outflows
WisdomTree ($57M)
Alpha Architect ($4M)
New York Life Investments ($4M)

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