ETF Action: Research

ETF Playbooks

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Weekly reviews of popular ETF market segments, including visualizations of major market moves, performance highlights, technical trends and more.

Markets covered include:


ETF Playbooks Archives

 Global Large Cap Blend Category Report


  • The Equity: Global Large Cap - Blend category is made up of 40 ETf with $73.4 billion in total assets under management
  • The Vanguar Total World Stock ETF (VT) and the iShares MSCI ACWI ETF (ACWI) are the largest ETFs in the category with $35.9 AUM and $19.6 billion AUM, respectively
  • Notably, VT's expense ratio is 7 bps versus 32 bps for ACWI
  • The average expense ratio of the category is 50 bps, the average lifespan is 5.88 years, and the average TTM yield is 1.24%
  • 25 ETFs in the category have average daily volume below $500K, ACWI's ADV stands at $392.79 million, the highest in the category
  • The category saw $610 million in net inflows in March and has gathered $2.63 billion in net inflows year-to-date
  • VT saw the largest net inflows in the past 3 months with $1.5 billion
  • All ETFs in the category posted gains in March, average 1-month return was +3.18% and average YTD return was +7.62%
  • The Innovator Gradient Tactical Rotation Strategy ETF (IGTR) was the best performer last month, rising 6.23%, IGTR is up nearly 16% YTD
  • The category is heavily tilted towards large cap growth names (34.43%) but has below average stock concentration
  • The highest average sector exposure is Technology (20.9%) followed by Financials (15.6%)


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