Size & Style ETFs Surge: Value Leads Performance as the Channel Hits $7.8 Trillion

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Weekly Channel Summary

The U.S. Size & Style ETF Channel currently oversees $7,834B in Assets Under Management (AUM) across 961 ETFs and 273 issuing brands. Flow activity remains exceptionally robust, with the channel attracting $25.87B in net new money over the past week. This strong short-term momentum contributes to $184.79B in year-to-date inflows and an impressive $602.74B gathered over the past year.

This Week’s Performance Leaders and Laggards

U.S. Large Cap – Value led all categories this week with a return of +1.06%, bringing its year-to-date performance to +8.08%. Conversely, U.S. Mid Cap – Growth was the weakest segment, posting a slight decline of -0.05% for the week, though it remains firmly positive on the year at +6.57% YTD.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
U.S. Large Cap – Value +1.06% +5.39% +3.89% +11.53% +8.08% +26.03%
U.S. Small Cap – Growth +1.02% +12.25% +8.92% +13.88% +13.30% +37.20%
U.S. Small Cap – Value +0.77% +8.33% +7.37% +18.18% +14.01% +38.19%
U.S. Large Cap – Blend +0.68% +7.97% +3.65% +6.82% +5.83% +26.09%
U.S. Large Cap – Growth +0.66% +12.32% +5.06% +3.39% +5.51% +31.37%
U.S. Small Cap – Blend +0.62% +9.20% +6.72% +14.01% +11.71% +33.22%
U.S. Mid Cap – Value +0.57% +6.17% +4.49% +12.77% +9.27% +27.88%
U.S. Mid Cap – Blend +0.16% +7.15% +5.26% +11.70% +9.34% +27.86%
U.S. Mid Cap – Growth -0.05% +9.06% +4.62% +4.63% +6.57% +24.19%

Top & Bottom ETFs by Weekly Performance

At the fund level, MEME (Roundhill Meme Stock ETF) surged +5.56% to lead Large Caps. In the Mid Cap space, NUMG topped the list at +2.62%, while SFLO was the best Small Cap performer at +2.80%. On the downside, RVER, GLRY, and OUSM were the most significant laggards across the Large, Mid, and Small Cap segments, respectively.

Ticker Fund Name WTD Performance
Large Cap: Top 5 Performers
MEME Roundhill Meme Stock ETF +5.56%
FCUS Pinnacle Focused Opportunities ETF +4.35%
RKNG Defiance Retail Kings ETF +4.02%
BOUT CapForce IBD Breakout Opportunities ETF +3.71%
VLUE iShares MSCI USA Value Factor ETF +3.67%
Large Cap: Bottom 5 Performers
RVER Trenchless Fund ETF -3.04%
FCTE SMI 3Fourteen Full-Cycle Trend ETF -2.15%
AIUP FINQ FIRST U.S. Large Cap AI-Managed Equity ETF -2.07%
BCUS Bancreek U.S. Large Cap ETF -2.00%
STNC Hennessy Sustainable ETF -1.62%
Ticker Fund Name WTD Performance
Mid Cap: Top 5 Performers
NUMG Nuveen ESG Mid-Cap Growth ETF +2.62%
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF +2.30%
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF +2.30%
RNIN Bushido Capital US SMID Cap Equity ETF +1.85%
RFV Invesco S&P Midcap 400 Pure Value ETF +1.67%
Mid Cap: Bottom 5 Performers
GLRY Inspire Growth ETF -1.82%
KMID Virtus KAR Mid-Cap ETF -1.72%
TMFM Motley Fool Mid-Cap Growth ETF -1.68%
FEMD First Eagle Mid Cap Equity ETF -1.67%
CSMD Congress SMid Growth ETF -1.62%
Ticker Fund Name WTD Performance
Small Cap: Top 5 Performers
SFLO VictoryShares Small Cap Free Cash Flow ETF +2.80%
AFSC abrdn Focused U.S. Small Cap Active ETF +2.73%
ABLS Abacus FCF Small Cap Leaders ETF +2.67%
SGRW Harbor Active Small Cap Growth ETF +2.60%
FSCC Federated Hermes MDT Small Cap Core ETF +2.23%
Small Cap: Bottom 5 Performers
OUSM ALPS O’Shares US Small-Cap Quality Dividend ETF -1.47%
SQLT iShares MSCI USA Small-Cap Quality Factor ETF -0.77%
SMLL Harbor Active Small Cap ETF -0.54%
EPSB Harbor SMID Cap Core ETF -0.53%
FSGS First Trust SMID Growth Strength ETF -0.40%

Analyzing the Weekly Flows

Total net flows for the channel hit $25.87B this week. U.S. Large Cap – Blend completely dominated the asset-gathering landscape, hauling in an incredible +$17,893M on its massive $4,365.5B AUM base. U.S. Large Cap – Growth also saw significant interest, gathering +$4,375M. While there were no category-level net outflows over the past 5 days, U.S. Small Cap – Blend recorded the largest 30-day outflow at -$834M.

Category Flows Summary

Category Fund Count AUM 5 Day Flow 30 Day Flow 90 Day Flow YTD Flow 1 Year Flow
U.S. Large Cap – Blend 361 $4,365.5B +$17,893M +$64,786M +$90,177M +$108,145M +$362,810M
U.S. Large Cap – Growth 164 $1,352.6B +$4,375M +$21,251M +$19,796M +$27,137M +$113,810M
U.S. Small Cap – Blend 67 $368.0B +$1,643M -$834M +$3,896M +$1,675M +$6,585M
U.S. Mid Cap – Blend 68 $415.3B +$899M +$4,593M +$13,741M +$15,215M +$32,408M
U.S. Small Cap – Growth 19 $56.4B +$379M +$510M +$832M -$397M -$162M
U.S. Small Cap – Value 36 $114.4B +$281M +$785M +$2,616M +$2,917M +$3,164M
U.S. Mid Cap – Growth 23 $61.7B +$165M -$205M +$288M +$136M +$3,400M
U.S. Large Cap – Value 198 $1,014.4B +$127M +$5,416M +$30,014M +$29,523M +$78,252M
U.S. Mid Cap – Value 23 $85.3B +$103M +$14M +$425M +$436M +$2,469M

Top & Bottom ETFs by 5-Day Flow

The IVV (iShares Core S&P 500 ETF) was the ultimate flow winner this week, pulling in +$5,220M, while DIA saw the heaviest redemptions at -$1,719M. In Mid Caps, IWR led inflows, offset by notable outflows in TSME. For Small Caps, IWM easily took the top spot, while VB experienced the most selling pressure.

Ticker Fund Name 5-Day Flow
Large Cap: Top 5 Inflows
IVV iShares Core S&P 500 ETF +$5,220M
VOO Vanguard S&P 500 ETF +$4,631M
SPY State Street SPDR S&P 500 ETF +$4,508M
QQQ Invesco QQQ Trust Series I +$2,065M
VTI Vanguard Total Stock Market ETF +$1,573M
Large Cap: Top 5 Outflows
DIA State Street SPDR Dow Jones Industrial Average ETF -$1,719M
IWD iShares Russell 1000 Value ETF -$437M
IWLG NYLI Winslow Large Cap Growth ETF -$400M
DFUS Dimensional U.S. Equity Market ETF -$166M
BKLC BNY Mellon US Large Cap Core Equity ETF -$160M
Ticker Fund Name 5-Day Flow
Mid Cap: Top 5 Inflows
IWR iShares Russell Midcap ETF +$305M
VO Vanguard Mid-Cap ETF +$204M
CGMM Capital Group U.S. Small and Mid Cap ETF +$159M
XMMO Invesco S&P MidCap Momentum ETF +$74M
IJH iShares Core S&P Mid-Cap ETF +$74M
Mid Cap: Top 5 Outflows
TSME Thrivent Small-Mid Cap Equity ETF -$77M
MDY State Street SPDR S&P MIDCAP 400 ETF Trust -$32M
IJJ iShares S&P Mid-Cap 400 Value ETF -$14M
FLQM Franklin U.S. Mid Cap Multifactor Index ETF -$14M
FFSM Fidelity Fundamental Small-Mid Cap ETF -$13M
Ticker Fund Name 5-Day Flow
Small Cap: Top 5 Inflows
IWM iShares Russell 2000 ETF +$1,206M
IJR iShares Core S&P Small Cap ETF +$298M
AVUV Avantis U.S. Small Cap Value ETF +$184M
SLYG State Street SPDR S&P 600 Small Cap Growth ETF +$182M
IWO iShares Russell 2000 Growth ETF +$89M
Small Cap: Top 5 Outflows
VB Vanguard Small-Cap ETF -$77M
IJS iShares S&P Small-Cap 600 Value ETF -$45M
JHSC John Hancock Multifactor Small Cap ETF -$32M
CALF Pacer US Small Cap Cash Cows ETF -$21M
VTWG Vanguard Russell 2000 Growth ETF -$20M

Issuer League Table Update

Vanguard and iShares maintain their powerful grip on the market, controlling 34.22% and 26.95% of the category’s assets, respectively. Vanguard also led the week in asset gathering with an impressive +$8,151M in net new flows. Conversely, New York Life Investments faced the heaviest outflows, parting with -$400M over the past 5 days.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Vanguard 41 $2,680.76B 34.22%
iShares 82 $2,110.94B 26.95%
SPDR 30 $1,126.89B 14.39%
Invesco 68 $752.28B 9.60%
Schwab 12 $349.41B 4.46%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Top 3 Inflow Issuers
Vanguard +$8,151M
iShares +$7,289M
SPDR +$4,215M
Bottom 3 Outflow Issuers
New York Life Investments -$400M
Pacer -$137M
BNY Mellon -$98M

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.