Small Cap Value Outperforms as Inflation-Linked Assets Surge

Share

Macro Overview

U.S. equity markets experienced a notable divergence on March 24, as inflationary pressures fueled a rally in real assets while weighing heavily on high-duration technology shares. The S&P 500 (IVV) slipped -0.32% on the day, struggling against a significant -0.88% decline in the large-cap growth style box. Broad Commodities (DJP) served as the primary outlier, surging 1.49% as energy and industrial metal prices accelerated. Emerging Markets (EEM) faced the steepest losses among major indices, falling -1.38% amid weakness in Asian semiconductor hubs. Fixed income markets remained under pressure with the Taxable Core Bond index (AGG) declining -0.27% as yields moved higher across the curve.

U.S. Size & Style

Value-oriented strategies significantly outperformed their growth counterparts during Tuesday’s session, continuing a trend of cyclical re-rating. While the S&P 500 Value index (IVE) posted a modest gain of 0.26%, small-cap value (IJS) led the size spectrum with a robust 0.97% daily advance. In contrast, the large-cap growth segment (IVW) lagged the broader market, as investors rotated away from secular winners in the face of rising cost-of-capital concerns. Mid-cap equities showed relative strength, with the S&P MidCap 400 (IJH) climbing 0.82%, supported by domestic industrial and energy exposure.

Name (Ticker) 1-Day % Change 1 Month 3 Month YTD 1 Year
Large Value (IVE) 0.26% -4.55% -1.50% -0.50% 11.46%
Large Cap (IVV) -0.32% -4.71% -5.11% -3.94% 15.19%
Large Growth (IVW) -0.88% -4.86% -8.27% -6.97% 18.47%
Mid Value (IJJ) 0.78% -6.23% -1.30% 0.32% 9.38%
Mid Cap (IJH) 0.82% -5.21% 0.69% 2.71% 13.77%
Mid Growth (IJK) 0.76% -4.27% 2.59% 4.93% 17.95%
Small Value (IJS) 0.97% -4.50% 2.03% 3.79% 18.88%
Small Cap (IJR) 0.72% -4.78% 0.67% 3.15% 16.16%
Small Growth (IJT) 0.50% -5.16% -0.76% 2.37% 13.52%

U.S. Sectors & Industries

The Energy Sector (XLE) dominated performance leaders with a 2.03% gain, pushing its 14-day RSI into overbought territory at 80.70. Materials (XLB) followed closely with a 1.89% advance, driven by strength in metals and mining sub-sectors. Conversely, growth-sensitive sectors saw significant selling pressure, with Communication Services (XLC) dropping -1.40% and approaching oversold conditions with an RSI of 29.56. Health Care (XLV) and Real Estate (XLRE) also signaled extreme technical fatigue, showing RSIs of 25.93 and 26.70, respectively.

Name (Ticker) 1-Day % Change 1 Month 3 Month YTD 1 Year
Energy (XLE) 2.03% 11.13% 38.01% 36.96% 35.27%
Materials (XLB) 1.89% -8.80% 6.16% 7.30% 14.14%
Utilities (XLU) 0.69% -3.81% 6.05% 6.35% 18.62%
Industrials (XLI) 0.58% -7.08% 4.42% 6.02% 23.75%
Financial (XLF) 0.02% -2.84% -11.12% -9.56% -0.23%
Health Care (XLV) 0.01% -7.91% -6.69% -6.08% 0.15%
Consumer Staples (XLP) -0.09% -9.11% 4.41% 5.00% 4.98%
Consumer Discretionary (XLY) -0.40% -2.00% -10.36% -7.97% 8.21%
Technology (XLK) -0.58% -2.85% -6.82% -5.32% 25.83%
Real Estate (XLRE) -0.81% -7.25% 0.29% 0.52% -0.34%
Communication Services (XLC) -1.40% -4.03% -5.60% -5.30% 13.99%

Global Thematic

Thematic performance bifurcated sharply as natural resource themes thrived while software and internet innovations plummeted. The S&P Metals & Mining ETF (XME) surged 3.10% to lead the group, followed by a strong rebound in Green Energy (QCLN) at 2.43%. Conversely, Cloud Computing (WCLD) and Cybersecurity (WCBR) were the day’s primary laggards, both surrendering over 4.5%. This shift underscores a broad de-risking event within the disruptive technology space as investors seek tangible asset exposure.

Name (Ticker) 1-Day % Change
Leaders
S&P Metals & Mining (XME) 3.10%
Nasdaq Clean Edge Green Energy (QCLN) 2.43%
Silver Miners & Physical Silver (SLVR) 2.19%
S&P Kensho Clean Power (CNRG) 2.18%
ALPS Clean Energy (ACES) 2.17%
Laggards
Cloud Computing Fund (WCLD) -4.98%
Cybersecurity Fund (WCBR) -4.55%
Blockchain and Tech (IBLC) -4.52%
Blockchain & Fintech Innovation (ARKF) -4.37%
Digital Transformation (DAPP) -4.13%

Developed ex-U.S. & Emerging Markets

International markets traded with high volatility as regional headlines influenced country-specific flows. Mexico (EWW) provided a rare bright spot in the emerging space, gaining 1.91% as manufacturing data suggested continued resilience. However, South Korea (EWY) tumbled -3.78% and India (INDA) fell -2.60%, reflecting broader weakness across Asian industrial benchmarks. Developed European markets like Germany (EWG) and France (EWQ) also underperformed, dropping nearly 1% each as regional energy costs remained a concern.

Name (Ticker) 1-Day % Change 1 Month 3 Month YTD 1 Year
Developed ex-U.S.
Australia (EWA) -1.89% -6.83% 3.61% 5.23% 20.09%
Canada (EWC) -0.26% -5.37% -0.95% 0.28% 32.33%
France (EWQ) -0.93% -10.88% -5.65% -5.67% 6.62%
Germany (EWG) -0.94% -11.38% -8.50% -8.35% 4.11%
Hong Kong (EWH) 0.67% -5.93% 3.30% 6.02% 33.92%
Japan (EWJ) -0.32% -8.71% 2.81% 3.15% 22.43%
Netherlands (EWN) 0.16% -8.13% 1.37% 1.49% 26.01%
South Korea (EWY) -3.78% -10.93% 36.10% 32.43% 129.77%
Switzerland (EWL) -0.19% -11.57% -5.30% -4.40% 10.42%
U.K. (EWU) -0.36% -7.46% 0.73% 0.95% 23.07%
Emerging Markets
Brazil (EWZ) -0.49% -7.09% 16.61% 15.42% 47.68%
China (MCHI) 0.09% -7.93% -8.20% -7.37% 2.27%
India (INDA) -2.60% -11.92% -14.11% -14.17% -10.99%
Indonesia (EIDO) -1.04% -14.93% -17.15% -18.34% 3.21%
Malaysia (EWM) -1.73% -3.63% 4.48% 5.74% 30.49%
Mexico (EWW) 1.91% -9.84% 2.13% 4.51% 44.52%
South Africa (EZA) -0.75% -19.50% -8.75% -7.27% 42.74%
Taiwan (EWT) -1.97% -6.59% 13.13% 11.35% 46.88%
Thailand (THD) -3.29% -10.61% 6.61% 9.47% 26.83%

Fixed Income

Fixed income assets traded lower across nearly all segments as duration risk was penalized by rising inflation expectations. Longer-dated treasuries (SPTL) saw a significant -0.42% daily decline, while high-yield munis (HYD) were the primary laggard, dropping -1.13%. Convertible bonds (CWB) acted as a rare haven within the asset class, gaining 0.27% as they benefited from their equity-like features. Credit spreads remained relatively stable, though broader corporate benchmarks like (SPIB) still posted modest negative returns on the day.

Name (Ticker) 1-Day % Change 1 Month 3 Month YTD 1 Year
Multisector
Short-Term (BSV) -0.18% -0.96% -0.13% -0.22% 4.19%
Core (AGG) -0.27% -2.00% -0.63% -0.49% 4.42%
Core Enhanced (IUSB) -0.28% -2.01% -0.71% -0.54% 4.62%
Long-Term (BLV) -0.26% -3.75% -1.69% -1.08% 2.38%
Government
Ultrashort (BIL) 0.01% 0.28% 0.85% 0.80% 4.01%
Short-Term (SPTS) -0.14% -0.53% 0.15% -0.02% 3.83%
Intermediate (SPTI) -0.31% -1.71% -0.57% -0.53% 4.41%
Long-Term (SPTL) -0.42% -3.93% -1.49% -0.90% 0.89%
Inflation Protected (TIP) -0.33% -1.33% -0.21% -0.07% 3.51%
Specialty
Corporate (SPIB) -0.18% -1.61% -0.53% -0.50% 5.43%
High Yield (HYG) -0.34% -1.55% -0.85% -0.84% 5.62%
Bank Loans (BKLN) -0.10% 0.96% -0.94% -1.08% 5.51%
Preferred Stock (PFF) -0.03% -3.85% -1.47% -1.03% 2.88%
Convertible (CWB) 0.27% -1.89% 2.71% 4.48% 20.01%
Mortgage Backed (MBS) -0.33% -2.07% -0.56% -0.35% 5.63%
International & EM
International USD (BNDX) -0.37% -2.37% -0.79% -0.58% 2.78%
International Local (IGOV) -0.46% -3.91% -1.82% -1.42% 5.16%
Emerging USD (EMB) -0.51% -3.77% -2.25% -1.98% 8.31%
Emerging Local (EMLC) -0.83% -5.00% -2.16% -2.09% 11.55%
Municipals
Short-Term (SUB) -0.26% -0.78% 0.19% 0.08% 3.27%
Intermediate (MUB) -0.70% -2.53% -0.68% -0.82% 3.38%
Long-Term (MLN) -0.60% -2.12% -1.08% -0.68% 3.14%
High Yield (HYD) -1.13% -2.83% -1.84% -1.94% 0.69%

Commodities

Commodities were the clear leader in global performance as energy supply concerns pushed crude oil benchmarks sharply higher. Gasoline (UGA) led the complex with a 4.63% one-day rally, while Brent crude (BNO) climbed 3.80% on the session. Agriculture (DBA) also contributed to the inflation narrative, with Sugar (CANE) soaring 2.01%. Precious metals were more tempered as Gold (GLD) rose a marginal 0.02%, unable to capitalize fully on the inflationary backdrop due to a firmer dollar environment.

Name (Ticker) 1-Day % Change 1 Month 3 Month YTD 1 Year
Broad Commodities (DJP) 1.49% 10.03% 20.60% 22.81% 32.88%
Agriculture
Broad (DBA) 0.19% 3.38% 4.83% 5.37% 4.40%
Corn (CORN) 0.00% 5.23% 2.43% 4.40% -2.22%
Soybeans (SOYB) -0.54% 2.08% 7.51% 10.06% 13.76%
Wheat (WEAT) 0.09% 3.80% 10.89% 13.67% -5.61%
Sugar (CANE) 2.01% 14.31% 7.79% 9.28% -14.03%
Energy
Broad (DBE) 3.58% 43.59% 63.23% 65.70% 58.04%
WTI Crude (USO) 3.60% 41.83% 63.16% 65.62% 52.96%
Brent Crude (BNO) 3.80% 46.56% 73.14% 75.49% 64.68%
Nat Gas (UGA) 4.63% 38.97% 57.12% 60.78% 60.16%
Industrial Metals
Broad (DBB) -0.35% -5.28% 1.70% -0.74% 18.54%
Copper (CPER) -0.54% -8.13% -2.49% -4.61% 4.74%
Precious Metals
Broad (DBP) -0.11% -15.79% -3.49% 0.51% 53.48%
Gold (GLD) 0.02% -14.85% -1.89% 1.97% 45.76%
Silver (SLV) 0.77% -20.40% -3.48% -2.28% 110.11%
Platinum (PPLT) 0.92% -13.13% -16.05% -7.91% 93.17%
Palladium (PALL) -0.98% -21.22% -18.10% -11.84% 47.12%

Cryptocurrency

Digital assets faced broad selling pressure as risk-aversion gripped the high-beta segments of the market. XRP (XRP) was the worst performer among major coins, surrendering -3.36% of its value. Solana (SOLZ) followed closely with a -3.22% drop as the broader altcoin market saw a flight to quality. Bitcoin (IBIT) showed relatively better resilience but still fell -1.92%, struggling to maintain support levels as institutional flows paused during the equities rotation.

Name (Ticker) 1-Day % Change 1 Month 3 Month YTD 1 Year
XRP (XRP) -3.36% 2.04% -25.17% -24.37% N/A
Solana (SOLZ) -3.22% 12.07% -27.98% -29.31% -44.56%
Multi-Coin (NCIQ) -2.06% 7.73% -22.36% -22.49% -22.58%
Bitcoin (IBIT) -1.92% 7.53% -20.58% -20.89% -21.72%
Ethereum (ETHA) -1.90% 13.83% -27.97% -28.80% 0.88%

What to Watch Today

Today’s economic focus shifts to the release of the U.S. Import Price Index for February, a key indicator for gauging the intensity of imported inflationary pressures. Market analysts are specifically watching for any acceleration in non-fuel import costs, which could complicate the current disinflationary outlook and influence future monetary policy expectations. Furthermore, the market will monitor the results of the 20-year Treasury bond auction to assess institutional appetite for long-duration risk amidst shifting yield curves. These developments are expected to drive sentiment across currency-hedged international benchmarks and broader fixed-income strategies throughout the session.

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.