U.S. Size & Style Weekly: Small Cap Growth Rallies as Value Funds Attract Inflows

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Weekly Channel Summary

The U.S. Size & Style ETF Channel concluded the week with $7.04 trillion in assets across 910 funds from 248 issuers. The channel attracted $4.29 billion in net inflows over the past 5 days, contributing to a year-to-date total of $457.14 billion and a trailing one-year haul of $563.48 billion.

This Week’s Performance Leaders and Laggards

U.S. Small Cap – Growth led the way this week, posting a robust 5.22% return, followed closely by U.S. Large Cap – Growth. The lagging category was U.S. Large Cap – Value, which returned 2.95%, though still positive. On a Year-to-Date basis, Large Cap Growth remains the dominant performer with a 17.50% return.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
U.S. Small Cap – Growth 5.22% 1.36% 3.86% 15.53% 9.90% 0.53%
U.S. Large Cap – Growth 4.72% -1.79% 5.89% 15.91% 17.50% 15.34%
U.S. Mid Cap – Growth 4.60% -0.54% 0.81% 9.81% 8.91% 1.96%
U.S. Small Cap – Blend 4.06% 2.14% 1.50% 13.27% 7.55% -0.75%
U.S. Small Cap – Value 3.95% 3.14% 1.05% 15.17% 5.58% -2.06%
U.S. Mid Cap – Blend 3.87% 1.94% 1.67% 11.05% 8.33% 0.58%
U.S. Large Cap – Blend 3.56% 0.73% 4.58% 13.16% 14.43% 9.89%
U.S. Mid Cap – Value 3.52% 2.90% 0.62% 11.34% 7.93% -0.38%
U.S. Large Cap – Value 2.95% 2.51% 3.33% 11.78% 12.92% 5.80%

Top & Bottom ETFs by Weekly Performance

The Pinnacle Focused Opportunities ETF (FCUS) led the Large Cap space with a standout 11.63% return, while the iShares Core High Dividend ETF (HDV) lagged at 1.19%. In Mid Caps, the Alger Mid Cap 40 ETF (FRTY) was the top performer, gaining 6.89%, whereas the Invesco S&P MidCap Low Volatility ETF (XMLV) brought up the rear. Among Small Caps, the First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) surged 7.09%, while the Invesco S&P SmallCap Low Volatility ETF (XSLV) posted the lowest return at 1.51%.

Large Cap Performance

Ticker Fund Name WTD Performance
Top Performers
FCUS Pinnacle Focused Opportunities ETF 11.63%
SGRT SMART Earnings Growth 30 ETF 10.68%
BUZZ VanEck Social Sentiment ETF 9.63%
ADPV Adaptiv Select ETF 8.51%
STRN SMART Trend 25 ETF 8.20%
Bottom Performers
HDV iShares Core High Dividend ETF 1.19%
EASY Liberty One Defensive Dividend Growth ETF 1.20%
HUSV First Trust Horizon Managed Volatility Domestic ETF 1.21%
GMMA GammaRoad Market Navigation ETF 1.28%
SPLV Invesco S&P 500 Low Volatility ETF 1.34%

Mid Cap Performance

Ticker Fund Name WTD Performance
Top Performers
FRTY Alger Mid Cap 40 ETF 6.89%
IPO Renaissance IPO ETF 6.74%
PAMC Pacer Lunt MidCap Multi-Factor Alternator ETF 6.52%
FNY First Trust Mid Cap Growth AlphaDEX Fund 6.41%
ASCE Allspring SMID Core ETF 6.20%
Bottom Performers
XMLV Invesco S&P MidCap Low Volatility ETF 1.44%
HSMV First Trust Horizon Managed Volatility Small/Mid ETF 1.48%
FSCS First Trust SMID Capital Strength ETF 1.51%
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF 1.67%
KMID Virtus KAR Mid-Cap ETF 2.07%

Small Cap Performance

Ticker Fund Name WTD Performance
Top Performers
MMSC First Trust Multi-Manager Small Cap Opportunities ETF 7.09%
NIXT Research Affiliates Deletions ETF 6.64%
DWAS Invesco Dorsey Wright SmallCap Momentum ETF 6.64%
FYC First Trust Small Cap Growth AlphaDEX Fund 6.54%
VTWG Vanguard Russell 2000 Growth ETF 6.32%
Bottom Performers
XSLV Invesco S&P SmallCap Low Volatility ETF 1.51%
OUSM ALPS O’Shares US Small-Cap Quality Dividend ETF 1.79%
SMDV ProShares Russell 2000 Dividend Growers ETF 1.79%
OSCV Opus Small Cap Value ETF 1.97%
TXSS Texas Capital Texas Small Cap Equity Index ETF 2.11%

Analyzing the Weekly Flows

The channel saw net inflows of $4.29 billion this week. U.S. Large Cap – Value ($886.2B AUM) led with $2.45 billion in new assets, followed by U.S. Small Cap – Blend with $2.06 billion. Conversely, U.S. Large Cap – Blend experienced the most significant pressure, shedding $1.28 billion.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
U.S. Large Cap – Value 190 $886.2B $2,452M $13,057M $25,689M $59,301M $75,253M
U.S. Small Cap – Blend 60 $320.5B $2,055M $3,514M $5,270M ($5,719M) ($3,466M)
U.S. Mid Cap – Blend 66 $359.9B $802M $1,590M $5,528M $21,076M $25,449M
U.S. Large Cap – Growth 150 $1,244.0B $221M $12,424M $34,151M $106,245M $119,261M
U.S. Mid Cap – Value 21 $75.3B $75M $251M $178M $1,329M $1,577M
U.S. Small Cap – Value 34 $96.1B $36M ($235M) $146M ($3,685M) ($2,699M)
U.S. Small Cap – Growth 18 $50.2B ($43M) $105M $342M ($1,893M) ($692M)
U.S. Mid Cap – Growth 23 $57.8B ($61M) ($124M) $1,197M $1,663M $2,382M
U.S. Large Cap – Blend 335 $3,946.3B ($1,280M) $50,649M $109,381M $278,724M $346,318M

Top & Bottom ETFs by 5-Day Flow

The Vanguard S&P 500 ETF (VOO) dominated inflows this week with $4.32 billion, while the SPDR S&P 500 ETF Trust (SPY) saw the largest outflows at $6.33 billion. In the Mid Cap space, the SPDR S&P Midcap 400 ETF Trust (MDY) pulled in $192 million, contrasted by outflows from the Nuveen ESG Mid-Cap Growth ETF (NUMG). For Small Caps, the iShares Russell 2000 ETF (IWM) attracted $2.41 billion, while the Vanguard Small-Cap ETF (VB) faced outflows of $198 million.

Large Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
VOO Vanguard S&P 500 ETF $4,323M
IVV iShares Core S&P 500 ETF $1,355M
IWF iShares Russell 1000 Growth ETF $1,288M
RSP Invesco S&P 500 Equal Weight ETF $1,267M
VTI Vanguard Total Stock Market ETF $832M
Outflows
SPY SPDR S&P 500 ETF Trust ($6,327M)
QUAL iShares MSCI USA Quality Factor ETF ($3,765M)
QQQ Invesco QQQ Trust Series I ($1,877M)
VLUE iShares MSCI USA Value Factor ETF ($619M)
IWB iShares Russell 1000 ETF ($331M)

Mid Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
MDY SPDR S&P Midcap 400 ETF Trust $192M
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF $149M
VO Vanguard Mid-Cap ETF $146M
IWR iShares Russell Midcap ETF $86M
IJH iShares Core S&P Mid-Cap ETF $82M
Outflows
NUMG Nuveen ESG Mid-Cap Growth ETF ($60M)
NUMV Nuveen ESG Mid-Cap Value ETF ($60M)
JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF ($24M)
XMHQ Invesco S&P MidCap Quality ETF ($13M)
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF ($13M)

Small Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
IWM iShares Russell 2000 ETF $2,405M
FESM Fidelity Enhanced Small Cap ETF $63M
AVUV Avantis U.S. Small Cap Value ETF $52M
DFAS Dimensional U.S. Small Cap ETF $51M
RSSL Global X Russell 2000 ETF $40M
Outflows
VB Vanguard Small-Cap ETF ($198M)
NUSC Nuveen ESG Small-Cap ETF ($171M)
ESML iShares ESG Aware MSCI USA Small-Cap ETF ($121M)
IJR iShares Core S&P Small Cap ETF ($107M)
IWO iShares Russell 2000 Growth ETF ($63M)

Issuer League Table Update

Vanguard and iShares maintain their dominance, controlling 34.25% and 27.41% of the market, respectively. Vanguard gathered the most assets this week with $6.40 billion in inflows, while SPDR saw the largest outflows among top issuers, shedding $5.04 billion.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Vanguard 41 $2,410.19B 34.25%
iShares 81 $1,928.82B 27.41%
SPDR 30 $1,024.14B 14.55%
Invesco 69 $670.92B 9.53%
Schwab 12 $305.48B 4.34%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Vanguard $6,398M
iShares $1,759M
WisdomTree $434M
Outflows
SPDR ($5,035M)
Nuveen ($895M)
Xtrackers ($164M)

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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.