Value and Mid-Caps Take the Lead in Global Ex-U.S. Performance

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Weekly Channel Summary

The Global Ex-U.S. Size & Style ETF channel, encompassing 335 ETFs from 92 issuers and managing $1,788B in total assets, saw robust positive activity this past week. The channel pulled in $1.68B in 5-day flows, extending a strong trend that has seen $115.18B collected year-to-date and $254.11B over the past year.

This Week’s Performance Leaders and Laggards

Global Ex-U.S. Size & Style categories exhibited mixed week-to-date performance. The Global Ex-U.S. Small | Mid Cap and Global Ex-U.S. Large Cap – Value segments led the way with gains of 0.95% and 0.91% respectively. Both are also posting solid Year-to-Date numbers, up 9.86% and 9.54%. Conversely, Emerging Large Cap lagged, declining -0.22% for the week, though it remains a top performer for the year with a 14.85% YTD gain.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Global Ex-U.S. Small | Mid Cap 0.95% 4.80% 3.35% 14.73% 9.86% 38.23%
Global Ex-U.S. Large Cap – Value 0.91% 3.38% 3.49% 15.70% 9.54% 34.15%
Global Ex-U.S. Large Cap – Blend 0.47% 4.49% 2.16% 10.68% 7.33% 27.79%
Emerging Small | Mid Cap 0.07% 8.73% 6.30% 12.59% 13.32% 33.83%
Global Ex-U.S. Large Cap – Growth -0.04% 5.77% 1.14% 7.40% 6.09% 24.03%
Emerging Large Cap -0.22% 9.32% 6.08% 16.39% 14.85% 44.82%

Drilling down to individual funds, the Bancreek International Large Cap ETF (BCIL) led the Global Ex-U.S. segment with a 2.76% WTD return, while the Nomura ETF Trust Nomura Focused Emerging Markets Equity ETF (EMEQ) paced the Emerging Markets group at 2.12%. On the downside, the First Trust International Equity Opportunities ETF (FPXI) and the Touchstone International Equity ETF (TLCI) were the two worst-performing funds overall, dropping -2.52% and -1.47% respectively.

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

Ticker Fund Name WTD Performance
Top Performers
BCIL Bancreek International Large Cap ETF 2.76%
BAIV Brown Advisory International Value Select ETF 2.58%
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF 2.03%
FYLD Cambria Foreign Shareholder Yield ETF 1.93%
FGD First Trust Dow Jones Global Select Dividend Index Fund 1.88%
Bottom Performers
FPXI First Trust International Equity Opportunities ETF -2.52%
TLCI Touchstone International Equity ETF -1.47%
PCIG Polen Capital International Growth ETF -1.30%
ABLG Abacus FCF International Leaders ETF -1.12%
GVAL Cambria Global Value ETF -1.03%

Top & Bottom 5 Emerging Market ETFs by Weekly Performance

Ticker Fund Name WTD Performance
Top Performers
EMEQ Nomura ETF Trust Nomura Focused Emerging Markets Equity ETF 2.12%
EEMO Invesco S&P Emerging Markets Momentum ETF 1.94%
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 1.24%
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 0.99%
EMSF Matthews Emerging Markets Sustainable Future Active ETF 0.85%
Bottom Performers
RNEM First Trust Emerging Markets Equity Select ETF -1.75%
VEM Virtus Emerging Markets Dividend ETF -1.69%
EDOG ALPS Emerging Sector Dividend Dogs ETF -1.35%
UEVM VictoryShares Emerging Markets Value Momentum ETF -1.23%
EPEM Harbor Emerging Markets Equity ETF -1.22%

Analyzing the Weekly Flows

Investors added $1.66B to the channel overall this week. The Global Ex-U.S. Large Cap – Blend category was the primary beneficiary, attracting a massive $1,219M and cementing its dominance with $1,078.0B in total AUM. Global Ex-U.S. Large Cap – Value also drew significant interest with $370M in new capital. Conversely, the Global Ex-U.S. Small | Mid Cap category experienced the largest outflows, shedding -$49M over the five-day period.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Global Ex-U.S. Large Cap – Blend 125 $1,078.0B $1,219M $8,593M $42,638M $57,226M $141,111M
Global Ex-U.S. Large Cap – Value 54 $140.0B $370M $2,178M $8,450M $11,674M $26,726M
Emerging Large Cap 103 $451.3B $120M $3,600M $15,751M $35,545M $67,736M
Global Ex-U.S. Large Cap – Growth 26 $46.3B $24M $616M $6,582M $7,089M $7,021M
Emerging Small | Mid Cap 6 $3.3B -$22M -$59M -$89M -$87M -$229M
Global Ex-U.S. Small | Mid Cap 20 $69.1B -$49M $462M $2,770M $3,718M $11,732M

The iShares Core MSCI EAFE ETF (IEFA) was the standout in the Global Ex-U.S. segment, amassing $467M in new assets, while the Capital Group New Geography Equity ETF (CGNG) took the top spot for Emerging Markets with $43M in inflows. At the other end of the spectrum, the Vanguard FTSE Developed Markets ETF (VEA) and the Dimensional International Small Cap Value ETF (DISV) suffered the heaviest overall outflows, losing -$570M and -$98M respectively.

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

Ticker Fund Name 5-Day Flow
Inflows
IEFA iShares Core MSCI EAFE ETF $467M
SCHF Schwab International Equity ETF $303M
VXUS Vanguard Total International Stock ETF $235M
JIVE JPMorgan International Value ETF $194M
FNDF Schwab Fundamental International Equity ETF $117M
Outflows
VEA Vanguard FTSE Developed Markets ETF -$570M
DISV Dimensional International Small Cap Value ETF -$98M
MOTI VanEck Morningstar International Moat ETF -$88M
DFIV Dimensional International Value ETF -$46M
GVAL Cambria Global Value ETF -$36M

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

Ticker Fund Name 5-Day Flow
Inflows
CGNG Capital Group New Geography Equity ETF $43M
AVEM Avantis Emerging Markets Equity ETF $27M
EMEQ Nomura ETF Trust Nomura Focused Emerging Markets Equity ETF $19M
DFEV Dimensional Emerging Markets Value ETF $16M
GEME Pacific North of South EM Equity Active ETF $12M
Outflows
EWX State Street SPDR S&P Emerging Markets Small Cap ETF -$22M
XC WisdomTree True Emerging Markets Fund -$13M
RWEM Rayliant NxtGen Multifactor Emerging Markets ETF -$7M
AGEM abrdn Emerging Markets Dividend Active ETF -$5M
SDEM Global X MSCI SuperDividend Emerging Markets ETF -$2M

Issuer League Table Update

iShares and Vanguard maintain their formidable leads in market share, controlling 38.76% and 33.28% of the channel’s AUM. iShares led all issuers in recent momentum, gathering $690M in weekly inflows, whereas Vanguard experienced the largest contraction, shedding -$283M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
iShares 42 $692.99B 38.76%
Vanguard 9 $595.10B 33.28%
Schwab 7 $118.82B 6.64%
Dimensional 15 $98.07B 5.48%
State Street 12 $64.01B 3.58%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
iShares $690M
Schwab $427M
JPMorgan $206M
Outflows
Vanguard -$283M
VanEck -$88M
WisdomTree -$34M

For a deeper dive into these trends, access our FREE, in-depth Global Ex-U.S. 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.