Value Over Growth: Small-Caps and Utilities Lead the Market Rotation

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Macro Overview

Global markets exhibited a defensive posture on Tuesday as investors processed a “macro pause” ahead of significant U.S. labor and inflation data releases later in the week. U.S. equities saw slight pressure, with the S&P 500 (IVV) dipping 0.28%, while fixed income segments like Long-Term Government bonds (SPTL) outperformed as yields softened. A notable outlier was the Japanese market (EWJ), which surged 1.98% on the day, contrasting with broader weakness in Commodities (DJP) and Digital Assets.

U.S. Size & Style

Performance within U.S. equities favored the smaller end of the capitalization spectrum, with Small Value (IJS) gaining 0.22% while Large Growth (IVW) lagged significantly with a 0.54% decline. Technical breadth remains relatively healthy in the small-cap space, with the S&P 600 Small Cap (IJR) showing 70.43% of its constituents trading above their 50-day SMA despite an overbought RSI of 67.03. Large Growth remains the primary laggard, currently trading 1.26% below its 50-day moving average as investors rotate toward defensive value pockets.

Name (Ticker) 1-Day % 1 Month 3 Month YTD 1 Year
Small Value (IJS) 0.22% 4.92% 13.55% 11.12% 18.24%
Mid Value (IJJ) 0.13% 3.90% 11.96% 8.86% 14.19%
Small Cap (IJR) 0.06% 4.47% 11.40% 9.89% 14.33%
Large Value (IVE) -0.02% 1.90% 6.31% 4.47% 15.39%
Small Growth (IJT) -0.03% 3.94% 9.28% 8.58% 10.40%
Mid Cap (IJH) -0.04% 3.83% 10.36% 8.73% 13.50%
Large Cap (IVV) -0.28% -0.28% 1.87% 1.49% 15.85%
Mid Growth (IJK) -0.29% 3.69% 8.90% 8.47% 12.55%
Large Growth (IVW) -0.54% -2.22% -1.85% -1.11% 15.90%

U.S. Sectors & Industries

Utilities (XLU) led the sector leaderboard with a 1.66% advance as interest rate sensitivities benefited from lower yields, followed closely by Materials (XLB) at 1.40%. Despite the daily gain, Materials is showing extreme technical strength with 100% of constituents above their 50-day SMA and a heavily overbought RSI of 72.97. Conversely, the Financials sector (XLF) fell 0.72%, while Energy (XLE) remained overbought with an RSI of 75.46 despite a minor 0.11% daily slip.

Name (Ticker) 1-Day % 1 Month 3 Month YTD 1 Year
Utilities (XLU) 1.66% 3.98% -0.67% 3.54% 15.09%
Materials (XLB) 1.40% 9.64% 22.77% 16.67% 21.60%
Real Estate (XLRE) 1.40% 5.78% 5.01% 6.17% 5.40%
Consumer Discretionary (XLY) 0.66% -4.89% -0.77% -0.90% 5.44%
Communication Services (XLC) 0.60% -0.28% 4.13% -0.12% 15.31%
Industrials (XLI) 0.12% 7.40% 13.16% 12.11% 27.22%
Energy (XLE) -0.11% 14.81% 19.61% 19.84% 22.36%
Consumer Staples (XLP) -0.32% 9.97% 14.94% 12.19% 12.14%
Technology (XLK) -0.56% -2.46% -3.38% -0.99% 21.43%
Health Care (XLV) -0.63% -1.26% 5.91% 0.34% 8.03%
Financials (XLF) -0.72% -3.91% 1.44% -2.23% 5.60%

Global Thematic

Home Construction (ITB) surged as the top daily thematic leader with a 3.74% gain, while Cybersecurity (WCBR) and Cloud Computing (WCLD) also found footing with gains above 1.70%. The thematic laggards were dominated by digital assets and uranium, with Crypto Industry (CRPT) and Cannabis (MSOS) both sliding more than 3.50%. This divergent performance highlights a shift away from high-volatility speculative themes toward cyclical housing and infrastructure components.

Name (Ticker) 1-Day % Change
1-Day Leaders
Home Construction (ITB) 3.74%
Homebuilders (XHB) 2.82%
Video Games & Esports (HERO) 2.17%
Cybersecurity (WCBR) 1.75%
Cloud Computing (WCLD) 1.71%
1-Day Laggards
Crypto Industry (CRPT) -3.63%
Pure US Cannabis (MSOS) -3.56%
Blockchain (BKCH) -3.02%
Crypto Thematic (STCE) -2.89%
Bitcoin Mining (WGMI) -2.76%

Developed ex-U.S. & Emerging Markets

International markets were buoyed by a significant rally in Japan (EWJ), which hit a new 52-week high with an RSI of 77.6. In emerging markets, the Philippines (EPHE) and Taiwan (EWT) were performance outliers, while South Korea (EWY) retreated 1.27% despite its massive 130% 1-year return. Technical breadth in Taiwan remains robust, with 63.95% of its constituents above their 50-day SMA, supporting its position near 52-week highs.

Name (Ticker) 1-Day % 1 Month 3 Month YTD 1 Year
Developed Markets
Japan (EWJ) 1.98% 10.03% 15.47% 15.31% 41.68%
Canada (EWC) 0.80% 3.83% 12.46% 5.17% 37.10%
Dev ex-U.S. (EFA) 0.24% 5.50% 11.38% 8.55% 34.71%
Netherlands (EWN) 0.13% 4.42% 11.83% 10.59% 42.10%
Switzerland (EWL) -0.03% 4.70% 12.54% 5.79% 29.53%
Germany (EWG) -0.23% 1.87% 7.96% 4.05% 28.80%
Hong Kong (EWH) -0.29% 6.05% 8.23% 11.39% 52.75%
France (EWQ) -0.34% 2.07% 6.51% 4.09% 24.08%
U.K. (EWU) -0.60% 4.35% 9.68% 6.28% 34.43%
Australia (EWA) -0.66% 9.06% 8.66% 9.35% 17.88%
South Korea (EWY) -1.27% 14.29% 33.04% 28.01% 130.83%
Emerging Markets
Taiwan (EWT) 0.96% 8.37% 13.66% 12.45% 42.29%
Indonesia (EIDO) 0.85% -6.63% -3.39% -5.08% 5.17%
India (INDA) 0.56% 1.06% -0.76% -0.57% 6.25%
Emerging (EEM) 0.15% 6.06% 10.74% 10.77% 41.95%
China (MCHI) 0.03% -0.37% -3.01% 3.20% 24.22%
Mexico (EWW) -0.24% 13.26% 20.81% 16.08% 64.56%
Brazil (EWZ) -0.26% 15.91% 21.32% 20.62% 58.01%
Thailand (THD) -0.32% 14.37% 14.17% 14.68% 26.61%
South Africa (EZA) -0.41% 6.68% 19.42% 9.61% 74.80%
Malaysia (EWM) -0.47% 7.61% 13.95% 8.52% 27.86%

Fixed Income

In duration-sensitive terms, Long-Term Government bonds (SPTL) saw strong demand, advancing 1.06% as recessionary jitters and a macro pause pushed investors toward safe-haven sovereign debt. Within the credit spectrum, Investment Grade Core (AGG) rose 0.29%, while higher-risk segments like High Yield (HYG) and Convertibles (CWB) retreated, indicating a flight to quality. Municipal bonds showed modest gains across the curve, while Emerging USD debt (EMB) outpaced local currency equivalents.

Name (Ticker) 1-Day % 1 Month 3 Month YTD 1 Year
Multisector
Long-Term (BLV) 0.72% 0.82% 0.68% 1.50% 6.09%
Core (AGG) 0.29% 0.62% 1.28% 0.90% 7.15%
Core Enhanced (IUSB) 0.26% 0.61% 1.27% 0.89% 7.36%
Short-Term (BSV) 0.11% 0.53% 1.20% 0.50% 6.09%
Government
Long-Term (SPTL) 1.06% 1.03% 0.36% 1.68% 4.91%
Intermediate (SPTI) 0.24% 0.60% 1.10% 0.60% 7.28%
Inflation Protected (TIP) 0.21% 0.74% 0.67% 0.98% 5.89%
Short-Term (SPTS) 0.07% 0.45% 1.13% 0.42% 5.19%
Ultrashort (BIL) 0.01% 0.28% 0.90% 0.38% 4.08%
Specialty
Mortgage Backed (MBS) 0.30% 0.39% 1.65% 1.00% 8.45%
Corporate (SPIB) 0.09% 0.54% 1.48% 0.66% 7.80%
Preferred Stock (PFF) 0.03% 0.40% 2.46% 2.38% 6.10%
Bank Loans (BKLN) -0.05% -1.35% 0.18% -1.06% 5.32%
High Yield (HYG) -0.10% 0.30% 1.74% 0.76% 7.74%
Convertible (CWB) -0.45% 2.58% 2.59% 6.14% 19.30%
International & EM
Emerging USD (EMB) 0.26% 1.07% 1.99% 1.15% 12.57%
International USD (BNDX) 0.23% 0.52% 0.48% 0.98% 2.98%
International Local (IGOV) 0.21% 2.98% 2.96% 2.71% 11.99%
Emerging Local (EMLC) -0.04% 2.79% 5.16% 2.95% 19.21%
Municipals
Intermediate (MUB) 0.16% 0.54% 1.45% 1.05% 4.44%
Long-Term (MLN) 0.17% 0.24% 0.62% 0.72% 2.56%
Short-Term (SUB) 0.04% 0.50% 1.46% 0.75% 3.83%
High Yield (HYD) 0.02% -0.11% 1.44% 0.25% 2.50%

Commodities

Commodities were mixed with a slight negative bias, as the Broad Composite (DJP) eased 0.05%. Energy components were relatively flat, though Brent Crude (BNO) managed a 0.22% daily gain. Precious metals were under intense pressure, with Silver (SLV) dropping 3.46% and Platinum (PPLT) sliding 2.30% as technical profit-taking ensued following recent 52-week highs. Soybeans (SOYB) was the standout in Agriculture, gaining 1.09% on the day.

Name (Ticker) 1-Day % 1 Month 3 Month YTD 1 Year
Broad Composite (DJP) -0.05% 6.70% 10.69% 9.60% 18.48%
Agriculture
Soybeans (SOYB) 1.09% 4.88% -0.64% 6.18% 4.22%
Corn (CORN) 0.23% -2.40% -2.35% -1.52% -13.44%
Wheat (WEAT) 0.10% 1.62% -2.96% 3.51% -18.94%
Broad-based (DBA) -0.08% -0.19% 0.16% 0.82% -4.44%
Sugar (CANE) -1.40% -5.31% -0.37% -6.10% -20.69%
Energy
Brent Crude Oil (BNO) 0.22% 11.15% 11.15% 15.08% 4.56%
Broad-based (DBE) 0.03% 10.68% 4.47% 11.54% 4.59%
WTI Crude Oil (USO) 0.01% 10.24% 8.86% 12.83% 0.81%
Natural Gas (UGA) -0.93% 9.38% 2.73% 13.36% 7.30%
Industrial Metals
Broad-based (DBB) -1.12% -0.13% 12.62% 4.05% 26.97%
Copper (CPER) -1.20% 0.50% 14.93% 3.92% 23.15%
Precious Metals
Gold (GLD) -0.99% 11.56% 22.21% 16.68% 72.30%
Broad-based (DBP) -1.51% 8.10% 27.63% 14.92% 80.54%
Palladium (PALL) -1.87% -6.70% 19.41% 6.68% 72.19%
Platinum (PPLT) -2.30% -8.06% 31.86% 1.98% 110.02%
Silver (SLV) -3.46% 1.42% 60.32% 13.96% 151.40%

Cryptocurrency

Digital assets faced broad selling pressure on Tuesday as Bitcoin (IBIT) fell 2.84%, extending its 3-month slide to over 35%. Solana (SOLZ) was the worst performer among the majors, tumbling 6.15% as high-beta assets were shed in favor of defensive postures. Ethereum (ETHA) also declined significantly by 5.18%, reflecting a tentative risk environment ahead of the week’s key macroeconomic catalysts.

Name (Ticker) 1-Day % 1 Month 3 Month YTD 1 Year
Solana (SOLZ) -6.15% -39.39% -51.50% -33.92%
Ethereum (ETHA) -5.18% -34.45% -43.66% -32.23% -25.31%
Multi-Coin (NCIQ) -3.07% -26.52% -37.80% -23.45%
Bitcoin (IBIT) -2.84% -23.83% -35.26% -21.51% -29.63%

What to Watch Today

The macroeconomic calendar shifts into high gear today with the release of December Retail Sales data, which will serve as a crucial test of U.S. consumer resilience amid shifting policy narratives. Alongside this, the Employment Cost Index for Q4 2025 will provide the Federal Reserve with updated insights into wage-driven inflationary pressures. Investors are also bracing for the delayed January Nonfarm Payrolls report scheduled for Wednesday, which is expected to be a primary volatility driver for global risk assets and bond yields. The synthesis of these consumer and labor data points will likely dictate whether the current equity market “pause” matures into a deeper rotation or sets the stage for a push toward new records.

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.