Value Shines, Growth Slips in Size & Style ETFs

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Weekly Channel Summary

The U.S. Size & Style ETF channel currently encompasses 984 ETFs from 278 issuers, representing a massive $8.34 trillion in total Assets Under Management (AUM). Over the past week, the channel attracted a robust $15.86 billion in net inflows. This strong weekly showing contributes to a solid Year-to-Date (YTD) flow figure of $280.16 billion and an impressive $680.80 billion over the past 12 months, highlighting sustained investor interest in these core equity segments.

This Week’s Performance Leaders and Laggards

It was a challenging week across the board for the U.S. Size & Style channel, with all categories posting negative Week-to-Date (WTD) returns. However, value-oriented strategies held up relatively better than their growth counterparts. The U.S. Mid Cap – Value category was practically flat, posting a marginal 0.03% gain (the only positive WTD category), and remains up 10.07% YTD. Conversely, the U.S. Large Cap – Growth category was the primary laggard, declining 3.74% on the week, though it still maintains an 8.70% gain YTD.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
U.S. Mid Cap – Value 0.03% 0.66% 4.03% 9.94% 10.07% 23.24%
U.S. Large Cap – Value -0.40% 1.82% 4.77% 10.53% 10.13% 23.68%
U.S. Small Cap – Value -0.47% 0.16% 6.76% 14.06% 14.38% 31.75%
U.S. Mid Cap – Blend -0.73% 0.61% 5.68% 8.59% 10.82% 22.67%
U.S. Small Cap – Blend -1.01% -0.26% 7.16% 11.43% 12.23% 26.64%
U.S. Large Cap – Blend -1.83% 1.74% 6.48% 8.01% 8.08% 22.00%
U.S. Small Cap – Growth -2.27% -0.93% 9.89% 12.10% 13.48% 28.11%
U.S. Mid Cap – Growth -2.41% 1.56% 8.48% 10.59% 10.05% 17.89%
U.S. Large Cap – Growth -3.74% 2.11% 10.89% 7.69% 8.70% 24.31%

Top & Bottom ETFs by Weekly Performance

Within Large Cap, the Invesco Large Cap Value ETF (PWV) led the pack with a 2.18% return, while the Roundhill Meme Stock ETF (MEME) suffered a sharp 14.17% decline. In Mid Cap, the Invesco Zacks Mid-Cap ETF (CZA) posted a 1.22% gain, outperforming the Polen 5Perspectives Small-Mid Growth ETF (PCSG), which fell 5.52%. For Small Cap, the Invesco S&P SmallCap Low Volatility ETF (XSLV) was top at 1.00%, in contrast to the iShares Micro-Cap ETF (IWC)‘s 5.05% drop.

Large Cap Performance

Ticker Fund Name WTD Performance
Top Performers
PWV Invesco Large Cap Value ETF 2.18%
UDI USCF Dividend Income Fund 1.68%
SPLV Invesco S&P 500 Low Volatility ETF 1.67%
NOBL ProShares S&P 500 Dividend Aristocrats ETF 1.64%
FTDS First Trust Dividend Strength ETF 1.63%
Bottom Performers
MEME Roundhill Meme Stock ETF -14.17%
BUZZ VanEck Social Sentiment ETF -9.10%
RKNG Defiance Retail Kings ETF -8.89%
MBCE Monarch Blue Chips Elite Index ETF -7.81%
QTAC Q3 All-Season Tactical Advantage ETF -6.87%

Mid Cap Performance

Ticker Fund Name WTD Performance
Top Performers
CZA Invesco Zacks Mid-Cap ETF 1.22%
XMVM Invesco S&P MidCap Value with Momentum ETF 1.20%
HWSM Hotchkis & Wiley SMID Cap Diversified Value Fund 1.15%
NUMV Nuveen ESG Mid-Cap Value ETF 1.14%
AMID Argent Mid Cap ETF 1.03%
Bottom Performers
PCSG Polen 5Perspectives Small-Mid Growth ETF -5.52%
IPO Renaissance IPO ETF -5.35%
CBSE Clough Select Equity ETF -4.63%
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF -4.38%
FRTY Alger Mid Cap 40 ETF -4.04%

Small Cap Performance

Ticker Fund Name WTD Performance
Top Performers
XSLV Invesco S&P SmallCap Low Volatility ETF 1.00%
ALIL Argent Focused Small Cap ETF 0.82%
SAWS AAM Sawgrass US Small Cap Quality Growth ETF 0.72%
MYLD Cambria Micro and SmallCap Shareholder Yield ETF 0.71%
SIXS ETC 6 Meridian Small Cap Equity ETF 0.59%
Bottom Performers
IWC iShares Micro-Cap ETF -5.05%
DWAS Invesco Dorsey Wright SmallCap Momentum ETF -4.45%
MMSC First Trust Multi-Manager Small Cap Opportunities ETF -4.19%
ACSG American Century Small Cap Growth Insights ETF -3.82%
FSEG Fidelity Enhanced Small Cap Growth ETF -3.79%

Analyzing the Weekly Flows

Despite the negative WTD performance, the U.S. Size & Style channel gathered a massive $15.86 billion in net inflows over the past 5 days. This influx was heavily concentrated in the U.S. Large Cap – Blend category, which commands the lion’s share of channel assets ($4,649.7 billion) and pulled in $16,288 million. The U.S. Mid Cap – Blend category also saw meaningful interest, gathering $1,530 million. Conversely, the U.S. Small Cap – Blend category saw the largest outflows, shedding $1,241 million for the week.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
U.S. Large Cap – Blend 366 $4,649.7B $16,288M $62,958M $144,598M $171,091M $422,175M
U.S. Mid Cap – Blend 69 $436.8B $1,530M $5,108M $15,191M $20,410M $36,245M
U.S. Small Cap – Growth 21 $59.8B $77M $426M $1,046M $113M $594M
U.S. Mid Cap – Value 24 $86.5B $3M $213M $215M $651M $2,959M
U.S. Mid Cap – Growth 26 $65.7B ($31M) $101M $370M $217M $3,567M
U.S. Large Cap – Value 200 $1,051.3B ($57M) $5,862M $20,013M $35,791M $83,943M
U.S. Large Cap – Growth 165 $1,492.0B ($330M) $19,037M $48,921M $47,868M $120,865M
U.S. Small Cap – Value 37 $117.8B ($378M) $949M $2,996M $4,190M $4,938M
U.S. Small Cap – Blend 67 $378.9B ($1,241M) ($1,820M) ($164M) ($176M) $5,516M

Top & Bottom ETFs by 5-Day Flow

The Vanguard S&P 500 ETF (VOO) was the clear winner in the Large Cap space, bringing in $9,606 million, while the iShares MSCI USA Value Factor ETF (VLUE) experienced the most significant Large Cap outflow at -$1,503 million. In Mid Caps, the State Street SPDR S&P MIDCAP 400 ETF (MDY) topped the list with $327 million in inflows, while the Nuveen ESG Mid-Cap Value ETF (NUMV) saw the most substantial outflows (-$98 million). Finally, in Small Caps, the Avantis U.S. Small Cap Value ETF (AVUV) led inflows with $267 million, contrasting with the iShares Russell 2000 ETF (IWM), which saw $1,145 million exit the fund.

Large Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
VOO Vanguard S&P 500 ETF $9,606M
SPY State Street SPDR S&P 500 ETF $5,317M
VTI Vanguard Total Stock Market ETF $2,578M
QQQM Invesco NASDAQ 100 ETF $1,140M
SCHD Schwab US Dividend Equity ETF $782M
Outflows
VLUE iShares MSCI USA Value Factor ETF ($1,503M)
QUAL iShares MSCI USA Quality Factor ETF ($1,240M)
NULG Nuveen ESG Large-Cap Growth ETF ($697M)
EQL Alps Equal Sector Weight ETF ($647M)
QQQ Invesco QQQ Trust Series I ($580M)

Mid Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
MDY State Street SPDR S&P MIDCAP 400 ETF $327M
IJH iShares Core S&P Mid-Cap ETF $312M
VXF Vanguard Extended Market ETF $231M
VO Vanguard Mid-Cap ETF $199M
IWR iShares Russell Midcap ETF $151M
Outflows
NUMV Nuveen ESG Mid-Cap Value ETF ($98M)
NUMG Nuveen ESG Mid-Cap Growth ETF ($95M)
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF ($31M)
IJJ iShares S&P Mid-Cap 400 Value ETF ($21M)
FLQM Franklin U.S. Mid Cap Multifactor Index ETF ($20M)

Small Cap Flows

Ticker Fund Name 5-Day Flow
Inflows
AVUV Avantis U.S. Small Cap Value ETF $267M
IJR iShares Core S&P Small Cap ETF $173M
SMLF iShares U.S. SmallCap Equity Factor ETF $77M
DFAS Dimensional U.S. Small Cap ETF $52M
SCHA Schwab U.S. Small-Cap ETF $44M
Outflows
IWM iShares Russell 2000 ETF ($1,145M)
IJS iShares S&P Small-Cap 600 Value ETF ($471M)
NUSC Nuveen ESG Small-Cap ETF ($248M)
VB Vanguard Small-Cap ETF ($223M)
VBR Vanguard Small Cap Value ETF ($85M)

Issuer League Table Update

Vanguard and iShares maintain a dominant duopoly in the U.S. Size & Style channel, controlling 34.26% and 26.66% of the AUM market share, respectively. This week, Vanguard was the clear leader in gathering assets, bringing in an impressive $13,110 million. Conversely, despite its massive market share, iShares saw the most significant outflows among top issuers, shedding $5,231 million over the past 5 days.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Vanguard 41 $2,857.09B 34.26%
iShares 82 $2,222.76B 26.66%
SPDR 28 $1,195.19B 14.33%
Invesco 68 $835.50B 10.02%
Schwab 12 $368.42B 4.42%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Vanguard $13,110M
SPDR $5,611M
Invesco $1,267M
Outflows
iShares ($5,231M)
Nuveen ($1,737M)
ALPS ($716M)

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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.