Vanguard’s VT Dominates Inflows as JPMorgan’s JGLO Sees Major Redemption

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Weekly Channel Summary

The Global Size & Style channel encompasses 103 ETFs from 72 issuers, with total assets under management of $194.41 billion. The channel attracted a modest $208 million in net inflows over the past week. This continues a strong trend of asset gathering, with year-to-date inflows reaching $24.30 billion and one-year flows totaling $36.84 billion.

This Week’s Performance Leaders and Laggards

Global Large Cap – Value funds led performance this week, posting a collective gain of 1.90%. On the other end of the spectrum, Global Small | Mid Cap funds were the weakest performers, though they still managed a slight gain of 0.45%. Year-to-date, Global Large Cap – Growth remains the top-performing category with a 13.68% return, closely followed by Value at 11.82%.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Global Large Cap – Value 1.90% 4.48% 3.09% 6.89% 11.82% 21.56%
Global Large Cap – Blend 1.31% -0.02% 3.73% 7.73% 10.82% 21.79%
Global Large Cap – Growth 1.11% -6.32% 5.09% 8.54% 13.68% 23.11%
Global Small | Mid Cap 0.45% 1.15% -1.67% 4.15% 11.65% 22.55%

Top & Bottom 5 ETFs by Weekly Performance

The VanEck Morningstar Global Wide Moat ETF (MOTG) was the standout performer, climbing 4.27% for the week. In contrast, the PGIM Jennison Focused Mid-Cap ETF (PJFM) was the largest decliner, falling 1.56%. The week’s results highlight a divergence in performance across individual strategies within the global equity space.

Ticker Fund Name WTD Performance
Top Performers
MOTG VanEck Morningstar Global Wide Moat ETF 4.27%
OAKG Oakmark Global Large Cap ETF 4.25%
FPAG FPA Global Equity ETF 3.92%
OAKI Oakmark International Large Cap ETF 3.78%
PCGG Polen Capital Global Growth ETF 3.76%
Bottom Performers
PJFM PGIM Jennison Focused Mid-Cap ETF -1.56%
ACTS FIS Tactical Equity ETF -1.22%
GPT Intelligent Alpha Atlas ETF -0.45%
CGV Conductor Global Equity Value ETF -0.26%
WLDR Simplify Affinity World Leaders Equity ETF 0.03%

Analyzing the Weekly Flows

Investors allocated a net $208 million to the Global Size & Style channel this week. Global Large Cap – Blend funds captured the largest share of new assets, pulling in $94 million. In contrast, the Global Small | Mid Cap category was the only segment to experience net redemptions, albeit a minor $1 million outflow.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Global Large Cap – Blend 71 $168.40B $94M $1,606M $5,113M $21,804M $32,827M
Global Large Cap – Value 16 $9.98B $61M $79M $211M $810M $1,094M
Global Large Cap – Growth 7 $11.89B $53M $237M $770M $1,858M $2,885M
Global Small | Mid Cap 9 $4.14B -$1M -$25M -$49M -$174M $33M

Top & Bottom 5 ETFs by 5-Day Flow

The Vanguard Total World Stock ETF (VT) was the clear leader in asset gathering, attracting $189 million in net new money. Conversely, the JPMorgan Global Select Equity ETF Global Select Equity ETF (JGLO) experienced a significant redemption of $250 million. The Bancreek Global Select ETF (BCGS) also saw outflows, shedding $4 million.

Ticker Fund Name 5-Day Flow
Inflows
VT Vanguard Total World Stock ETF $189M
CGGO Capital Group Global Growth Equity ETF $56M
CGDG Capital Group Dividend Growers ETF $43M
FEGE First Eagle Global Equity ETF $41M
GCOW Pacer Global Cash Cows Dividend ETF $33M
Outflows
JGLO JPMorgan Global Select Equity ETF Global Select Equity ETF -$250M
BCGS Bancreek Global Select ETF -$4M
RGEF Rockefeller Global Equity ETF -$3M
TMFG Motley Fool Global Opportunities ETF -$2M
JSTC Adasina Social Justice All Cap Global ETF -$2M

Issuer League Table Update

Vanguard and iShares continue to dominate the Global Size & Style landscape, commanding 40.29% and 30.74% of the market share, respectively. This week, Vanguard led all issuers in asset gathering with $189 million in net inflows, driven by its flagship fund. On the other hand, JPMorgan faced the largest redemptions, with a net outflow of $250 million for the week.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
Vanguard 1 $78.33B 40.29%
iShares 11 $59.75B 30.74%
Capital Group 3 $19.73B 10.15%
JPMorgan 2 $6.62B 3.41%
Pacer 5 $3.62B 1.86%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
Vanguard $189M
Capital Group $110M
First Eagle $41M
Outflows
JPMorgan -$250M
Bancreek -$4M
Rockefeller -$3M

For a deeper dive into these trends, access our FREE, in-depth Global Size & Style 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.