Index Fund Active Choice & Market Impact Simulator

Exploring how 'passive' methodology rules dictate portfolio drift, turnover drag, and proxy governance power.
Presets:
1. Weighting Algorithm
5%
2. Inclusion & Exclusion Filters
3. Rebalance & Governance
22%
Methodology Case Study
Tesla was excluded from the S&P 500 for over a year despite reaching top market cap status because of the S&P Index Committee's strict 4-quarter cumulative profitability rule.
Top-5 Concentration 24.2% vs Benchmark 24.2%
Annual Turnover 4.5% Est. Rebalance Drag
Trading Drag 2.3 bps Transaction Cost Impact
Tracking Error 0.0% vs Broad Cap Benchmark
Proxy Voting Power 22.0% Big Three Share of Votes
Constituent Dynamic Weight Map 100 Assets
36-Month Active Weight Drift vs Rebalance Points
Top Constituent Weights & Active Divergence Real-time allocation breakdown
Ticker Name Sector Market Cap ($B) Revenue ($B) Index Weight % Status
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