Benchmark Presets
Weighting Architecture
Macro & Dispersion Stress Test
Under mega-cap dispersion, top constituents grow their market share aggressively, masking broad-market breadth decay while tracking error relative to equal-weight surges.
TOP 5 CONCENTRATION
28.4%
5 of 500 stocks
HERFINDAHL INDEX (HHI)
174.2
Concentration metric
EFFECTIVE N STOCKS
57.4
1 / ∑(w²) breadth
ANNUALIZED DRAG (BPS)
14.2 bps
Rebalance + frontrunning
Constituent Weight Curve (Top 50)
Market-Cap WeightedLorenz Concentration Curve
Entropy: 0.68Sector Exposure & Active Tilts
Top 10 Holdings Decomposition & Front-Running Exposure
| Rank | Ticker / Name | Sector | Index Weight | Rebal Turnover | Liquidity Slippage | Factor Tilt |
|---|
The Economist Economic Architecture Thesis
"Passive" index funds are not neutral reflections of the economic landscape; they are governed by rigid algorithmic rules. Every decision—whether to weight by market capitalization, when to rebalance, and how to define inclusion criteria—is an active structural trade-off between momentum exposure, liquidity slippage, and concentration vulnerability.
Strategy: Market-Cap Weighted (Top Heavy)
Drawdown Resilience: Moderate (High Single-Sector Vulnerability)
Turnover Pct: 4.8%