iShares Core S&P 500 ETF

All ETFs listed on the major US exchanges (NYSE Arca, NASDAQ, BATS) and eligible for fractional investing are included in the universe

<ul><li>At Windmill Capital, our team crafts thematic portfolios inspired by long-term macro trends. We identify key sectors, industries and stocks/ETFs poised to benefit from these emerging trends, mapping out where exposure is best captured across the value chain</li><li>This smallcase selects country-specific ETFs that give exposure to countries with sustained current account surpluses, low government or external debt and have currencies that have stayed stable against the US dollar over the last 20 years</li><li>To ensure each fund captures a distinct, non-overlapping segment of the theme it is meant to represent, selected ETFs are evaluated on thematic purity, index construction methodology, underlying holdings composition and geographic exposure, including in-depth holdings and overlap analysis against competing ETFs</li></ul>

All ETFs qualifying the above mentioned research criteria are selected

The list of selected ETFs is weighted such that the risk contribution of each ETF in the smallcase is equal. By focusing on risk instead of market cap or value, this weighting scheme provides better diversification and protection against market volatility

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter

Global Safe Havens Theme

Compare with 501st-900th market cap stocks

Compare with 901st-1500th market cap stocks

A defensive allocation to the countries with the world's strongest sovereign balance sheets

Global Safe Havens Theme

Overview

ETFs & Weights