Portfolios from leading institutions
We provide low-cost access to well diversified portfolios using data from industry leading providers including FTSE-Russell, WisdomTree, State Street Global Advisors and our own investment team. These portfolios are constructed and managed by us.
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All costs shown are estimated.

Estimates given are based on an estimated turnover and average share price. Actual turnover and share prices might vary leading to higher or lower initial and annual costs.

Annual costs are the costs to manage the investment plus the estimated trading commission to re-balance the portfolio, estimated on an annual basis.

Initial costs are the estimated trading commissions incurred in establishing the portfolio.

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The Small Cap Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
IBKR Smart Beta
Sharpe ratio
0.33
365 days
Performance
7.5%
365 days
Risk score
Fees
0.08% fee
$5,000 min
The Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap quality stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
IBKR Smart Beta
Sharpe ratio
0.33
365 days
Performance
6.4%
365 days
Risk score
Fees
0.08% fee
$5,000 min
The Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
IBKR Smart Beta
Sharpe ratio
0.32
365 days
Performance
6.7%
365 days
Risk score
Fees
0.08% fee
$5,000 min
The Small Cap Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap quality stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
IBKR Smart Beta
Sharpe ratio
0.31
365 days
Performance
6.7%
365 days
Risk score
Fees
0.08% fee
$5,000 min
The Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap high dividend stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
IBKR Smart Beta
Sharpe ratio
0.30
365 days
Performance
6.0%
365 days
Risk score
Fees
0.08% fee
$5,000 min
The Small Cap Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap high dividend stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
IBKR Smart Beta
Sharpe ratio
0.26
365 days
Performance
6.0%
365 days
Risk score
Fees
0.08% fee
$5,000 min
The Small Cap Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap value stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
IBKR Smart Beta
Sharpe ratio
0.09
365 days
Performance
3.7%
365 days
Risk score
Fees
0.08% fee
$5,000 min
The Growth portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap growth stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost. Stocks are compared against their sector peers, and those with attractive growth ratios receive higher allocations.
Strategy
IBKR Smart Beta
Sharpe ratio
0.04
365 days
Performance
3.0%
365 days
Risk score
Fees
0.08% fee
$5,000 min
The Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap value stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
IBKR Smart Beta
Sharpe ratio
-0.10
365 days
Performance
1.0%
365 days
Risk score
Fees
0.08% fee
$5,000 min
The Small Cap Growth portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap growth stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
IBKR Smart Beta
Sharpe ratio
-0.17
365 days
Performance
-0.2%
365 days
Risk score
Fees
0.08% fee
$5,000 min
This strategy is designed for investors who seek to incorporate alternative investments into a traditional portfolio using ETFs. The strategy typically incorporates WisdomTree equity and fixed income ETFs, and may also include non-WisdomTree ETFs. It typically includes US and international equity and fixed income funds with commodity-focused, long-short, option-writing and other alternative strategies. For performance purposes, this strategy will be benchmarked to a 50/30/20 combination of a broad-based global equity benchmark, a US aggregate bond index, and a benchmark that is a proxy for US cash, respectively.
Strategy
ETFs / Funds
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.10% fee
$5,000 min
This strategy provides exposure to a diversified allocation of stocks and bonds using ETFs. It seeks to maximize potential for capital growth on behalf of investors by overweighting equity securities relative to bonds. The strategy typically incorporates WisdomTree equity and fixed income ETFs, and may also include non-WisdomTree ETFs. For performance purposes, this strategy will be benchmarked to an 80/20 combination of a broad-based global equity index and a US aggregate bond index, respectively.
Strategy
ETFs / Funds
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.10% fee
$5,000 min
The State Street Tactical Allocation Model ETF Portfolios seek to provide investors with risk-based model portfolios. Each model portfolio invests primarily in index-based exchange traded funds (ETFs), the majority of which are owned and distributed by State Street and its affiliates.
Strategy
ETFs / Funds
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.30% fee
$5,000 min
The State Street Tactical Allocation Model ETF Portfolios seek to provide investors with risk-based model portfolios. Each model portfolio invests primarily in index-based exchange traded funds (ETFs), the majority of which are owned and distributed by State Street and its affiliates.
Strategy
ETFs / Funds
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.30% fee
$5,000 min
The Russell Top 200 Managed Portfolio seeks to invest in the top 200 large-capitalization U.S. equities.
Strategy
Index Tracker
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.20% fee
$5,000 min
The Russell 3000 Dividend Growth Managed Portfolio seeks to invest in the top U.S. dividend equities within the Russell 3000® Index.
Strategy
Index Tracker
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.20% fee
$5,000 min
The Russell 1000 Utilities Managed Portfolio includes stocks of companies that distribute electricity, water, or gas, or that operate as independent power producers.
Strategy
Index Tracker
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.20% fee
$5,000 min
The Russell 1000 Technology Managed Portfolio includes stocks of companies that serve the electronics and computer industries or that manufacture products based on the latest applied science.
Strategy
Index Tracker
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.20% fee
$5,000 min
The Russell 1000 Producer Durables Managed Portfolio includes stocks of companies that manufacture products and provide services that consumers purchase on a discretionary basis.
Strategy
Index Tracker
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.20% fee
$5,000 min
The Russell 1000 Materials & Processing Managed Portfolio includes stocks of companies that extract or process raw materials.
Strategy
Index Tracker
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.20% fee
$5,000 min
The Russell 1000 Healthcare Managed Portfolio includes stocks of companies involved in providing medical or health care products, services, technology, or equipment.
Strategy
Index Tracker
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.20% fee
$5,000 min
The Russell 1000 Financial Services Managed Portfolio invests in stocks of companies that provide financial services.
Strategy
Index Tracker
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.20% fee
$5,000 min
The Russell 1000 Energy Managed Portfolio invests in stocks of companies involved in the exploration and production of energy products such as oil, natural gas, and coal.
Strategy
Index Tracker
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.20% fee
$5,000 min
The Russell 1000 Dividend Growth Managed Portfolio seeks to invest in the top large-capitalization U.S. dividend equities within the Russell 1000® Index.
Strategy
Index Tracker
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.20% fee
$5,000 min
The Russell 1000 Consumer Staples Managed Portfolio invests in stocks of companies providing direct-to-consumer products that, based on consumer spending habits, are considered nondiscretionary.
Strategy
Index Tracker
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.20% fee
$5,000 min
The Russell 1000 Consumer Discretionary Managed Portfolio invests in stocks of companies that provide goods and services that consumers purchase on a discretionary basis.
Strategy
Index Tracker
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.20% fee
$5,000 min
The FTSE NAREIT All Equity REITs Managed Portfolio seeks to invest in the real estate space across the US economy with exposure to all investment and property sectors.
Strategy
Index Tracker
Sharpe ratio
Insufficient data *
Performance
Insufficient data *
Risk score
Fees
0.20% fee
$5,000 min
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* Portfolios must have 365 days worth of daily performance data before we calculate risk metrics.