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ISTOXX INDICES

EURO iSTOXX Equal Industry 50 EW

Index Description

The EURO iSTOXX Equal Industry 50 EW Index is comprised of companies with high free-float market cap from the EURO STOXX® Index, chosen in a way that ensures diversification across industries by selecting an equal number of companies from each industry and allocating equal weights to each one of them.

Key facts

  • Offers broad and liquid representation of the Eurozone region
  • Ensures industry diversification by providing exposure to blue-chip companies from each industry in the Eurozone

Descriptive Statistics

Index Market Cap (EUR bn) Components (EUR bn) Component weight (%) Turnover (%)
Full Free-float Mean Median Largest Smallest Largest Smallest Last 12 monts
EURO iSTOXX Equal Industry 50 EW N/A 5,122.3 102.4 102.0 113.6 90.4 2.2 1.8 28.0
EURO STOXX 7,776.9 5,615.7 19.0 7.1 356.5 1.1 6.3 0.0 3.8

Supersector weighting (top 10)

Country weighting

Risk and return figures1

Index returns Return (%) Annualized return (%)
Last month YTD 1Y 3Y 5Y Last month YTD 1Y 3Y 5Y
EURO iSTOXX Equal Industry 50 EW 4.3 6.6 9.5 24.6 48.5 N/A N/A 9.7 7.7 8.3
EURO STOXX 4.6 10.2 17.5 31.5 63.8 N/A N/A 18.0 9.7 10.5
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
EURO iSTOXX Equal Industry 50 EW N/A N/A 9.9 15.4 18.8 N/A N/A 0.6 0.4 0.4
EURO STOXX N/A N/A 11.0 16.8 19.6 N/A N/A 1.2 0.5 0.5
Index to benchmark Correlation Tracking error (%)
EURO iSTOXX Equal Industry 50 EW 0.9 0.9 1.0 1.0 1.0 2.9 3.4 3.3 3.1 3.2
Index to benchmark Beta Annualized information ratio
EURO iSTOXX Equal Industry 50 EW 0.8 0.8 0.9 0.9 0.9 -1.4 -4.1 -2.2 -0.7 -0.7

1For information on data calculation, please refer to STOXX calculation reference guide

2Based on EURIBOR1M

(EUR, Gross Return), all data as of March 29, 2024

ISTOXX INDICES

EURO iSTOXX Equal Industry 50 EW

Fundamentals

Index Price/earnings incl. negative Price/earnings excl. negative Price/book Dividend yield (%)3 Price/sales Price/cash flow
Trailing Projected Trailing Projected Trailing Trailing Trailing
EURO iSTOXX Equal Industry 50 EW 17.8 12.3 15.5 15.5 1.6 3.6 1.0 25.6
EURO STOXX 17.3 13.6 15.1 15.1 1.8 3.8 1.2 26.7

Performance and annual returns

Methodology

The EURO STOXX Index serves as the universe for the EURO iSTOXX Equal Industry 50 EW Index. The five largest companies by free-float market capitalization from each ICB industry are selected for the final index composition. The components are weighted equally and the index is reviewed quarterly.

The detailed methodology including the calculation formula can be found in our rulebook: http://www.stoxx.com/indices/rulebooks.html

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Gross Return EUR CH0454426104 IXBN5EG ISXEEIG INDEX .IXBN5EG
Net Return EUR CH0454426112 IXBN5EN ISXEEIN INDEX .IXBN5EN
Price EUR CH0454426096 IXBN5EP IXBN5EP INDEX .IXBN5EP
Gross Return USD CH0454426120 IXBN5UG .IXBN5UG
Price USD CH0454426138 IXBN5UP .IXBN5UP
Net Return USD CH0454426088 IXBN5UN .IXBN5UN

Quick Facts

Weighting Price Weighted
Cap Factor 0.01
No. of components 50
Review frequency Quarterly
Calculation/distribution realtime 15 sec
Calculation hours 09:00:00 18:00:00
Base value/base date 100 as of Dec. 19, 2003
History 37974
Inception date Jan. 23, 2019
To learn more about the inception date, the currency, the calculation hours and historical values, please see our data vendor code sheet.

CONTACT DETAILS

  • STOXX customer support
  • P +41 43 430 7272
  • customersupport@stoxx.com
  • https://qontigo.com/support/

DISCLAIMER

STOXX, Deutsche Börse Group and their licensors, research partners or data providers do not make any warranties or representations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particular purpose of its index data and exclude any liability in connection therewith. STOXX, Deutsche Börse Group and their licensors, research partners or data providers are not providing investment advice through the publication of indices or in connection therewith. In particular, the inclusion of a company in an index, its weighting, or the exclusion of a company from an index, does not in any way reflect an opinion of STOXX, Deutsche Börse Group or their licensors, research partners or data providers on the merits of that company. Financial instruments based on the STOXX indices, DAX indices or on any other indices supported by STOXX are in no way sponsored, endorsed, sold or promoted by STOXX, Deutsche Börse Group or their licensors, research partners or data providers.

BACKTESTED PERFORMANCE

This document contains index performance data based on backtesting, i.e. calculations of how the index might have performed prior to launch if it had existed using the same index methodology and based on historical constituents. Backtested performance information is purely hypothetical and is provided in this document solely for information purposes. Backtested performance does not represent actual performance and should not be interpreted as an indication of actual performance.

CUSTOMIZATION

The index can be used as a basis for the definition of STOXX Customized Indices, which can be tailored to specific client or mandate needs. STOXX offers a wide range of customization, in terms of component selection, weighting schemes and personalized calculation methodologies.

ISTOXX INDICES

EURO iSTOXX Equal Industry 50 EW

Top 10 Components4

Company Supersector Country Weight
BCO SANTANDER Banks Spain 2.218%
BNP PARIBAS Banks France 2.202%
Prosus Technology Netherlands 2.150%
ALLIANZ Insurance Germany 2.116%
BASF Chemicals Germany 2.106%
AIRBUS Industrial Goods and Services France 2.105%
AIRBUS Industrial Goods and Services Germany 2.105%
BAYER Health Care Germany 2.102%
E.ON Utilities Germany 2.091%
REPSOL Energy Spain 2.088%

3Net dividend yield is calculated as net return index return minus price index return

4Based on the composition as of March 29, 2024

CONTACT DETAILS

  • STOXX customer support
  • P +41 43 430 7272
  • customersupport@stoxx.com
  • https://stoxx.com/support/

DISCLAIMER

STOXX, Deutsche Börse Group and their licensors, research partners or data providers do not make any warranties or representations, express or implied, with respect to the timeliness, sequence, accuracy, completeness, currentness, merchantability, quality or fitness for any particular purpose of its index data and exclude any liability in connection therewith. STOXX, Deutsche Börse Group and their licensors, research partners or data providers are not providing investment advice through the publication of indices or in connection therewith. In particular, the inclusion of a company in an index, its weighting, or the exclusion of a company from an index, does not in any way reflect an opinion of STOXX, Deutsche Börse Group or their licensors, research partners or data providers on the merits of that company. Financial instruments based on the STOXX indices, DAX indices or on any other indices supported by STOXX are in no way sponsored, endorsed, sold or promoted by STOXX, Deutsche Börse Group or their licensors, research partners or data providers.

BACKTESTED PERFORMANCE

This document contains index performance data based on backtesting, i.e. calculations of how the index might have performed prior to launch if it had existed using the same index methodology and based on historical constituents. Backtested performance information is purely hypothetical and is provided in this document solely for information purposes. Backtested performance does not represent actual performance and should not be interpreted as an indication of actual performance.

CUSTOMIZATION

The index can be used as a basis for the definition of STOXX Customized Indices, which can be tailored to specific client or mandate needs. STOXX offers a wide range of customization, in terms of component selection, weighting schemes and personalized calculation methodologies.