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ISTOXX INDICES

Euro iSTOXX 50 BDFG ESG FCPE

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Index Description

The Euro iSTOXX 50 BDFG ESG Index components will have the components of the parent Euro STOXX 50 Index as of the review effective date excluding the stocks in the BDF Gestion exclusion lists. These are companies that do not meet BDF Gestion’s ESG and climate criteria. The exclusion lists will be provided to STOXX on the Wednesday before the second Friday of April and October. Index Guides, Benchmark statement, and other reports are available under the Data tab.

Key facts

  • ESG and Climate screens are applied to ensure indices meet BDF Gestion’s ESG and Climate criteria.
  • Indices are reviewed on a semi-annual basis in April and .
  • Components weights are capped monthly at 10

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 50 BDFG ESG FCPE 4,431.3 3,561.0 89.0 73.1 398.7 18.3 11.2 0.5 19.5
EURO STOXX 50 5,279.2 4,309.8 86.2 71.2 471.8 18.3 10.9 0.4 7.4

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 50 BDFG ESG FCPE 2.5 2.5 N/A N/A N/A N/A N/A N/A N/A N/A
EURO STOXX 50 2.7 2.7 12.5 42.9 70.8 N/A N/A 12.8 12.8 11.4
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
Euro iSTOXX 50 BDFG ESG FCPE N/A N/A 13.9 13.9 13.9 N/A N/A 2.0 2.0 2.0
EURO STOXX 50 N/A N/A 16.7 14.8 17.0 N/A N/A 0.6 0.6 0.5
Index to benchmark Correlation Tracking error (%)
Euro iSTOXX 50 BDFG ESG FCPE 1.0 1.0 1.0 1.0 1.0 1.6 1.6 1.6 1.6 1.6
Index to benchmark Beta Annualized information ratio
Euro iSTOXX 50 BDFG ESG FCPE 1.1 1.1 0.7 0.8 0.6 -1.8 -1.8 -1.8 -1.8 -1.8

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

2Based on EURIBOR1M

(EUR, Price), all data as of January 30, 2026

ISTOXX INDICES

Euro iSTOXX 50 BDFG ESG FCPE

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 50 BDFG ESG FCPE 18.6 17.7 18.6 17.7 2.3 N/A 2.2 22.9
EURO STOXX 50 18.9 17.4 18.7 17.4 2.2 2.7 1.7 1.8

Performance and annual returns

Methodology

The iSTOXX BDFG ESG indices track the performance of a selection of STOXX Indices after a customized BDF Gestion exclusion list is applied. The indices are weighted according to Free Float Market Capitalization with components weights capped at 10%.

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Net Return EUR CH1487684297 ISX5ER ISX5ER INDEX .ISX5ER
Gross Return EUR CH1487684305 ISX5EGR .ISX5EGR
Price EUR CH1487684289 ISX5EP ISX5EP INDEX .ISX5EP
Net Return USD CH1487684321 ISX5EV .ISX5EV
Gross Return USD CH1487684339 ISX5EGV .ISX5EGV
Price USD CH1487684313 ISX5EL .ISX5EL

Quick Facts

Weighting Free float market cap weighted
Cap Factor 0.1
No. of components Variable
Review frequency Semi-Annually
Calculation/distribution End of Day
Calculation hours 09:00:00 18:00:00
Base value/base date 1000 as of December. 31, 2025
History N/A
Inception date January. 8, 2026
To learn more about the inception date, the currency, the calculation hours and historical values, please see our data vendor code sheet.

Top 10 Components4

Company Supersector Country Weight
ASML HLDG Technology Netherlands 11.198%
SIEMENS Industrial Goods and Services Germany 5.412%
SAP Technology Germany 4.879%
BCO SANTANDER Banks Spain 4.506%
ALLIANZ Insurance Germany 3.972%
SCHNEIDER ELECTRIC Industrial Goods and Services France 3.927%
LVMH MOET HENNESSY Consumer Products and Services France 3.846%
BCO BILBAO VIZCAYA ARGENTARIA Banks Spain 3.472%
IBERDROLA Utilities Spain 3.257%
UNICREDIT Banks Italy 3.213%

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

4Based on the composition as of January 30, 2026

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.

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.