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ISTOXX INDICES

EURO iSTOXX 50 Health & Fitness Tilted

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Index Description

The EURO iSTOXX 50 Health & Fitness Tilted Index tracks the performance of all of the EURO STOXX 50 securities and the 10 largest securities form the STOXX Global Health & Weight Loss Index, subject to country and liquidity screens. The index is reviewed quarterly in March, June, September and December.

Key facts

  • The EURO STOXX 50 companies account for 80% and the 10 STOXX Global Health & Weight Loss Index (HW) companies account for 20%
  • EURO STOXX 50 companies weights are capped at 8% and HW companies are capped 3%.
  • The index is reviewed quarterly in March, June, September, and December.

Descriptive Statistics

Index Market Cap (USD bn) Components (USD bn) Component weight (%) Turnover (%)
Full Free-float Mean Median Largest Smallest Largest Smallest Last 12 monts
EURO iSTOXX 50 Health & Fitness Tilted N/A 119.2 2.0 1.7 8.5 0.4 7.2 0.4 18.1
EURO STOXX 50 5,896.2 4,745.6 94.9 80.1 417.3 21.5 8.8 0.5 7.6

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 Health & Fitness Tilted 0.2 24.4 22.3 73.0 80.6 N/A N/A 22.7 20.3 12.7
EURO STOXX 50 0.7 31.8 27.7 96.8 113.3 N/A N/A 28.2 25.6 16.6
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
EURO iSTOXX 50 Health & Fitness Tilted N/A N/A 17.2 16.6 18.9 N/A N/A 1.0 0.9 0.5
EURO STOXX 50 N/A N/A 19.6 18.4 20.8 N/A N/A 1.1 1.1 0.7
Index to benchmark Correlation Tracking error (%)
EURO iSTOXX 50 Health & Fitness Tilted 1.0 1.0 1.0 1.0 1.0 2.4 5.0 4.9 4.4 4.6
Index to benchmark Beta Annualized information ratio
EURO iSTOXX 50 Health & Fitness Tilted 1.0 0.9 0.9 0.9 0.9 -2.3 -1.5 -1.0 -1.1 -0.8

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

2Based on EURIBOR1M

(USD, Net Return), all data as of October 31, 2025

ISTOXX INDICES

EURO iSTOXX 50 Health & Fitness Tilted

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 Health & Fitness Tilted 22.0 18.0 20.9 18.0 2.8 2.3 1.9 2.4
EURO STOXX 50 20.7 16.8 19.4 16.8 2.4 2.8 1.7 1.9

Performance and annual returns

Methodology

All of the securities in the EURO STOXX 50 Index, and securities belonging to Japan, US, Switzerland, Denmark or the developed markets of the Eurozone from the STOXX Global Health & Weight Loss Index that have 3-month Average Daily Traded Volume (ADTV) equal to or exceeding 10 million EUR constitute the selection list.

The index is price weighted with weight factors based on free-float market capitalization and revenue exposure to the Health & Weight Loss theme

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Net Return EUR CH1362047701 ISX5HWT ISX5HWT INDEX .ISX5HWT
Price EUR CH1362047693 ISX5HWE .ISX5HWE
Gross Return EUR CH1362047719 ISX5HWGT .ISX5HWGT
Net Return USD CH1362047735 ISX5HWU .ISX5HWU
Gross Return USD CH1362047743 ISX5HWGU .ISX5HWGU
Price USD CH1362047727 ISX5HWK .ISX5HWK

Quick Facts

Weighting Price weighted with a weighting factor and capping factor
Cap Factor N/A
No. of components 60
Review frequency Quarterly
Calculation/distribution Realtime 15 sec
Calculation hours 00:00:00 22:30:00
Base value/base date 100 as of June. 18, 2012
History Available from Jun. 18, 2012
Inception date Feb. 27, 2025
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 7.151%
SAP Technology Germany 4.522%
SIEMENS Industrial Goods and Services Germany 3.652%
Eli Lilly & Co. Healthcare USA 3.367%
LVMH MOET HENNESSY Consumer Products and Services France 3.061%
Edwards Lifesciences Corp. Healthcare USA 2.967%
SCHNEIDER ELECTRIC Industrial Goods and Services France 2.809%
ALLIANZ Insurance Germany 2.659%
NOVO NORDISK B Healthcare Denmark 2.652%
BCO SANTANDER Banks Spain 2.598%

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

4Based on the composition as of October 31, 2025

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.