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ENVIRONMENTAL SOCIAL GOVERNANCE INDICES

iSTOXX US Family Owned ESG Company

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Index Description

The iSTOXX US Family Owned ESG Company index tracks the performance of the largest US stocks that are classified as family-owned by the Centre of Family Entrepreneurship and Ownership (CeFEO). Companies that are non-compliant based on the ISS-ESG Norms Based Screening assessment or are involved in Controversial Weapons are not eligible for selection. Additional exclusion filters are applied, screening companies for involvement in Tobacco, Thermal Coal, Gambling, Pornography, Civilian Firearms, and Military Contracting. Companies that are non-compliant based on the ISS-ESG Norms Based Screening assessment or are involved in Controversial Weapons are not eligible for selection. Additional exclusion filters are applied, screening companies for involvement in Tobacco, Thermal Coal, Gambling, Pornography, Civilian Firearms, and Military Contracting.

Key facts

The index selects family-owned companies as defined by the Centre of Family Entrepreneurship and Ownership (CeFEO)
Screening provided by award-winning ESG data provider ISS-ESG
The index family comprises of Global, Eurozone, US and Swiss variants

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
iSTOXX US Family Owned ESG Company	N/A	1.1	0.0	0.0	0.1	0.0	10.8	0.3	27.6
STOXX USA 500	50,424.7	48,590.9	97.2	36.6	3,655.8	11.8	7.5	0.0	2.6

Supersector weighting (top 10)


Consumer Products and Services	15.3
Technology	15.1
Telecommunications	13.0
Travel and Leisure	12.8
Retail	12.7
Financial Services	10.1
Utilities	5.2
Food, Beverage and Tobacco	4.9
Health Care	3.0
Automobiles and Parts	2.2

Country weighting


USA	100.0

Risk and return figures¹

Index returns	Return (%)					Annualized return (%)
	Last month	YTD	1Y	3Y	5Y	Last month	YTD	1Y	3Y	5Y
iSTOXX US Family Owned ESG Company	-4.7	18.1	18.1	12.8	N/A	N/A	N/A	18.7	4.3	N/A
STOXX USA 500	-0.9	32.1	32.1	34.4	98.1	N/A	N/A	32.2	10.4	14.7
Index volatility and risk	Annualized volatility (%)					Annualized Sharpe ratio²
iSTOXX US Family Owned ESG Company	N/A	N/A	15.2	17.8	17.0	N/A	N/A	0.9	0.0	0.2
STOXX USA 500	N/A	N/A	14.2	18.0	21.9	N/A	N/A	1.7	0.4	0.6
Index to benchmark	Correlation					Tracking error (%)
iSTOXX US Family Owned ESG Company	0.9	0.8	0.8	0.9	0.9	7.1	9.3	9.3	8.8	8.8
Index to benchmark	Beta					Annualized information ratio
iSTOXX US Family Owned ESG Company	0.9	0.9	0.9	0.9	0.5	-6.9	-1.3	-1.3	-0.8	-1.0

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

²Based on EURIBOR1M

(EUR, Price), all data as of December 31, 2024

ENVIRONMENTAL SOCIAL GOVERNANCE INDICES

iSTOXX US Family Owned ESG Company

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
iSTOXX US Family Owned ESG Company	18.6	18.5	18.3	18.3	3.2	1.2	1.1	21.4
STOXX USA 500	30.8	25.0	28.5	24.5	4.9	1.2	3.2	24.4

Performance and annual returns

	iSTOXX US Family Owned ESG Company
1616371200000	100
1616457600000	98.34
1616544000000	96.58
1616630400000	97.16
1616716800000	96.66
1616976000000	96.6
1617062400000	97.25
1617148800000	96.11
1617235200000	96.48
1617667200000	97.62
1617753600000	96.85
1617840000000	96.54
1617926400000	96.99
1618185600000	96.98
1618272000000	96.44
1618358400000	96
1618444800000	97.05
1618531200000	97.96
1618790400000	96.97
1618876800000	95.68
1618963200000	97.25
1619049600000	96.95
1619136000000	97.51
1619395200000	97.01
1619481600000	97.33
1619568000000	96.79
1619654400000	97.79
1619740800000	97.67
1620000000000	97.25
1620086400000	97.69
1620172800000	97.78
1620259200000	98.31
1620345600000	98.75
1620604800000	98.08
1620691200000	97.15
1620777600000	95.58
1620864000000	96.9
1620950400000	97.9
1621209600000	97.04
1621296000000	96.2
1621382400000	95.53
1621468800000	96.25
1621555200000	96.71
1621814400000	97.03
1621900800000	96.69
1621987200000	98
1622073600000	98.67
1622160000000	98.65
1622419200000	98.28
1622505600000	98.18
1622592000000	98.28
1622678400000	98.93
1622764800000	99.12
1623024000000	98.57
1623110400000	98.37
1623196800000	97.64
1623283200000	97.44
1623369600000	98.58
1623628800000	98.16
1623715200000	97.97
1623801600000	97.4
1623888000000	97.98
1623974400000	97.22
1624233600000	98.21
1624320000000	98.54
1624406400000	97.85
1624492800000	98.79
1624579200000	101
1624838400000	100.7
1624924800000	101.23
1625011200000	102.01
1625097600000	102.36
1625184000000	102.88
1625443200000	102.72
1625529600000	102.27
1625616000000	102.76
1625702400000	101.33
1625788800000	102.49
1626048000000	102.43
1626134400000	101.9
1626220800000	102.17
1626307200000	102.12
1626393600000	101.18
1626652800000	99.84
1626739200000	101.9
1626825600000	102.53
1626912000000	102.33
1626998400000	103.56
1627257600000	103.45
1627344000000	103
1627430400000	102.99
1627516800000	103.03
1627603200000	103.19
1627862400000	102.7
1627948800000	103.3
1628035200000	102.41
1628121600000	103.76
1628208000000	104.65
1628467200000	104.44
1628553600000	105.39
1628640000000	105.83
1628726400000	105.36
1628812800000	104.75
1629072000000	104.94
1629158400000	104.69
1629244800000	103.9
1629331200000	104.08
1629417600000	104.99
1629676800000	105.15
1629763200000	105.35
1629849600000	105.63
1629936000000	104.73
1630022400000	104.93
1630281600000	105.02
1630368000000	104.87
1630454400000	104.82
1630540800000	104.79
1630627200000	104.25
1630886400000	104.43
1630972800000	103.39
1631059200000	103.4
1631145600000	103.33
1631232000000	102.73
1631491200000	103.38
1631577600000	101.8
1631664000000	102.58
1631750400000	102.99
1631836800000	102.74
1632096000000	101.37
1632182400000	101.1
1632268800000	101.91
1632355200000	103.09
1632441600000	102.95
1632700800000	103.22
1632787200000	102.06
1632873600000	102.87
1632960000000	101.6
1633046400000	102.97
1633305600000	102.15
1633392000000	103.3
1633478400000	103.82
1633564800000	105.03
1633651200000	104.27
1633910400000	103.25
1633996800000	103.58
1634083200000	103.75
1634169600000	104.96
1634256000000	105.23
1634515200000	105.16
1634601600000	105.14
1634688000000	105.52
1634774400000	106.42
1634860800000	107.22
1635120000000	107.49
1635206400000	107.24
1635292800000	105.71
1635379200000	106.11
1635465600000	107.17
1635724800000	108.02
1635811200000	108.89
1635897600000	109.95
1635984000000	110.16
1636070400000	111.17
1636329600000	110.35
1636416000000	110.39
1636502400000	110.21
1636588800000	110.47
1636675200000	110.95
1636934400000	111.35
1637020800000	111.9
1637107200000	112.44
1637193600000	111.36
1637280000000	111.44
1637539200000	112.79
1637625600000	112.69
1637712000000	113.11
1637798400000	112.98
1637884800000	109.36
1638144000000	110.2
1638230400000	107.72
1638316800000	105.48
1638403200000	107.88
1638489600000	108.5
1638748800000	109.87
1638835200000	110.7
1638921600000	109.65
1639008000000	109.51
1639094400000	110.87
1639353600000	110.21
1639440000000	110.09
1639526400000	110.79
1639612800000	110.07
1639699200000	108.48
1639958400000	107.07
1640044800000	109.48
1640131200000	109.66
1640217600000	110.66
1640304000000	110.46
1640563200000	111.7
1640649600000	112.21
1640736000000	112.09
1640822400000	112.1
1640908800000	111.9
1641168000000	113.02
1641254400000	114.31
1641340800000	112.7
1641427200000	113.22
1641513600000	112.94
1641772800000	111.62
1641859200000	112.37
1641945600000	111.66
1642032000000	111.37
1642118400000	111.38
1642377600000	111.68
1642464000000	110
1642550400000	108.64
1642636800000	106.99
1642723200000	105.57
1642982400000	106.68
1643068800000	106.26
1643155200000	105.28
1643241600000	106.16
1643328000000	107.96
1643587200000	108.87
1643673600000	109.15
1643760000000	109.29
1643846400000	106.61
1643932800000	105.87
1644192000000	106.21
1644278400000	107.14
1644364800000	108.45
1644451200000	107.01
1644537600000	105.53
1644796800000	105.8
1644883200000	106.73
1644969600000	106.09
1645056000000	104.76
1645142400000	104.76
1645401600000	104.81
1645488000000	103.44
1645574400000	101.92
1645660800000	104.4
1645747200000	105.37
1646006400000	104.68
1646092800000	103.91
1646179200000	107.24
1646265600000	107.59
1646352000000	107.85
1646611200000	104.65
1646697600000	104.13
1646784000000	104.62
1646870400000	104.56
1646956800000	103.96
1647216000000	103.53
1647302400000	105.14
1647388800000	107.03
1647475200000	106.65
1647561600000	108.11
1647820800000	107.58
1647907200000	108.98
1647993600000	107.83
1648080000000	108.66
1648166400000	109.61
1648425600000	110.27
1648512000000	110.79
1648598400000	109.7
1648684800000	108.09
1648771200000	109.07
1649030400000	109.57
1649116800000	109.05
1649203200000	108.06
1649289600000	108.47
1649376000000	109.33
1649635200000	108.52
1649721600000	108.49
1649808000000	110.32
1649894400000	111.47
1650326400000	113.4
1650412800000	112.71
1650499200000	111.58
1650585600000	109
1650844800000	110.25
1650931200000	107.8
1651017600000	109.57
1651104000000	111.02
1651190400000	107.7
1651449600000	107.96
1651536000000	106.87
1651622400000	109.74
1651708800000	106.52
1651795200000	104.32
1652054400000	103.01
1652140800000	102.47
1652227200000	101.27
1652313600000	102.93
1652400000000	105.39
1652659200000	104.78
1652745600000	104.47
1652832000000	99.5
1652918400000	98.24
1653004800000	98.75
1653264000000	99.02
1653350400000	97.93
1653436800000	99.54
1653523200000	101.46
1653609600000	104.15
1653868800000	103.48
1653955200000	104.22
1654041600000	103.54
1654128000000	104.71
1654214400000	103.49
1654473600000	103.46
1654560000000	104.35
1654646400000	103.28
1654732800000	101.82
1654819200000	100.6
1655078400000	97.82
1655164800000	97.86
1655251200000	98.83
1655337600000	94.29
1655424000000	95.25
1655683200000	94.54
1655769600000	96
1655856000000	95.13
1655942400000	96.94
1656028800000	99.84
1656288000000	98.91
1656374400000	97.63
1656460800000	97.65
1656547200000	96.93
1656633600000	98.37
1656892800000	98.06
1656979200000	100.07
1657065600000	100.27
1657152000000	101.83
1657238400000	101.29
1657497600000	100.92
1657584000000	101.43
1657670400000	101.25
1657756800000	101.94
1657843200000	102.44
1658102400000	100.76
1658188800000	102.99
1658275200000	104.26
1658361600000	105.26
1658448000000	104.28
1658707200000	104.62
1658793600000	103.43
1658880000000	106.14
1658966400000	106.87
1659052800000	107.05
1659312000000	106.4
1659398400000	106.08
1659484800000	107.92
1659571200000	106.74
1659657600000	106.89
1659916800000	106.69
1660003200000	105.8
1660089600000	106.17
1660176000000	106.72
1660262400000	109.42
1660521600000	110.5
1660608000000	111.97
1660694400000	111.11
1660780800000	111.6
1660867200000	110.92
1661126400000	109.37
1661212800000	109.1
1661299200000	109.65
1661385600000	111.6
1661472000000	107.13
1661731200000	106.9
1661817600000	105.87
1661904000000	104.24
1661990400000	105.77
1662076800000	103.72
1662336000000	104.84
1662422400000	104.22
1662508800000	105.82
1662595200000	105.8
1662681600000	106.47
1662940800000	106.57
1663027200000	103.46
1663113600000	104.08
1663200000000	103.57
1663286400000	102.25
1663545600000	103.76
1663632000000	102.05
1663718400000	101.61
1663804800000	100.91
1663891200000	100.23
1664150400000	99.97
1664236800000	99.76
1664323200000	101.8
1664409600000	98.14
1664496000000	95.26
1664755200000	97.55
1664841600000	98.93
1664928000000	99.79
1665014400000	98.64
1665100800000	96.36
1665360000000	96.66
1665446400000	96.69
1665532800000	96.68
1665619200000	98.43
1665705600000	96.55
1665964800000	97.54
1666051200000	98.26
1666137600000	97.76
1666224000000	96.02
1666310400000	98.33
1666569600000	98.34
1666656000000	99.45
1666742400000	98.71
1666828800000	99.25
1666915200000	101.71
1667174400000	101.52
1667260800000	101.96
1667347200000	99.14
1667433600000	99.79
1667520000000	100.52
1667779200000	99.78
1667865600000	99.69
1667952000000	98.39
1668038400000	101.45
1668124800000	102.35
1668384000000	100.79
1668470400000	102.06
1668556800000	100.95
1668643200000	102.02
1668729600000	102.89
1668988800000	103.4
1669075200000	104.73
1669161600000	104.34
1669334400000	104.2
1669593600000	103.18
1669680000000	103.76
1669766400000	106.97
1669852800000	104.97
1669939200000	105.51
1670198400000	102.8199
1670284800000	102.16
1670371200000	101.51
1670457600000	102.3
1670544000000	101.56
1670803200000	103.6
1670889600000	102.63
1670976000000	101.51
1671062400000	98.97
1671148800000	98.18
1671408000000	97.39
1671494400000	97.09
1671580800000	99.7099
1671667200000	99.1
1671753600000	99.37
1672099200000	99.43
1672185600000	98.25
1672272000000	99.31
1672358400000	99.06
1672617600000	99.06
1672704000000	100.85
1672790400000	102.0699
1672876800000	102.27
1672963200000	103.87
1673222400000	102.1
1673308800000	102.68
1673395200000	103.34
1673481600000	102.69
1673568000000	102.95
1673913600000	102.9
1674000000000	100.84
1674086400000	100.19
1674172800000	101.79
1674432000000	103.0699
1674518400000	103.13
1674604800000	103.18
1674691200000	103.97
1674777600000	103.74
1675036800000	102.72
1675123200000	104.27
1675209600000	104.89
1675296000000	105.03
1675382400000	104.62
1675641600000	104.69
1675728000000	105.4
1675814400000	103.81
1675900800000	102.88
1675987200000	104.08
1676246400000	105.2
1676332800000	105.27
1676419200000	106.28
1676505600000	105.39
1676592000000	105.79
1676937600000	103.72
1677024000000	103.93
1677110400000	104.2099
1677196800000	103.66
1677456000000	103.04
1677542400000	102.73
1677628800000	101.75
1677715200000	103.24
1677801600000	104.36
1678060800000	103.3
1678147200000	102.91
1678233600000	103.4
1678320000000	101.44
1678406400000	99
1678665600000	98.27
1678752000000	99.49
1678838400000	100.76
1678924800000	100.81
1679011200000	99.25
1679270400000	99.84
1679356800000	100.7
1679443200000	98.7
1679529600000	97.67
1679616000000	99.2
1679875200000	99.51
1679961600000	99.3
1680048000000	100.64
1680134400000	100.35
1680220800000	102.16
1680480000000	102.13
1680566400000	100.84
1680652800000	100.89
1680739200000	100.8
1681084800000	102.3199
1681171200000	102.33
1681257600000	101.53
1681344000000	101.85
1681430400000	102.31
1681689600000	103.86
1681776000000	104.01
1681862400000	103.67
1681948800000	103.19
1682035200000	103.43
1682294400000	102.92
1682380800000	102.26
1682467200000	100.4599
1682553600000	103.14
1682640000000	104.13
1682899200000	105.11
1682985600000	104.78
1683072000000	102.08
1683158400000	100.95
1683244800000	102.01
1683504000000	102.2
1683590400000	101.81
1683676800000	101.24
1683763200000	101.56
1683849600000	101.74
1684108800000	101.86
1684195200000	100.41
1684281600000	101.66
1684368000000	103.26
1684454400000	102.42
1684713600000	101.41
1684800000000	100.16
1684886400000	99.47
1684972800000	99.72
1685059200000	100.63
1685404800000	100.17
1685491200000	99.76
1685577600000	99.35
1685664000000	101.64
1685923200000	101.11
1686009600000	102.24
1686096000000	102.63
1686182400000	102.39
1686268800000	102.14
1686528000000	102.9599
1686614400000	103.31
1686700800000	103.92
1686787200000	104.3199
1686873600000	104.03
1687219200000	102.93
1687305600000	102.66
1687392000000	102.81
1687478400000	102.65
1687737600000	102.9599
1687824000000	103.93
1687910400000	104.16
1687996800000	104.78
1688083200000	105.29
1688342400000	105.63
1688515200000	105.36
1688601600000	104.78
1688688000000	103.65
1688947200000	104.4
1689033600000	104.89
1689120000000	103.59
1689206400000	103.25
1689292800000	102.43
1689552000000	102.4599
1689638400000	102.56
1689724800000	103.44
1689811200000	103.84
1689897600000	104.18
1690156800000	104.74
1690243200000	104.96
1690329600000	104.7
1690416000000	105.3
1690502400000	105.56
1690761600000	105.97
1690848000000	106.09
1690934400000	106.11
1691020800000	105.95
1691107200000	104.69
1691366400000	106.08
1691452800000	106.83
1691539200000	105.94
1691625600000	105.52
1691712000000	106.01
1691971200000	106.61
1692057600000	105.45
1692144000000	105.16
1692230400000	104.14
1692316800000	104.25
1692576000000	103.64
1692662400000	103.24
1692748800000	103.81
1692835200000	102.94
1692921600000	104.16
1693180800000	104.68
1693267200000	105.43
1693353600000	104.77
1693440000000	105.12
1693526400000	106.82
1693872000000	106.33
1693958400000	106.58
1694044800000	106.17
1694131200000	106.71
1694390400000	106.82
1694476800000	106.9
1694563200000	106.47
1694649600000	108.4
1694736000000	107.68
1694995200000	107.26
1695081600000	106.8
1695168000000	106.17
1695254400000	105.16
1695340800000	105.02
1695600000000	105.56
1695686400000	104.24
1695772800000	104.7
1695859200000	104.95
1695945600000	104.85
1696204800000	104.96
1696291200000	104.04
1696377600000	104.59
1696464000000	103.35
1696550400000	103.85
1696809600000	103.76
1696896000000	104.03
1696982400000	103.93
1697068800000	103.27
1697155200000	103.58
1697414400000	104.4599
1697500800000	104.76
1697587200000	104
1697673600000	102.79
1697760000000	101.68
1698019200000	101.25
1698105600000	102.68
1698192000000	102.09
1698278400000	100.66
1698364800000	98.53
1698624000000	99.7
1698710400000	100.97
1698796800000	100.06
1698883200000	101.48
1698969600000	101.7099
1699228800000	101.36
1699315200000	102.39
1699401600000	101.98
1699488000000	101.15
1699574400000	102.42
1699833600000	101.95
1699920000000	102.79
1700006400000	103.22
1700092800000	101.78
1700179200000	102.0699
1700438400000	101.93
1700524800000	101.67
1700611200000	103
1700784000000	102.63
1701043200000	102.31
1701129600000	102.1
1701216000000	102.06
1701302400000	103.12
1701388800000	105.13
1701648000000	106.07
1701734400000	104.8
1701820800000	104.78
1701907200000	105.32
1701993600000	105.61
1702252800000	107.13
1702339200000	107.2
1702425600000	108.97
1702512000000	108.05
1702598400000	108.17
1702857600000	108.58
1702944000000	108.91
1703030400000	107.19
1703116800000	108.2
1703203200000	106.65
1703548800000	106.87
1703635200000	106.27
1703721600000	106.6
1703808000000	106.9
1704153600000	107.68
1704240000000	106.61
1704326400000	105.46
1704412800000	105.43
1704672000000	107.14
1704758400000	107.2
1704844800000	106.94
1704931200000	107.48
1705017600000	106.69
1705363200000	106.7
1705449600000	105.99
1705536000000	106.68
1705622400000	107.28
1705881600000	107.28
1705968000000	108.73
1706054400000	107.37
1706140800000	109.57
1706227200000	110.3
1706486400000	111.41
1706572800000	111.62
1706659200000	109.95
1706745600000	112.17
1706832000000	112.08
1707091200000	113.27
1707177600000	113.12
1707264000000	112.77
1707350400000	112.72
1707436800000	112.81
1707696000000	114.32
1707782400000	112.6
1707868800000	113.32
1707955200000	113.31
1708041600000	112.89
1708387200000	112.65
1708473600000	113.19
1708560000000	114.47
1708646400000	115.02
1708905600000	114.26
1708992000000	114.57
1709078400000	114.89
1709164800000	115.48
1709251200000	117.8
1709510400000	116.55
1709596800000	116.18
1709683200000	115.78
1709769600000	115.98
1709856000000	115.83
1710115200000	117.23
1710201600000	117.14
1710288000000	117.45
1710374400000	116.61
1710460800000	116.55
1710720000000	116.91
1710806400000	117.82
1710892800000	119.3
1710979200000	119.51
1711065600000	118.37
1711324800000	117.52
1711411200000	117.38
1711497600000	118.89
1711584000000	119.58
1711929600000	119.57
1712016000000	118.05
1712102400000	117.63
1712188800000	115.97
1712275200000	117.17
1712534400000	116.47
1712620800000	116.44
1712707200000	115.88
1712793600000	117.02
1712880000000	115.57
1713139200000	114.83
1713225600000	114.51
1713312000000	114.3
1713398400000	114.48
1713484800000	114.48
1713744000000	115.84
1713830400000	116.23
1713916800000	116.27
1714003200000	115.05
1714089600000	115.63
1714348800000	115.87
1714435200000	113.91
1714521600000	112.35
1714608000000	114.11
1714694400000	113.38
1714953600000	114.19
1715040000000	114.19
1715126400000	113.33
1715212800000	113.42
1715299200000	113.62
1715558400000	113.4
1715644800000	113.28
1715731200000	113.92
1715817600000	114.51
1715904000000	114.61
1716163200000	113.98
1716249600000	114.18
1716336000000	114.04
1716422400000	113.27
1716508800000	113.84
1716854400000	113.51
1716940800000	114.3
1717027200000	114.15
1717113600000	113.91
1717372800000	113.04
1717459200000	113.16
1717545600000	113.56
1717632000000	113.39
1717718400000	113.43
1717977600000	114.59
1718064000000	114.19
1718150400000	112.77
1718236800000	113.55
1718323200000	114.48
1718582400000	115.44
1718668800000	114.94
1718841600000	115.84
1718928000000	116.67
1719187200000	116.29
1719273600000	115.9
1719360000000	115.77
1719446400000	115.34
1719532800000	112.93
1719792000000	112.21
1719878400000	112.51
1719964800000	111.88
1720137600000	111.98
1720396800000	111.75
1720483200000	111.78
1720569600000	112.17
1720656000000	112.22
1720742400000	112.79
1721001600000	112.89
1721088000000	115.43
1721174400000	114.14
1721260800000	113.26
1721347200000	113.07
1721606400000	113.5
1721692800000	112.71
1721779200000	110.59
1721865600000	109.48
1721952000000	111.57
1722211200000	112.48
1722297600000	112.5
1722384000000	112.64
1722470400000	111.05
1722556800000	107.65
1722816000000	104.4599
1722902400000	105.64
1722988800000	105.57
1723075200000	108.08
1723161600000	108.41
1723420800000	107.5
1723507200000	109.29
1723593600000	109.04
1723680000000	112.68
1723766400000	112.92
1724025600000	113.14
1724112000000	112.3
1724198400000	112.84
1724284800000	112.37
1724371200000	113.22
1724630400000	113.26
1724716800000	113.62
1724803200000	113.34
1724889600000	114.21
1724976000000	115.28
1725321600000	114.45
1725408000000	113.19
1725494400000	112.61
1725580800000	110.77
1725840000000	112.19
1725926400000	112.05
1726012800000	112.23
1726099200000	112.9
1726185600000	113.44
1726444800000	113.66
1726531200000	113.97
1726617600000	114.4
1726704000000	115.13
1726790400000	115.19
1727049600000	115.79
1727136000000	116.46
1727222400000	115.65
1727308800000	117.27
1727395200000	117.03
1727654400000	116.93
1727740800000	117.12
1727827200000	116.46
1727913600000	116.12
1728000000000	118.27
1728259200000	116.69
1728345600000	117.46
1728432000000	118.74
1728518400000	118.7
1728604800000	119.39
1728864000000	120.17
1728950400000	120.17
1729036800000	121.13
1729123200000	121.92
1729209600000	121.63
1729468800000	120.56
1729555200000	120.5
1729641600000	120.09
1729728000000	119.79
1729814400000	119.08
1730073600000	119.64
1730160000000	119.39
1730246400000	118.8
1730332800000	117.59
1730419200000	119.02
1730678400000	117.97
1730764800000	119.45
1730851200000	124.14
1730937600000	123.58
1731024000000	124.84
1731283200000	127.4
1731369600000	129.11
1731456000000	130.05
1731542400000	128.8
1731628800000	128.04
1731888000000	127.54
1731974400000	126.96
1732060800000	128.01
1732147200000	130.2
1732233600000	133.49
1732492800000	133.72
1732579200000	133.48
1732665600000	131.27
1732838400000	132.53
1733097600000	133.19
1733184000000	132.09
1733270400000	132.48
1733356800000	132.12
1733443200000	132.9199
1733702400000	129.91
1733788800000	130.35
1733875200000	131.26
1733961600000	130.91
1734048000000	130
1734307200000	129.41
1734393600000	129.51
1734480000000	125.72
1734566400000	126.39
1734652800000	127.42
1734912000000	127.39
1734998400000	128.36
1735171200000	128.27
1735257600000	126.91
1735516800000	125.76
1735603200000	126.24

	iSTOXX US Family Owned ESG Company	STOXX USA 500
2023	-11.8605603	-15.9054993
2024	8.243682	21.086357
2025	18.7167384	32.2357496

Methodology

Versions and symbols

Index	ISIN	Symbol	Bloomberg	Reuters
Net Return EUR	CH0462362408	IXUSFONR		.IXUSFONR
Price EUR	CH0462362390	IXUSFOE		.IXUSFOE
Gross Return EUR	CH0462362416	IXUSFOGR		.IXUSFOGR
Gross Return USD	CH0462362440	IXUSFOGV		.IXUSFOGV
Price USD	CH0462362424	IXUSFOL		.IXUSFOL
Net Return USD	CH0462362432	IXUSFOV	IXUSFOV INDEX	.IXUSFOV

Quick Facts

Weighting	STOXX Equity - Price Weighted
Cap Factor	10%
No. of components	40
Review frequency	Semi-Annual
Calculation/distribution	End of Day
Calculation hours	22:15:00 22:15:00
Base value/base date	100 as of March. 22, 2021
History	Available from Mar. 22, 2021
Inception date	November. 24, 2022
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
WALMART INC.	Retail	USA	10.812%
Berkshire Hathaway Inc. Cl B	Financial Services	USA	9.584%
Nike Inc. Cl B	Consumer Products and Services	USA	9.201%
Comcast Corp. Cl A	Telecommunications	USA	9.101%
Marriott International Inc. Cl	Travel and Leisure	USA	8.404%
DELL TECHNOLOGIES	Technology	USA	7.400%
SHOPIFY A NYS	Technology	USA	7.280%
Republic Services Inc.	Utilities	USA	5.217%
Expedia Group Inc	Travel and Leisure	USA	3.680%
CHARTER COMMUNICATIONS CL.A	Telecommunications	USA	3.600%

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

⁴Based on the composition as of December 31, 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.

ENVIRONMENTAL SOCIAL GOVERNANCE INDICES

iSTOXX US Family Owned ESG Company

Index Description

Key facts

Descriptive Statistics

Supersector weighting (top 10)

Country weighting

Risk and return figures1

ENVIRONMENTAL SOCIAL GOVERNANCE INDICES

iSTOXX US Family Owned ESG Company

Fundamentals

Performance and annual returns

Methodology

Versions and symbols

Quick Facts

Top 10 Components4

CONTACT DETAILS

DISCLAIMER

BACKTESTED PERFORMANCE

CUSTOMIZATION

CONTACT DETAILS

DISCLAIMER

BACKTESTED PERFORMANCE

CUSTOMIZATION

Risk and return figures¹

Top 10 Components⁴