Dow Jones Indexes Licenses Two Stock Market Indexes to Charles Schwab

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January 20, 2011 5:15pm NYSE:SCHH NYSE:SCHM

Dow Jones Indexes, a leading global index provider, today announced that Charles Schwab has licensed the Dow Jones U.S. Mid-Cap Total Stock Market Index and the Dow Jones U.S. Select REIT


 Index in an expansion of Schwab’s proprietary exchange-traded funds (ETFs) platform.

Schwab launched the Schwab U.S. REIT ETF™ (NYSE:SCHH) and the Schwab U.S. Mid-Cap ETF™ (NYSE:SCHM), both of which began trading on January 13, 2011, on NYSE Arca.

The Dow Jones U.S. Mid-Cap Total Stock Market Index is a subset of the Dow Jones U.S. Total Stock Market Index, which measures all U.S. equity securities with readily available prices. The mid-cap index represents the largest 500 stocks after the top 500. It is float-market-capitalization weighted.

The Dow Jones U.S. Select REIT Index measures U.S. REITs and REIT-like securities and aims to serve as a proxy for direct investment in REITs. It screens for market capitalization, liquidity and the percentage of revenue derived from ownership and operation of real estate securities. The index is float-market-capitalization weighted.

In November 2009, Dow Jones Indexes announced that Schwab had licensed five Dow Jones U.S. Total Stock Market Size and Style indexes to underlie the domestic portion of Schwab’s first-ever suite of ETFs.

“Schwab’s decision to again license our indexes as it expands its ETF platform underscores Dow Jones Indexes’ position as a premier provider of equity indexes,” said Michael A. Petronella, president of Dow Jones Indexes. “We’re proud to work with a market leader such as Schwab as it provides investors with greater access to important segments of the U.S. stock market.”

Tamara Bohlig, vice president of product management at Schwab, said: “Our newest ETFs are part of Schwab’s ongoing commitment to offering broad exposure to core market segments at a compelling value. We are pleased that Dow Jones Indexes is once again working with Schwab to help us to achieve our goals.”

As of year-end 2010, the Dow Jones U.S. Mid-Cap Total Stock Market Index climbed 23.59% from year-end 2009, while the Dow Jones U.S. Select REIT Index rose 23.32% over the same period of time.

More information on the Dow Jones Mid-Cap Total Stock Market Index and the Dow Jones U.S. Select REIT Index can be found on http://www.djindexes.com/.

About Dow Jones Indexes

Dow Jones Indexes (www.djindexes.com) is a leading full-service index provider that develops, maintains and licenses indexes for use as benchmarks and as the basis of investment products. Best-known for the Dow Jones Industrial Average, Dow Jones Indexes offers more than 130,000 equity indexes as well as fixed-income and alternative indexes, including measures of hedge funds, commodities and real estate. Dow Jones Indexes employs clear, unbiased and systematic methodologies that are fully integrated within index families. Dow Jones Indexes is part of a joint venture company owned 90 percent by CME Group Inc. (www.cmegroup.com) and 10 percent by Dow Jones & Company, Inc. (www.dowjones.com), a News Corporation company (Nasdaq:NWS) (Nasdaq:NWSA) (ASX:NWS) (ASX:NWSLV) (www.newscorp.com).

“Dow Jones®“, “Dow Jones Indexes”, “Dow Jones U.S. Mid-Cap Total Stock Market Index and Dow Jones U.S. Select REIT Index” and all other index names listed above are service marks of Dow Jones Trademark Holdings LLC (“Dow Jones”), and have been licensed for use by CME Group Index Services LLC (“CME Indexes”). Investment products based on the Dow Jones U.S. Mid-Cap Total Stock Market Index and Dow Jones U.S. Select REIT Index are not sponsored, endorsed, sold or promoted by Dow Jones, CME Indexes or their respective affiliates and none of Dow Jones, CME Indexes and their respective affiliates make any representation regarding the advisability of investing in such products. Inclusion of a company in the Dow Jones U.S. Mid-Cap Total Stock Market Index and Dow Jones U.S. Select REIT Index does not in any way reflect an opinion of Dow Jones, CME Indexes or any of their respective affiliates on the investment merits of such company. None of Dow Jones, CME Indexes or any of their respective affiliates is providing investment advice in connection with these indexes.

Source: Dow Jones Indexes


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