S&P Dow Jones Indices Consultation on Treatment of MegaCap Companies - Results

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• The Index Committee is not bound by any comments or information submitted as part of the consultation.

  60% confidence

• Market consultations are the primary mechanism through which the Index Committee engages with market participants to seek feedback on whether methodology changes are necessary or appropriate.

  60% confidence

• Although there may be trade-offs between strict adherence to eligibility requirements and broad representativeness, the current methodology provides substantial market coverage and sector balance.

  60% confidence

• No changes will be made to the eligibility criteria including financial viability screens, seasoning period, or minimum IWF for the S&P 500, S&P MidCap 400, or S&P SmallCap 600 as a result of the consultation on the treatment of MegaCap companies.

  60% confidence

• The decision not to adopt the proposed exceptions preserves core index principles by maintaining consistent application of key eligibility requirements.

  60% confidence

• The S&P indices can continue to meet their stated objectives while preserving their role as representative and investable benchmarks for the U.S. equity market under the existing methodology.

  60% confidence

• Exceptions to the financial viability, seasoning, and IWF requirements should not be granted solely based on market capitalization.

  60% confidence