SHE

SPDR SSGA Gender Diversity Index ETF
B

76
*Unless otherwise stated, data provided by FactSet.

SHE Fund Description

SHE tracks a market cap-weighted index of US large-cap companies with a relatively high proportion of women in executive and director positions.

SHE Factset Analytics Insight

SHE seeks out companies that employ women in high-level leadership roles. The fund evaluates the 1000 largest US firms for the ratio of women on the board of directors and in executive positions (defined as Sr. VP or higher). Companies ranking in the top 10% in each sector are included in the portfolio, with the caveat that each firm must have at least one woman on its board or as CEO. Holdings are market cap-weighted. Selecting firms by sector and weighting them by market cap means that SHE's performance shouldn't depart radically from the broad market, appealing to investors who want neutral large-cap coverage while still supporting the fund's principles. SHE launched in March 2016, and charges a reasonable fee.

SHE MSCI ESG Analytics Insight

SPDR SSGA Gender Diversity Index ETF has an MSCI ESG Fund Rating of A based on a score of 6.28 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SPDR SSGA Gender Diversity Index ETF ranks in the 73th percentile within its peer group and in the 0th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

SHE CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 06/25/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SHE 3.51% 5.54% 16.22% 7.33% 13.19% -- --
SHE (NAV) 3.04% 5.02% 15.65% 8.11% 13.10% -- --
SSgA Gender Diversity Index 3.61% 5.45% 16.22% 8.40% 13.37% 9.15% --
MSCI USA Large Cap Index 3.38% 4.70% 17.39% 10.09% 15.39% 10.79% 14.49%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SHE Summary Data

SPDR
03/07/16
Open-Ended Fund
0.20%
$283.66M
$753.29K
0.04%

SHE Portfolio Data

$117.29B
19.67
3.72
5.93%
06/21/19
166

SHE Index Data

SSgA Gender Diversity Index
Market Cap
Principles-based
MSCI USA Large Cap Index

SHE Top 10 Countries

SHE Top 10 Sectors

SHE Top 10 Holdings [View All]

SHE Portfolio Management

0.20%
0.13%
0.62%
-0.35%

SHE Tax Exposures

20.00% / 39.60%
1.65%
Qualified dividends
No

SHE Fund Structure

Open-Ended Fund
No
Yes
100% / 0%
N/A
N/A
Low
Daily
Cboe Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

SHE Factset Analytics Block Liquidity

As of 06/26/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of SHE. SHE is rated a 5 out of 5.

SHE Tradability

10,449
$753.29K
9,750
$692.77K
0.04%
$0.03
0.06%
0.49% / -0.53%
None
100.00%
25,000
0.39
0.04%
0.01%
--
$73.31
5

SHE Sector/Industry Breakdown


SHE
Segment Benchmark
17.97%
13.24%
16.47%
14.93%
14.27%
12.81%
13.60%
28.22%
12.59%
7.80%
11.62%
8.86%
4.71%
5.44%
3.21%
2.55%
2.89%
1.19%
0.99%
2.22%

SHE TOP 10 HOLDINGS[View All]

Amgen Inc. 2.83%
44.95%

SHE Countries


SHE
Segment Benchmark
100.00%
100.00%

SHE Regions


SHE
Segment Benchmark
100.00%
100.00%

SHE Economic Development


SHE
Segment Benchmark
100.00%
100.00%

SHE Performance Statistics

0.94
0.88
0.89
0.85
0.25%
MSCI USA Large Cap Index

SHE MSCI ESG Ratings

A
6.28 / 10
--
73.24
2.66%
6.21%
164.23

SHE BENCHMARK COMPARISON HOLDINGS

166
297
48
14.55%

SHE BENCHMARK COMPARISON SUMMARY


SHE
Segment Benchmark
166
297
$117.29B
$266.59B
19.67
21.70
3.72
3.58
2.14%
1.91%
Medium
Low

SHE BENCHMARK COMPARISON MARKET CAP SIZE


SHE
Segment Benchmark
84.06%
99.65%
15.74%
0.35%
0.05%
0.00%
0.00%
0.00%