SHE - ETF AI Analysis
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SPDR SSGA Gender Diversity Index ETF (SHE)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Chip and Tech Leaders
Several major semiconductor and technology holdings have shown strong gains this year, helping support the ETF’s recent performance.
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Moderate Expense Ratio
The ETF charges a relatively modest fee, so less of your potential return is lost to ongoing costs compared with many specialty funds.
Negative Factors
Heavy Tilt Toward Technology
With a large share of assets in technology stocks, the fund is sensitive to swings in the tech sector.
Mixed Performance Among Top Holdings
Some of the largest positions have recently lagged or declined, which can drag on overall returns even when others are doing well.
Very High U.S. Concentration
Almost all of the ETF’s assets are in U.S. companies, offering very little geographic diversification outside the United States.
SHE vs. SPDR S&P 500 ETF (SPY)
AUM321.35M
RegionNorth America
Expense Ratio0.20%
Beta0.91
IssuerSPDR
Inception DateMar 07, 2016
Dividend Yield1.09%
Asset ClassEquity
Index TrackedMSCI USA Gender Diversity Select Index - USD - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,133
30 Day Avg. Volume3,194
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
182.16Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering231
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SHE Summary
SHE is the SPDR SSGA Gender Diversity Index ETF, which follows the MSCI USA Gender Diversity Select Index. It invests mainly in large U.S. companies that show strong commitment to gender diversity in senior leadership. The fund is heavily tilted toward technology and other major sectors, and holds well-known names like Microsoft, Nvidia, and JPMorgan Chase. Someone might invest in SHE to seek long-term growth while supporting companies that promote gender equality. A key risk is that it is concentrated in U.S. large-cap and tech-related stocks, so its price can rise and fall sharply with that part of the market.
How much will it cost me?The SPDR SSGA Gender Diversity Index ETF (SHE) has an expense ratio of 0.20%, meaning you’ll pay $2 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is passively managed but focuses on a niche index promoting gender diversity, which requires specialized tracking.
What would affect this ETF?The SPDR SSGA Gender Diversity Index ETF (SHE) could benefit from growing investor interest in socially responsible investing and the strong performance of its technology-focused holdings like Nvidia and Microsoft. However, it may face challenges if economic conditions weaken sectors like consumer cyclical or financials, or if regulatory changes impact gender diversity initiatives. Its U.S.-centric exposure also makes it sensitive to domestic economic and policy shifts.
SHE Top 10 Holdings
SHE is leaning heavily into U.S. tech, with a clear semiconductor backbone: Micron, AMD, Nvidia, and Intel are all rising and doing much of the heavy lifting for the fund. Microsoft, while a steady giant, has been more of a quiet contributor lately than a star performer. Outside tech, Verizon is holding its own, but Disney and AT&T are losing a bit of steam and occasionally tugging on returns. Overall, this is a U.S.-centric, tech-tilted ETF where chipmakers are steering the ship.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Advanced Micro Devices | 5.59% | $18.19M | $876.24B | 325.71% | 73 Outperform | |
| Broadcom | 4.41% | $14.33M | $1.96T | 54.52% | 76 Outperform | |
| Nvidia | 4.21% | $13.67M | $5.10T | 44.72% | 76 Outperform | |
| Microsoft | 4.00% | $13.01M | $2.82T | -24.42% | 79 Outperform | |
| Intel | 3.88% | $12.60M | $673.43B | 565.12% | 64 Neutral | |
| Netflix | 3.81% | $12.39M | $325.83B | -41.86% | 73 Outperform | |
| JPMorgan Chase | 2.95% | $9.57M | $871.43B | 19.12% | 72 Outperform | |
| Verizon | 2.51% | $8.15M | $189.45B | 7.08% | 81 Outperform | |
| Oracle | 2.01% | $6.54M | $530.03B | -15.44% | 66 Neutral | |
| Texas Instruments | 1.68% | $5.46M | $293.83B | 64.99% | 78 Outperform |
SHE Technical Analysis
Neutral
―
Price Trends
149.12
Positive
140.36
Positive
134.88
Positive
Market Momentum
1.22
Positive
52.72
Neutral
30.76
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SHE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 154.65, equal to the 50-day MA of 149.12, and equal to the 200-day MA of 134.88, indicating a neutral trend. The MACD of 1.22 indicates Positive momentum. The RSI at 52.72 is Neutral, neither overbought nor oversold. The STOCH value of 30.76 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SHE.
SHE Peer Comparison
Comparison Results
Performance Comparison
SHE
SPDR SSGA Gender Diversity Index ETF
153.43
31.67
26.01%
SYLD
Cambria Shareholder Yield ETF
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FDMO
Fidelity Momentum Factor ETF
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HLAL
Wahed FTSE USA Shariah ETF
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ULTY
YieldMax Ultra Option Income Strategy ETF
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AUSF
Global X Adaptive U.S. Factor ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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