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SHE - AI Analysis
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SPDR SSGA Gender Diversity Index ETF (SHE)
Rating:74Outperform
Price Target:
$146.00
Positive Factors
Strong Top Holdings
Several key positions, like AMD and Micron, have delivered strong year-to-date performance, driving the ETF’s returns.
Sector Diversification
The ETF spreads its investments across multiple sectors, with significant exposure to Technology, Financials, and Consumer Cyclical industries.
Low Expense Ratio
With a competitive expense ratio of 0.2%, this ETF offers cost-efficient access to its portfolio.
Negative Factors
High Technology Exposure
Over 36% of the portfolio is concentrated in the Technology sector, making the fund vulnerable to downturns in this industry.
Underperforming Holdings
Some top holdings, like ServiceNow and Accenture, have shown weak year-to-date performance, which could drag on overall returns.
Limited Geographic Exposure
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets, reducing global diversification.
SHE vs. SPDR S&P 500 ETF (SPY)
AUM284.10M
RegionNorth America
Expense Ratio0.20%
Beta0.90
IssuerSPDR
Inception DateMar 07, 2016
Dividend Yield1.18%
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. Volume2,892
30 Day Avg. Volume3,188
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
150.84Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering230
SHE Summary
The SPDR SSGA Gender Diversity Index ETF (ticker: SHE) is an investment fund that focuses on U.S. large-cap companies with strong female representation in senior leadership roles. It tracks the MSCI USA Gender Diversity Select Index, offering exposure to companies like Microsoft and Nvidia. This ETF is ideal for investors who want to combine financial growth potential with supporting gender equity in corporate leadership. However, since it heavily invests in technology companies, its performance may be impacted by fluctuations in the tech sector.
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
The SHE ETF leans heavily into technology, with names like AMD and Nvidia driving performance thanks to their strong growth in AI and chip innovation, though Nvidia’s momentum has been more steady than explosive recently. Microsoft adds stability with its cloud and AI expansion, while Micron’s rising stock reflects optimism around its advanced tech investments. On the flip side, Intuit and ServiceNow are lagging, weighed down by valuation concerns and mixed technical signals. With a clear U.S. focus and tech-heavy tilt, this fund’s story is one of innovation, but not without a few bumps along the way.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Advanced Micro Devices | 5.78% | $16.38M | $428.97B | 77.88% | 77 Outperform | |
| Nvidia | 4.71% | $13.34M | $5.03T | 48.59% | 85 Outperform | |
| Microsoft | 4.43% | $12.53M | $4.03T | 25.20% | 82 Outperform | |
| Micron | 3.25% | $9.19M | $254.38B | 117.74% | 78 Outperform | |
| Intuit | 2.98% | $8.45M | $182.91B | 5.62% | 74 Outperform | |
| JPMorgan Chase | 2.96% | $8.37M | $840.08B | 36.14% | 70 Outperform | |
| ServiceNow | 2.92% | $8.26M | $189.63B | -4.03% | 74 Outperform | |
| Accenture | 2.79% | $7.91M | $153.64B | -28.51% | 78 Outperform | |
| Walt Disney | 2.72% | $7.71M | $198.20B | 15.94% | 77 Outperform | |
| Adobe | 2.09% | $5.92M | $141.43B | -30.58% | 78 Outperform |
SHE Technical Analysis
Positive
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Price Trends
127.29
Positive
125.41
Positive
120.64
Positive
Market Momentum
1.19
Negative
57.97
Neutral
70.69
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SHE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 129.36, equal to the 50-day MA of 127.29, and equal to the 200-day MA of 120.64, indicating a bullish trend. The MACD of 1.19 indicates Negative momentum. The RSI at 57.97 is Neutral, neither overbought nor oversold. The STOCH value of 70.69 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SHE.
SHE Peer Comparison
Comparison Results
Performance Comparison
SHE
SPDR SSGA Gender Diversity Index ETF
130.58
18.25
16.25%
SYLD
Cambria Shareholder Yield ETF
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PLDR
Putnam Sustainable Leaders ETF
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PFM
Invesco Dividend Achievers ETF
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AUSF
Global X Adaptive U.S. Factor ETF
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HLAL
Wahed FTSE USA Shariah 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.
Disclaimer
This 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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