SHE - ETF AI Analysis
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SPDR SSGA Gender Diversity Index ETF (SHE)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has delivered strong year-to-date and recent three-month returns, showing solid momentum.
Leading Semiconductor and Tech Holdings
Several major chip and technology companies in the top holdings have shown strong gains, helping drive the fund’s results.
Moderate Expense Ratio
The fund’s expense ratio is relatively low for a specialized strategy, which helps investors keep more of their returns over time.
Negative Factors
Heavy U.S. Concentration
Almost all assets are invested in U.S. companies, which limits global diversification and ties performance closely to the U.S. market.
Tech Sector Dominance
A large portion of the portfolio is in technology stocks, increasing sensitivity to swings in that single sector.
Mixed Performance Among Top Holdings
While some top positions have performed strongly, others have been weak or lagging, which can add volatility to the fund’s returns.
SHE vs. SPDR S&P 500 ETF (SPY)
AUM333.68M
RegionNorth America
Expense Ratio0.20%
Beta0.91
IssuerSPDR
Inception DateMar 07, 2016
Dividend Yield1.11%
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. Volume2,466
30 Day Avg. Volume2,531
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
193.18Price 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 gender diversity in senior leadership. The fund is heavily tilted toward technology and other major sectors, and it holds well-known names like Microsoft and Nvidia. 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. stocks and tech companies, so its value can rise and fall sharply with the stock market and 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
SHE is leaning heavily on U.S. Big Tech and chipmakers, with AMD, Micron, Nvidia, Intel, and Microsoft forming the core engine of the fund. The semiconductor names are rising and doing much of the heavy lifting, even as Intel’s story remains a bit mixed. Microsoft has been steady to strong, powered by cloud and AI momentum. On the other side, Netflix is clearly lagging and acts as a drag, while Disney and AT&T show more mixed, stop‑and‑go progress. Overall, it’s a tech-tilted, U.S.-centric play with a gender-diversity twist.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Advanced Micro Devices | 5.98% | $19.90M | $992.71B | 182.97% | 73 Outperform | |
| Micron | 4.96% | $16.53M | $1.16T | 466.63% | 79 Outperform | |
| Microsoft | 4.85% | $16.14M | $3.97T | 4.72% | 79 Outperform | |
| Nvidia | 4.76% | $15.85M | $5.53T | 25.18% | 76 Outperform | |
| Netflix | 4.01% | $13.34M | $292.72B | -42.38% | 73 Outperform | |
| Intel | 3.60% | $11.99M | $553.46B | 187.87% | 64 Neutral | |
| JPMorgan Chase | 3.19% | $10.63M | $885.15B | 10.67% | 72 Outperform | |
| Walt Disney | 2.01% | $6.70M | $186.57B | -1.04% | 75 Outperform | |
| AT&T | 1.87% | $6.24M | $151.99B | -14.26% | 71 Outperform | |
| Exxon Mobil | 1.80% | $6.00M | $694.67B | 52.57% | 74 Outperform |
SHE Technical Analysis
Neutral
―
Price Trends
158.43
Negative
155.91
Positive
145.47
Positive
Market Momentum
0.27
Positive
49.67
Neutral
48.29
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 158.35, equal to the 50-day MA of 158.43, and equal to the 200-day MA of 145.47, indicating a neutral trend. The MACD of 0.27 indicates Positive momentum. The RSI at 49.67 is Neutral, neither overbought nor oversold. The STOCH value of 48.29 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
158.19
31.04
24.41%
HLAL
Wahed FTSE USA Shariah ETF
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SYLD
Cambria Shareholder Yield ETF
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SEUS
SEI QiM U.S. Equity Factor Allocation Active ETF
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BGDV
Bahl & Gaynor Dividend ETF
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FDMO
Fidelity Momentum 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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