SHE - ETF AI Analysis

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SPDR SSGA Gender Diversity Index ETF (SHE)

Rating:73Outperform

Price Target:―

SHE, the SPDR SSGA Gender Diversity Index ETF, has a solid overall rating supported by large positions in high-quality companies like Microsoft, Micron, and Nvidia, which benefit from strong financial performance and leadership in fast-growing areas such as cloud computing and AI. Accenture and Verizon also add stability through healthy cash flows and reasonable valuations. The main risk is that several sizable holdings in the tech sector, such as Oracle and Intel, face valuation and profitability pressures, which could weigh on future returns if those challenges persist.

Positive Factors

Recent Short-Term Momentum

The ETF has shown positive performance over the past one and three months, suggesting improving short-term momentum.

Strong Semiconductor Exposure

Top holdings like Micron, AMD, and Intel have delivered strong year-to-date gains, helping support the fund’s overall returns.

Broad Sector Diversification

The fund spreads its investments across many sectors, with meaningful exposure to technology, financials, consumer, health care, and industrials, which helps reduce reliance on any single industry.

Negative Factors

Heavy Tilt Toward Technology

Technology makes up a large share of the portfolio, which can increase sensitivity to swings in the tech sector.

Several Weak Mega-Cap Holdings

Some of the largest positions, including Meta, Nvidia, Microsoft, JPMorgan, Oracle, and Verizon, have shown weak year-to-date performance, which can drag on the fund.

Limited International Diversification

With almost all assets invested in U.S. companies and only a very small allocation to the UK, the ETF offers little geographic diversification.

SHE vs. SPDR S&P 500 ETF (SPY)

AUM289.98M

RegionNorth America

Expense Ratio0.20%

Beta0.89

IssuerSPDR

Inception DateMar 07, 2016

Dividend Yield1.15%

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. Volume3,339

30 Day Avg. Volume4,872

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

161.90

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering221

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

SHE Summary

SHE is an ETF that follows the MSCI USA Gender Diversity Select Index, focusing on large U.S. companies that show strong commitment to gender diversity in senior leadership. It holds many well-known names such as Microsoft and Nvidia, and is heavily invested in technology, but also includes financial, health care, and other sectors. 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 and chip leaders, with Micron, AMD, and Intel doing much of the heavy lifting as their shares keep rising on AI and data-center optimism. Nvidia looks more steady than soaring lately, while Microsoft and Meta have been losing a bit of steam and occasionally tugging on returns. Oracle has been a noticeable laggard, acting as a brake rather than an engine. Overall, the fund’s story is a U.S.-centric, tech-tilted bet on innovative, gender-diverse leaders, with semiconductors setting the tone.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
META	Meta Platforms	4.82%	$14.04M	$1.69T	-8.22%	76 Outperform
MU	Micron	4.82%	$14.03M	$461.84B	328.96%	79 Outperform
NVDA	Nvidia	4.31%	$12.55M	$4.62T	40.48%	76 Outperform
AMD	Advanced Micro Devices	3.62%	$10.55M	$348.22B	91.02%	73 Outperform
MSFT	Microsoft	3.48%	$10.12M	$3.00T	-1.50%	79 Outperform
JPM	JPMorgan Chase	2.91%	$8.48M	$846.13B	12.48%	72 Outperform
ORCL	Oracle	2.42%	$7.06M	$451.69B	-9.60%	66 Neutral
VZ	Verizon	2.34%	$6.81M	$206.48B	19.32%	81 Outperform
INTC	Intel	2.05%	$5.97M	$241.21B	100.12%	64 Neutral
ADI	Analog Devices	1.67%	$4.87M	$164.67B	60.98%	78 Outperform

SHE Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

133.32

Positive

100DMA

130.85

Positive

200DMA

126.28

Positive

Market Momentum

MACD

0.39

Positive

RSI

54.11

Neutral

STOCH

68.36

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 135.10, equal to the 50-day MA of 133.32, and equal to the 200-day MA of 126.28, indicating a bullish trend. The MACD of 0.39 indicates Positive momentum. The RSI at 54.11 is Neutral, neither overbought nor oversold. The STOCH value of 68.36 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
SHE	―	―	$289.98M	0.20%	―
SYLD	―	―	$932.13M	0.59%	―
PLDR	―	―	$830.31M	0.59%	―
AUSF	―	―	$814.28M	0.27%	―
ABFL	―	―	$805.62M	0.49%	―
PFM	―	―	$774.36M	0.52%	―

Performance Comparison

SHE

SPDR SSGA Gender Diversity Index ETF

135.59

13.88

11.40%

SYLD

Cambria Shareholder Yield ETF

―

PLDR

Putnam Sustainable Leaders ETF

―

AUSF

Global X Adaptive U.S. Factor ETF

―

ABFL

Fcf Us Quality Etf

―

PFM

Invesco Dividend Achievers ETF

―

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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