SHE - ETF AI Analysis
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SPDR SSGA Gender Diversity Index ETF (SHE)
Rating:73Outperform
Price Target:―
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)
AUM274.66M
RegionNorth America
Expense Ratio0.20%
Beta0.89
IssuerSPDR
Inception DateMar 07, 2016
Dividend Yield1.24%
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. Volume3,168
30 Day Avg. Volume4,560
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
160.64Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering213
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, with chipmakers like Micron and Nvidia doing much of the heavy lifting as their AI stories keep the stocks rising. Meta has been more of a steady, if sometimes choppy, contributor, while Microsoft and AMD have recently lost a bit of altitude, softening the fund’s tech-powered punch. Outside of tech, Verizon’s rebound adds a helpful defensive anchor, and JPMorgan brings big-bank stability. Overall, this is a U.S.-only play where a handful of large, AI-linked names sit firmly in the driver’s seat.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Micron | 5.22% | $14.21M | $519.68B | 352.41% | 79 Outperform | |
| Microsoft | 4.57% | $12.44M | $2.91T | 1.02% | 79 Outperform | |
| Nvidia | 4.52% | $12.29M | $4.38T | 53.50% | 76 Outperform | |
| Verizon | 4.38% | $11.91M | $209.15B | 12.86% | 81 Outperform | |
| Advanced Micro Devices | 3.45% | $9.38M | $325.20B | 87.76% | 73 Outperform | |
| JPMorgan Chase | 2.89% | $7.87M | $776.04B | 20.34% | 72 Outperform | |
| AT&T | 2.43% | $6.62M | $191.89B | 2.12% | 71 Outperform | |
| Oracle | 2.28% | $6.21M | $439.75B | 0.30% | 66 Neutral | |
| Walt Disney | 2.26% | $6.16M | $176.12B | -0.87% | 75 Outperform | |
| Intel | 1.83% | $4.99M | $224.92B | 86.69% | 64 Neutral |
SHE Technical Analysis
Negative
―
Price Trends
133.76
Negative
131.87
Negative
127.94
Positive
Market Momentum
-1.03
Positive
39.07
Neutral
30.06
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SHE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 132.49, equal to the 50-day MA of 133.76, and equal to the 200-day MA of 127.94, indicating a neutral trend. The MACD of -1.03 indicates Positive momentum. The RSI at 39.07 is Neutral, neither overbought nor oversold. The STOCH value of 30.06 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SHE.
SHE Peer Comparison
Comparison Results
Performance Comparison
SHE
SPDR SSGA Gender Diversity Index ETF
129.73
16.57
14.64%
ULTY
YieldMax Ultra Option Income Strategy ETF
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SYLD
Cambria Shareholder Yield ETF
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AUSF
Global X Adaptive U.S. Factor ETF
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―
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BGDV
Bahl & Gaynor Dividend ETF
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―
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PFM
Invesco Dividend Achievers 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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