SHE - ETF AI Analysis

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SPDR SSGA Gender Diversity Index ETF (SHE)

Rating:73Outperform

Price Target:―

The SPDR SSGA Gender Diversity Index ETF (SHE) has a solid overall rating, reflecting its strong holdings in companies like Microsoft and Nvidia. Microsoft's robust growth in cloud and AI segments, coupled with strategic investments, contributes positively to the fund's performance. Nvidia also adds strength with its focus on AI and data center expansion, despite some valuation concerns. However, weaker holdings like Oracle, which faces bearish trends and high leverage, slightly temper the ETF's overall rating. A key risk to consider is the fund's concentration in technology-focused companies, which could make it more sensitive to sector-specific volatility.

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)

AUM286.33M

RegionNorth America

Expense Ratio0.20%

Beta0.89

IssuerSPDR

Inception DateMar 07, 2016

Dividend Yield1.17%

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. Volume4,181

30 Day Avg. Volume5,002

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

157.55

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering220

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

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 SPDR SSGA Gender Diversity Index ETF (SHE) leans heavily into technology, with names like Nvidia and AMD driving performance thanks to their strong growth in AI and data center markets. Micron has also been a standout, benefiting from robust demand in advanced memory solutions. However, Oracle and Verizon have been lagging, with bearish trends and competitive pressures weighing on their momentum. The fund’s U.S.-centric focus and tech-heavy allocation make it a dynamic but concentrated play, with rising stars in innovation offsetting weaker performers in communication and legacy sectors.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
META	Meta Platforms	4.89%	$14.00M	$1.67T	10.58%	76 Outperform
NVDA	Nvidia	4.34%	$12.43M	$4.63T	39.06%	76 Outperform
MSFT	Microsoft	4.26%	$12.19M	$3.62T	13.28%	79 Outperform
AMD	Advanced Micro Devices	3.71%	$10.60M	$350.01B	71.73%	73 Outperform
MU	Micron	3.42%	$9.79M	$320.53B	221.32%	79 Outperform
JPM	JPMorgan Chase	3.13%	$8.96M	$892.66B	35.97%	72 Outperform
ORCL	Oracle	3.09%	$8.85M	$568.85B	17.18%	66 Neutral
INTU	Intuit	2.20%	$6.28M	$188.27B	5.95%	73 Outperform
VZ	Verizon	1.96%	$5.60M	$170.68B	1.40%	81 Outperform
ACN	Accenture	1.92%	$5.51M	$166.80B	-23.89%	79 Outperform

SHE Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

129.90

Positive

100DMA

127.63

Positive

200DMA

122.46

Positive

Market Momentum

MACD

0.91

Negative

RSI

63.60

Neutral

STOCH

98.59

Negative

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 131.02, equal to the 50-day MA of 129.90, and equal to the 200-day MA of 122.46, indicating a bullish trend. The MACD of 0.91 indicates Negative momentum. The RSI at 63.60 is Neutral, neither overbought nor oversold. The STOCH value of 98.59 is Negative, 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	―	―	$286.33M	0.20%	―
PLDR	―	―	$883.60M	0.60%	―
SYLD	―	―	$863.89M	0.59%	―
ABFL	―	―	$781.75M	0.49%	―
PFM	―	―	$761.29M	0.52%	―
AUSF	―	―	$757.62M	0.27%	―

Performance Comparison

SHE

SPDR SSGA Gender Diversity Index ETF

133.29

18.45

16.07%

PLDR

Putnam Sustainable Leaders ETF

―

SYLD

Cambria Shareholder Yield ETF

―

ABFL

Fcf Us Quality Etf

―

PFM

Invesco Dividend Achievers ETF

―

AUSF

Global X Adaptive U.S. Factor 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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