evenfolio
State Street Investment ManagementLarge BlendSHE · NYSE Arca

State Street SPDR MSCI USA Gender Diversity ETF (SHE)

Price
$157.93
11 Sept 2026
Assets
$333M
Total net assets
Expense ratio
0.20%
Category 0.72%
Yield
1.05%
Trailing distributions
3Y CAGR
22.5%+3.3%
Category 19.2%
5Y CAGR
10.2%-1.2%
Category 11.4%
Loading NAV history…
State Street SPDR MSCI USA Gender Diversity ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.4%+2.5%+22.8%+20.6%+26.6%+22.5%+10.2%+12.7%+12.9%
Large Blend average-1.7%2.7%14.8%12.0%15.6%19.2%11.4%14.1%14.5%
Difference+0.3%-0.2%+8.0%+8.6%+11.0%+3.3%-1.2%-1.4%-1.6%

Holdings

The 10 largest positions make up 33.5% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
MSFTMicrosoft Corp5.22%
AMDAdvanced Micro Devices Inc4.78%
NVDANVIDIA Corp4.30%
NFLXNetflix Inc3.89%
AVGOBroadcom Inc3.87%
JPMJPMorgan Chase & Co3.15%
VZVerizon Communications Inc2.70%
INTCIntel Corp2.53%
ORCLOracle Corp1.59%
XOMExxonMobil Holdings Corp1.50%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
24.4
P/B
4.4
P/S
3.1
P/CF
16.0

Sector allocation

Share of the equity the fund holds.

36.6%Technology11 sectors
  1. Technology36.6%
  2. Financial services12.3%
  3. Communication services10.0%
  4. Consumer discretionary9.8%
  5. Health care9.6%
  6. Industrials8.2%
  7. Consumer staples4.5%
  8. Energy3.5%
  9. Utilities2.0%
  10. Materials1.9%
  11. Real estate1.7%

Asset mix

  • Stocks99.4%
  • Cash0.6%

ETF details

Issuer
State Street Investment Management
Category
Equity · Large Blend
Ticker
SHE
Exchange
NYSE Arca
Inception
7 Mar 2016 (10.5 years)
Structure
Exchange Traded Fund
Expense ratio
0.20% (category 0.72%)
Holdings turnover
48% (category 95%)
Distribution yield
1.05%
Beta, 3 years
1.02
Total net assets
$333M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other large blend ETFs

Other ETFs in the Large Blend category.

Search

Search funds, pages and tools