SHE vs BGH

Comparison between STATE STREET(R) SPDR(R) MSCI USA GENDER DIVERSITY ETF (SHE, ETF) and Barings Global Short Duration High Yield Fund (BGH, ETF).

5-Year PerformanceSHE has outperformed BGH, delivering a return of +10.3% compared to +6.4%

SHE vs BGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHE(ETF)	BGH(ETF)
Net Assets	$297M	$298M
Expense Ratio	0.20%	N/A
Max Drawdown	36.16%	63.84%
Sharpe Ratio	1.64	0.11
5Y Beta	0.88	0.42
P/E Ratio	24.14	N/A
Forward P/E	18.31	N/A
PEG Ratio	0.50	N/A
5Y Dividends CAGR	13.48%	5.93%
5Y EPS CAGR	21.82%	N/A
Debt to Equity	50.87%	N/A
P/S Ratio	2.91	N/A
P/B Ratio	4.49	N/A

Net Assets

SHE

$297M

Winner

BGH

$298M

Expense Ratio

SHE

0.20%

BGH

N/A

Max Drawdown

Winner

SHE

36.16%

BGH

63.84%

Sharpe Ratio

Winner

SHE

1.64

BGH

0.11

5Y Beta

SHE

0.88

Winner

BGH

0.42

P/E Ratio

SHE

24.14

BGH

N/A

Forward P/E

SHE

18.31

BGH

N/A

PEG Ratio

SHE

0.50

BGH

N/A

5Y Dividends CAGR

Winner

SHE

13.48%

BGH

5.93%

5Y EPS CAGR

SHE

21.82%

BGH

N/A

Debt to Equity

SHE

50.87%

BGH

N/A

P/S Ratio

SHE

2.91

BGH

N/A

P/B Ratio

SHE

4.49

BGH

N/A

SHE vs BGH - Historical Returns

Returns include dividend reinvestment.

Period	SHE	BGH
1 month	+5.25%	-2.14%
3 months	+14.95%	+0.02%
6 months	+16.90%	-3.20%
1 year	+27.85%	+4.18%
5 years(CAGR)	+10.25%	+6.41%
10 years(CAGR)	+12.52%	+7.65%
Max(CAGR)	+12.84%	+6.07%

Winner

SHE

+5.25%

BGH

-2.14%

Winner

SHE

+14.95%

BGH

+0.02%

Winner

SHE

+16.90%

BGH

-3.20%

Winner

SHE

+27.85%

BGH

+4.18%

5Y(CAGR)

Winner

SHE

+10.25%

BGH

+6.41%

10Y(CAGR)

Winner

SHE

+12.52%

BGH

+7.65%

Max(CAGR)

Winner

SHE

+12.84%

BGH

+6.07%

SHE vs BGH - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SHE	BGH
2026	+15.65%	-3.60%
2025	+15.65%	+7.41%
2024	+24.08%	+26.25%
2023	+22.55%	+17.36%
2022	-21.67%	-19.43%
2021	+16.93%	+25.25%
2020	+17.20%	-5.04%
2019	+23.86%	+19.70%
2018	-3.64%	-8.56%
2017	+19.13%	+10.60%
2016	+12.03%	+29.79%
2015	N/A	-8.72%
2014	N/A	-1.88%
2013	N/A	+5.32%
2012	N/A	-4.35%

SHE vs BGH Drawdown Comparison

The maximum drawdown for SHE was -35.78%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The maximum drawdown for BGH was -48.74%, occurring on Mar 23, 2020. Recovery took 288 trading sessions.

The current SHE drawdown is -3.40%. The current BGH drawdown is -10.80%.

Rank	SHE	BGH
#1	-35.78% Feb 19, 2020 - Sep 2, 2020	-48.74% Feb 20, 2020 - Apr 13, 2021
#2	-31.69% Nov 16, 2021 - Mar 7, 2024	-26.63% Jan 6, 2022 - Feb 29, 2024
#3	-18.17% Sep 21, 2018 - Apr 30, 2019	-25.45% Jun 18, 2014 - Aug 18, 2016
#4	-17.07% Feb 19, 2025 - Jun 26, 2025	-20.85% Sep 4, 2018 - May 1, 2019
#5	-10.28% Jan 26, 2018 - Jul 25, 2018	-16.88% Sep 17, 2025 - Mar 30, 2026
#6	-8.74% Jul 16, 2024 - Aug 30, 2024	-15.51% Feb 21, 2025 - Jul 1, 2025
#7	-8.54% Jan 28, 2026 - Apr 15, 2026	-11.53% May 7, 2013 - Jan 6, 2014
#8	-8.16% Sep 2, 2020 - Oct 9, 2020	-9.18% May 3, 2019 - Jan 8, 2020
#9	-7.79% Oct 12, 2020 - Nov 9, 2020	-7.94% Oct 20, 2017 - Aug 7, 2018
#10	-6.56% Jul 26, 2019 - Nov 14, 2019	-6.58% Oct 26, 2016 - Nov 28, 2016
#11	-5.83% Aug 24, 2016 - Nov 22, 2016	-5.75% Nov 8, 2024 - Dec 2, 2024
#12	-5.70% Apr 28, 2016 - Jul 8, 2016	-5.54% Dec 6, 2024 - Feb 18, 2025
#13	-5.68% Nov 12, 2025 - Dec 11, 2025	-5.00% Nov 16, 2021 - Dec 31, 2021
#14	-5.34% Mar 27, 2024 - May 15, 2024	-4.51% Jul 13, 2021 - Aug 31, 2021
#15	-5.24% Dec 4, 2024 - Feb 5, 2025	-4.50% Dec 7, 2012 - Jan 18, 2013

Correlation

Correlation between SHE and BGH is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2012 - 2026)

SHE vs BGH dividend yield comparison.

Year	SHE	BGH
2026	0.53%	4.40%
2025	1.18%	11.38%
2024	1.14%	9.72%
2023	1.37%	10.66%
2022	1.54%	9.99%
2021	0.99%	7.31%
2020	1.24%	9.10%
2019	1.91%	10.14%
2018	7.39%	12.11%
2017	5.37%	9.50%
2016	6.41%	9.61%
2015	0.00%	13.31%
2014	0.00%	14.41%
2013	0.00%	10.05%
2012	0.00%	0.71%