SHE vs CAFX

Comparison between STATE STREET(R) SPDR(R) MSCI USA GENDER DIVERSITY ETF (SHE, ETF) and CONGRESS INTERMEDIATE BOND ETF (CAFX, ETF).

SHE vs CAFX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHE(ETF)	CAFX(ETF)
Net Assets	$325M	$325M
Expense Ratio	0.20%	0.35%
Max Drawdown	36.16%	3.55%
Sharpe Ratio	1.42	-0.33
5Y Beta	0.88	0.01
P/E Ratio	25.97	N/A
Forward P/E	19.60	N/A
PEG Ratio	0.46	N/A
5Y Dividends CAGR	13.48%	N/A
5Y EPS CAGR	18.85%	N/A
Debt to Equity	53.30%	N/A
P/S Ratio	3.04	N/A
P/B Ratio	4.56	N/A

Net Assets

SHE

$325M

Winner

CAFX

$325M

Expense Ratio

Winner

SHE

0.20%

CAFX

0.35%

Max Drawdown

SHE

36.16%

Winner

CAFX

3.55%

Sharpe Ratio

Winner

SHE

1.42

CAFX

-0.33

5Y Beta

SHE

0.88

Winner

CAFX

0.01

P/E Ratio

SHE

25.97

CAFX

N/A

Forward P/E

SHE

19.60

CAFX

N/A

PEG Ratio

SHE

0.46

CAFX

N/A

5Y Dividends CAGR

SHE

13.48%

CAFX

N/A

5Y EPS CAGR

SHE

18.85%

CAFX

N/A

Debt to Equity

SHE

53.30%

CAFX

N/A

P/S Ratio

SHE

3.04

CAFX

N/A

P/B Ratio

SHE

4.56

CAFX

N/A

SHE vs CAFX - Holdings Comparison

SHE and CAFX have 0 common holdings. Overlap is 0.00%

SHE's top 25 holdings weight is 52.45%. CAFX's top 25 holdings weight is 9.13%.

Rank	SHE	CAFX
#1	ADVANCED MICRO DEVICES INC (AMD) - 5.58%	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 9.13%
#2	NVIDIA CORP (NVDA) - 4.30%	N/A
#3	BROADCOM INC (AVGO) - 4.28%	N/A
#4	MICROSOFT CORP (MSFT) - 4.23%	N/A
#5	NETFLIX INC (NFLX) - 3.68%	N/A
#6	JPMORGAN CHASE & CO (JPM) - 3.18%	N/A
#7	INTEL CORP (INTC) - 3.02%	N/A
#8	VERIZON COMMUNICATIONS INC (VZ) - 2.40%	N/A
#9	TEXAS INSTRUMENTS INC (TXN) - 1.59%	N/A
#10	BANK OF AMERICA CORP (BAC) - 1.51%	N/A
#11	ORACLE CORP (ORCL) - 1.47%	N/A
#12	JOHNSON & JOHNSON (JNJ) - 1.42%	N/A
#13	THE WALT DISNEY CO (DIS) - 1.40%	N/A
#14	EXXONMOBIL HOLDINGS CORP (XOM) - 1.40%	N/A
#15	ANALOG DEVICES INC (ADI) - 1.36%	N/A
#16	CATERPILLAR INC (CAT) - 1.34%	N/A
#17	ARISTA NETWORKS INC (ANET) - 1.31%	N/A
#18	COSTCO WHOLESALE CORP (COST) - 1.28%	N/A
#19	ABBVIE INC (ABBV) - 1.25%	N/A
#20	UNITEDHEALTH GROUP INC (UNH) - 1.20%	N/A
#21	AT&T INC (T) - 1.19%	N/A
#22	CHEVRON CORP (CVX) - 1.08%	N/A
#23	PROCTER & GAMBLE CO (PG) - 1.02%	N/A
#24	BOOKING HOLDINGS INC (BKNG) - 0.99%	N/A
#25	MERCK & CO INC (MRK) - 0.97%	N/A
Total Holdings	234	1

SHE vs CAFX - Historical Returns

Returns include dividend reinvestment.

Period	SHE	CAFX
1 month	-1.10%	-0.13%
3 months	+10.89%	-0.28%
6 months	+14.24%	+0.02%
1 year	+24.40%	+2.66%
5 years(CAGR)	+9.64%	N/A
10 years(CAGR)	+12.19%	N/A
Max(CAGR)	+12.73%	+2.52%

SHE

-1.10%

Winner

CAFX

-0.13%

Winner

SHE

+10.89%

CAFX

-0.28%

Winner

SHE

+14.24%

CAFX

+0.02%

Winner

SHE

+24.40%

CAFX

+2.66%

5Y(CAGR)

SHE

+9.64%

CAFX

N/A

10Y(CAGR)

SHE

+12.19%

CAFX

N/A

Max(CAGR)

Winner

SHE

+12.73%

CAFX

+2.52%

SHE vs CAFX - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	SHE	CAFX
2026	+16.30%	+0.08%
2025	+15.65%	+6.33%
2024	+24.08%	-1.66%
2023	+22.55%	N/A
2022	-21.67%	N/A
2021	+16.93%	N/A
2020	+17.20%	N/A
2019	+23.86%	N/A
2018	-3.64%	N/A
2017	+19.13%	N/A
2016	+12.03%	N/A

SHE vs CAFX Drawdown Comparison

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

The maximum drawdown for CAFX was -2.63%, occurring on Jan 13, 2025. Recovery took 134 trading sessions.

The current SHE drawdown is -2.86%. The current CAFX drawdown is -1.16%.

Rank	SHE	CAFX
#1	-35.78% Feb 19, 2020 - Sep 2, 2020	-2.63% Sep 13, 2024 - Mar 28, 2025
#2	-31.69% Nov 16, 2021 - Mar 7, 2024	-1.79% Feb 27, 2026 - Mar 26, 2026
#3	-18.17% Sep 21, 2018 - Apr 30, 2019	-1.30% Apr 3, 2025 - Apr 29, 2025
#4	-17.07% Feb 19, 2025 - Jun 26, 2025	-1.17% Apr 30, 2025 - Jun 12, 2025
#5	-10.28% Jan 26, 2018 - Jul 25, 2018	-1.03% Sep 8, 2025 - Nov 24, 2025
#6	-8.74% Jul 16, 2024 - Aug 30, 2024	-0.76% Jun 30, 2025 - Aug 1, 2025
#7	-8.54% Jan 28, 2026 - Apr 15, 2026	-0.56% Nov 26, 2025 - Dec 29, 2025
#8	-8.16% Sep 2, 2020 - Oct 9, 2020	-0.38% Jan 5, 2026 - Feb 5, 2026
#9	-7.79% Oct 12, 2020 - Nov 9, 2020	-0.36% Aug 25, 2025 - Sep 2, 2025
#10	-6.56% Jul 26, 2019 - Nov 14, 2019	-0.30% Aug 13, 2025 - Aug 22, 2025
#11	-5.83% Aug 24, 2016 - Nov 22, 2016	-0.26% Jun 12, 2025 - Jun 20, 2025
#12	-5.70% Apr 28, 2016 - Jul 8, 2016	-0.20% Aug 4, 2025 - Aug 13, 2025
#13	-5.68% Nov 12, 2025 - Dec 11, 2025	-0.18% Dec 29, 2025 - Jan 5, 2026
#14	-5.34% Mar 27, 2024 - May 15, 2024	-0.16% Feb 13, 2026 - Feb 23, 2026
#15	-5.24% Dec 4, 2024 - Feb 5, 2025	-0.10% Sep 2, 2025 - Sep 4, 2025

Correlation

Correlation between SHE and CAFX is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79

-101

Dividend Comparison (2016 - 2026)

SHE vs CAFX dividend yield comparison.

Year	SHE	CAFX
2026	0.52%	1.96%
2025	1.18%	3.92%
2024	1.14%	0.96%
2023	1.37%	0.00%
2022	1.54%	0.00%
2021	0.99%	0.00%
2020	1.24%	0.00%
2019	1.91%	0.00%
2018	7.39%	0.00%
2017	5.37%	0.00%
2016	6.41%	0.00%