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SHE vs GUT

Comparison between STATE STREET(R) SPDR(R) MSCI USA GENDER DIVERSITY ETF (SHE, ETF) and Gabelli Utility Trust (GUT, ETF).

5-Year PerformanceSHE has outperformed GUT, delivering a return of +10.3% compared to +6.5%

SHE vs GUT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SHE
$297M
GUT
$296M
Expense Ratio
SHE
0.20%
GUT
N/A
Max Drawdown
Winner
SHE
36.16%
GUT
57.58%
Sharpe Ratio
Winner
SHE
1.64
GUT
1.32
5Y Beta
SHE
0.88
Winner
GUT
0.39
P/E Ratio
SHE
24.14
GUT
N/A
Forward P/E
SHE
18.31
GUT
N/A
PEG Ratio
SHE
0.50
GUT
N/A
5Y Dividends CAGR
Winner
SHE
13.48%
GUT
2.14%
5Y EPS CAGR
SHE
21.82%
GUT
N/A
Debt to Equity
SHE
50.87%
GUT
N/A
P/S Ratio
SHE
2.91
GUT
N/A
P/B Ratio
SHE
4.49
GUT
N/A

SHE vs GUT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SHE
+5.25%
GUT
+1.94%
3M
Winner
SHE
+14.95%
GUT
+3.81%
6M
Winner
SHE
+16.90%
GUT
+8.53%
1Y
Winner
SHE
+27.85%
GUT
+23.78%
5Y(CAGR)
Winner
SHE
+10.25%
GUT
+6.46%
10Y(CAGR)
Winner
SHE
+12.52%
GUT
+9.18%
Max(CAGR)
Winner
SHE
+12.84%
GUT
+8.21%

SHE vs GUT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSHEGUT
2026+15.65%+7.10%
2025+15.65%+31.06%
2024+24.08%+4.26%
2023+22.55%-22.49%
2022-21.67%-1.07%
2021+16.93%+11.29%
2020+17.20%+13.94%
2019+23.86%+42.58%
2018-3.64%-8.15%
2017+19.13%+22.38%
2016+12.03%+21.28%
2015N/A-14.62%
2014N/A+25.25%
2013N/A+11.09%
2012N/A-12.76%
2011N/A+33.98%
2010N/A-20.95%
2009N/A+59.59%
2008N/A-32.37%
2007N/A+4.06%
2006N/A+18.22%
2005N/A+5.52%
2004N/A+5.46%
2003N/A+20.15%
2002N/A-0.73%
2001N/A+12.68%
2000N/A+23.64%
1999N/A-3.17%

SHE vs GUT Drawdown Comparison

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

The maximum drawdown for GUT was -52.79%, occurring on Oct 10, 2008. Recovery took 304 trading sessions.

The current SHE drawdown is -3.40%. The current GUT drawdown is -1.42%.

RankSHEGUT
#1-35.78%
Feb 19, 2020 - Sep 2, 2020
-52.79%
Sep 11, 2008 - Nov 24, 2009
#2-31.69%
Nov 16, 2021 - Mar 7, 2024
-42.14%
Feb 12, 2020 - Aug 4, 2020
#3-18.17%
Sep 21, 2018 - Apr 30, 2019
-35.57%
Dec 14, 2009 - Dec 16, 2011
#4-17.07%
Feb 19, 2025 - Jun 26, 2025
-33.94%
Jan 9, 2023 - Jul 9, 2025
#5-10.28%
Jan 26, 2018 - Jul 25, 2018
-25.63%
May 9, 2002 - May 15, 2003
#6-8.74%
Jul 16, 2024 - Aug 30, 2024
-24.25%
Aug 14, 2012 - May 23, 2014
#7-8.54%
Jan 28, 2026 - Apr 15, 2026
-21.24%
Jul 10, 2003 - Jan 12, 2004
#8-8.16%
Sep 2, 2020 - Oct 9, 2020
-20.72%
Jan 29, 2015 - May 24, 2016
#9-7.79%
Oct 12, 2020 - Nov 9, 2020
-19.94%
Jan 11, 2022 - Aug 16, 2022
#10-6.56%
Jul 26, 2019 - Nov 14, 2019
-17.75%
Feb 16, 2018 - Feb 8, 2019
#11-5.83%
Aug 24, 2016 - Nov 22, 2016
-17.63%
Sep 19, 2005 - Oct 31, 2006
#12-5.70%
Apr 28, 2016 - Jul 8, 2016
-17.13%
Sep 12, 2022 - Jan 6, 2023
#13-5.68%
Nov 12, 2025 - Dec 11, 2025
-16.27%
Feb 10, 2021 - Jun 24, 2021
#14-5.34%
Mar 27, 2024 - May 15, 2024
-14.70%
Mar 29, 2004 - Aug 3, 2004
#15-5.24%
Dec 4, 2024 - Feb 5, 2025
-13.14%
Apr 16, 2007 - Jul 9, 2008

Correlation

Correlation between SHE and GUT is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2000 - 2026)

SHE vs GUT dividend yield comparison.

YearSHEGUT
20260.53%4.01%
20251.18%9.95%
20241.14%11.72%
20231.37%11.06%
20221.54%7.98%
20210.99%7.28%
20201.24%7.38%
20191.91%7.72%
20187.39%10.09%
20175.37%8.44%
20166.41%9.52%
20150.00%10.52%
20140.00%8.19%
20130.00%9.38%
20120.00%9.53%
20110.00%7.69%
20100.00%11.27%
20090.00%8.05%
20080.00%12.20%
20070.00%7.58%
20060.00%7.24%
20050.00%7.77%
20040.00%7.74%
20030.00%7.50%
20020.00%8.26%
20010.00%7.29%
20000.00%7.43%

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