SHE vs OIA

Comparison between STATE STREET(R) SPDR(R) MSCI USA GENDER DIVERSITY ETF (SHE, ETF) and Invesco Municipal Income Opportunities Trust (OIA, ETF).

5-Year PerformanceSHE has outperformed OIA, delivering a return of +10.3% compared to -0.7%

SHE vs OIA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHE(ETF)	OIA(ETF)
Net Assets	$297M	$296M
Expense Ratio	0.20%	N/A
Max Drawdown	36.16%	58.71%
Sharpe Ratio	1.64	0.75
5Y Beta	0.88	0.17
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%	-1.63%
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

Winner

SHE

$297M

OIA

$296M

Expense Ratio

SHE

0.20%

OIA

N/A

Max Drawdown

Winner

SHE

36.16%

OIA

58.71%

Sharpe Ratio

Winner

SHE

1.64

OIA

0.75

5Y Beta

SHE

0.88

Winner

OIA

0.17

P/E Ratio

SHE

24.14

OIA

N/A

Forward P/E

SHE

18.31

OIA

N/A

PEG Ratio

SHE

0.50

OIA

N/A

5Y Dividends CAGR

Winner

SHE

13.48%

OIA

-1.63%

5Y EPS CAGR

SHE

21.82%

OIA

N/A

Debt to Equity

SHE

50.87%

OIA

N/A

P/S Ratio

SHE

2.91

OIA

N/A

P/B Ratio

SHE

4.49

OIA

N/A

SHE vs OIA - Historical Returns

Returns include dividend reinvestment.

Period	SHE	OIA
1 month	+5.25%	-1.32%
3 months	+14.95%	-1.81%
6 months	+16.90%	+0.55%
1 year	+27.85%	+12.11%
5 years(CAGR)	+10.25%	-0.66%
10 years(CAGR)	+12.52%	+2.78%
Max(CAGR)	+12.84%	+4.80%

Winner

SHE

+5.25%

OIA

-1.32%

Winner

SHE

+14.95%

OIA

-1.81%

Winner

SHE

+16.90%

OIA

+0.55%

Winner

SHE

+27.85%

OIA

+12.11%

5Y(CAGR)

Winner

SHE

+10.25%

OIA

-0.66%

10Y(CAGR)

Winner

SHE

+12.52%

OIA

+2.78%

Max(CAGR)

Winner

SHE

+12.84%

OIA

+4.80%

SHE vs OIA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SHE	OIA
2026	+15.65%	+3.24%
2025	+15.65%	+6.44%
2024	+24.08%	-4.20%
2023	+22.55%	+7.17%
2022	-21.67%	-17.71%
2021	+16.93%	+6.09%
2020	+17.20%	+4.68%
2019	+23.86%	+17.64%
2018	-3.64%	-8.99%
2017	+19.13%	+17.32%
2016	+12.03%	+3.43%
2015	N/A	+10.72%
2014	N/A	+18.25%
2013	N/A	-12.44%
2012	N/A	+16.13%
2011	N/A	+16.63%
2010	N/A	+6.34%
2009	N/A	+37.16%
2008	N/A	-32.05%
2007	N/A	-21.12%
2006	N/A	+20.62%
2005	N/A	+21.06%
2004	N/A	+12.12%
2003	N/A	+3.36%
2002	N/A	-0.03%
2001	N/A	-0.47%
2000	N/A	+8.10%
1999	N/A	-5.35%

SHE vs OIA Drawdown Comparison

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

The maximum drawdown for OIA was -55.23%, occurring on Oct 10, 2008. Recovery took 1283 trading sessions.

The current SHE drawdown is -3.40%. The current OIA drawdown is -7.89%.

Rank	SHE	OIA
#1	-35.78% Feb 19, 2020 - Sep 2, 2020	-55.23% May 11, 2007 - Jun 13, 2012
#2	-31.69% Nov 16, 2021 - Mar 7, 2024	-34.85% Aug 30, 2021 - Oct 27, 2023
#3	-18.17% Sep 21, 2018 - Apr 30, 2019	-31.78% Feb 24, 2020 - Dec 31, 2020
#4	-17.07% Feb 19, 2025 - Jun 26, 2025	-22.39% Nov 26, 2012 - Jan 12, 2015
#5	-10.28% Jan 26, 2018 - Jul 25, 2018	-19.90% Sep 6, 2000 - Feb 12, 2001
#6	-8.74% Jul 16, 2024 - Aug 30, 2024	-14.09% Sep 30, 2016 - May 31, 2017
#7	-8.54% Jan 28, 2026 - Apr 15, 2026	-13.06% Sep 10, 2018 - Mar 21, 2019
#8	-8.16% Sep 2, 2020 - Oct 9, 2020	-11.94% Oct 7, 2002 - Jun 11, 2003
#9	-7.79% Oct 12, 2020 - Nov 9, 2020	-11.02% Nov 5, 1999 - Jul 19, 2000
#10	-6.56% Jul 26, 2019 - Nov 14, 2019	-11.02% Mar 9, 2004 - Oct 6, 2004
#11	-5.83% Aug 24, 2016 - Nov 22, 2016	-10.80% Aug 31, 2001 - Sep 3, 2002
#12	-5.70% Apr 28, 2016 - Jul 8, 2016	-9.53% Nov 7, 2005 - Jan 5, 2006
#13	-5.68% Nov 12, 2025 - Dec 11, 2025	-9.10% Jun 16, 2003 - Mar 8, 2004
#14	-5.34% Mar 27, 2024 - May 15, 2024	-8.65% Dec 27, 2017 - Aug 29, 2018
#15	-5.24% Dec 4, 2024 - Feb 5, 2025	-7.54% Apr 12, 2019 - Aug 6, 2019

Correlation

Correlation between SHE and OIA is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2000 - 2026)

SHE vs OIA dividend yield comparison.

Year	SHE	OIA
2026	0.53%	2.41%
2025	1.18%	5.81%
2024	1.14%	5.87%
2023	1.37%	5.09%
2022	1.54%	5.68%
2021	0.99%	4.69%
2020	1.24%	4.81%
2019	1.91%	4.88%
2018	7.39%	5.84%
2017	5.37%	5.16%
2016	6.41%	5.58%
2015	0.00%	5.40%
2014	0.00%	5.85%
2013	0.00%	6.77%
2012	0.00%	5.74%
2011	0.00%	6.31%
2010	0.00%	6.80%
2009	0.00%	6.98%
2008	0.00%	10.17%
2007	0.00%	7.22%
2006	0.00%	5.61%
2005	0.00%	6.07%
2004	0.00%	6.46%
2003	0.00%	7.31%
2002	0.00%	7.50%
2001	0.00%	7.31%
2000	0.00%	3.07%