SHE vs SPY
Comparison between STATE STREET(R) SPDR(R) MSCI USA GENDER DIVERSITY ETF (SHE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SHE, delivering a return of +13.0% compared to +9.6%
SHE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHE
$325M
Winner
SPY
$781B
Expense Ratio
SHE
0.20%
Winner
SPY
0.09%
Max Drawdown
Winner
SHE
36.16%
SPY
56.47%
Sharpe Ratio
Winner
SHE
1.42
SPY
1.25
5Y Beta
Winner
SHE
0.88
SPY
1.00
P/E Ratio
Winner
SHE
25.97
SPY
28.78
Forward P/E
Winner
SHE
19.60
SPY
21.23
PEG Ratio
SHE
0.46
SPY
N/A
5Y Dividends CAGR
Winner
SHE
13.48%
SPY
6.00%
5Y EPS CAGR
SHE
18.85%
Winner
SPY
25.62%
Debt to Equity
SHE
53.30%
Winner
SPY
31.92%
P/S Ratio
Winner
SHE
3.04
SPY
3.76
P/B Ratio
Winner
SHE
4.56
SPY
5.64
SHE vs SPY - Holdings Comparison
SHE and SPY have 212 common holdings. Overlap is 42.59%
SHE's top 25 holdings weight is 52.45%. SPY's top 25 holdings weight is 51.74%.
| Rank | SHE | SPY |
|---|---|---|
| #1 | ADVANCED MICRO DEVICES INC (AMD) - 5.58% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | NVIDIA CORP (NVDA) - 4.30% | APPLE INC (AAPL) - 7.37% |
| #3 | BROADCOM INC (AVGO) - 4.28% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | MICROSOFT CORP (MSFT) - 4.23% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | NETFLIX INC (NFLX) - 3.68% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | JPMORGAN CHASE & CO (JPM) - 3.18% | BROADCOM INC (AVGO) - 2.86% |
| #7 | INTEL CORP (INTC) - 3.02% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | VERIZON COMMUNICATIONS INC (VZ) - 2.40% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | TEXAS INSTRUMENTS INC (TXN) - 1.59% | TESLA INC (TSLA) - 1.70% |
| #10 | BANK OF AMERICA CORP (BAC) - 1.51% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | ORACLE CORP (ORCL) - 1.47% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | JOHNSON & JOHNSON (JNJ) - 1.42% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | THE WALT DISNEY CO (DIS) - 1.40% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.40% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | ANALOG DEVICES INC (ADI) - 1.36% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | CATERPILLAR INC (CAT) - 1.34% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | ARISTA NETWORKS INC (ANET) - 1.31% | VISA INC CLASS A (V) - 0.90% |
| #18 | COSTCO WHOLESALE CORP (COST) - 1.28% | WALMART INC (WMT) - 0.76% |
| #19 | ABBVIE INC (ABBV) - 1.25% | INTEL CORP (INTC) - 0.75% |
| #20 | UNITEDHEALTH GROUP INC (UNH) - 1.20% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | AT&T INC (T) - 1.19% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | CHEVRON CORP (CVX) - 1.08% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | PROCTER & GAMBLE CO (PG) - 1.02% | ABBVIE INC (ABBV) - 0.66% |
| #24 | BOOKING HOLDINGS INC (BKNG) - 0.99% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | MERCK & CO INC (MRK) - 0.97% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 234 | 505 |
SHE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SHE
-1.10%
Winner
SPY
+0.52%
3M
Winner
SHE
+10.89%
SPY
+6.55%
6M
Winner
SHE
+14.24%
SPY
+9.76%
1Y
Winner
SHE
+24.40%
SPY
+20.32%
5Y(CAGR)
SHE
+9.64%
Winner
SPY
+13.01%
10Y(CAGR)
SHE
+12.19%
Winner
SPY
+15.06%
Max(CAGR)
Winner
SHE
+12.73%
SPY
+8.50%
SHE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SHE | SPY |
|---|---|---|
| 2026 | +16.30% | +10.11% |
| 2025 | +15.65% | +18.00% |
| 2024 | +24.08% | +25.59% |
| 2023 | +22.55% | +26.72% |
| 2022 | -21.67% | -18.64% |
| 2021 | +16.93% | +30.52% |
| 2020 | +17.20% | +17.28% |
| 2019 | +23.86% | +31.09% |
| 2018 | -3.64% | -5.24% |
| 2017 | +19.13% | +20.78% |
| 2016 | +12.03% | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SHE vs SPY Drawdown Comparison
The maximum drawdown for SHE was -35.78%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SHE drawdown is -2.86%. The current SPY drawdown is -1.24%.
| Rank | SHE | SPY |
|---|---|---|
| #1 | -35.78% Feb 19, 2020 - Sep 2, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -31.69% Nov 16, 2021 - Mar 7, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -18.17% Sep 21, 2018 - Apr 30, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -17.07% Feb 19, 2025 - Jun 26, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -10.28% Jan 26, 2018 - Jul 25, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.74% Jul 16, 2024 - Aug 30, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.54% Jan 28, 2026 - Apr 15, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.16% Sep 2, 2020 - Oct 9, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -7.79% Oct 12, 2020 - Nov 9, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.56% Jul 26, 2019 - Nov 14, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.83% Aug 24, 2016 - Nov 22, 2016 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.70% Apr 28, 2016 - Jul 8, 2016 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.68% Nov 12, 2025 - Dec 11, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.34% Mar 27, 2024 - May 15, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.24% Dec 4, 2024 - Feb 5, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SHE and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
SHE vs SPY dividend yield comparison.
| Year | SHE | SPY |
|---|---|---|
| 2026 | 0.52% | 0.49% |
| 2025 | 1.18% | 1.07% |
| 2024 | 1.14% | 1.21% |
| 2023 | 1.37% | 1.40% |
| 2022 | 1.54% | 1.65% |
| 2021 | 0.99% | 1.20% |
| 2020 | 1.24% | 1.52% |
| 2019 | 1.91% | 1.75% |
| 2018 | 7.39% | 2.04% |
| 2017 | 5.37% | 1.80% |
| 2016 | 6.41% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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