SHE vs UIVM

Comparison between STATE STREET(R) SPDR(R) MSCI USA GENDER DIVERSITY ETF (SHE, ETF) and VICTORYSHARES INTERNATIONAL VALUE MOMENTUM ETF FORMERLY VICTORYSHARES USAA MSCI INTERNATIONAL VALUE MOMENTUM ETF (UIVM, ETF).

5-Year PerformanceUIVM has outperformed SHE, delivering a return of +12.9% compared to +9.6%

SHE vs UIVM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHE(ETF)	UIVM(ETF)
Net Assets	$325M	$323M
Expense Ratio	0.20%	0.35%
Max Drawdown	36.16%	46.08%
Sharpe Ratio	1.42	1.62
5Y Beta	0.88	0.64
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%	14.54%
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

Winner

SHE

$325M

UIVM

$323M

Expense Ratio

Winner

SHE

0.20%

UIVM

0.35%

Max Drawdown

Winner

SHE

36.16%

UIVM

46.08%

Sharpe Ratio

SHE

1.42

Winner

UIVM

1.62

5Y Beta

SHE

0.88

Winner

UIVM

0.64

P/E Ratio

SHE

25.97

UIVM

N/A

Forward P/E

SHE

19.60

UIVM

N/A

PEG Ratio

SHE

0.46

UIVM

N/A

5Y Dividends CAGR

SHE

13.48%

Winner

UIVM

14.54%

5Y EPS CAGR

SHE

18.85%

UIVM

N/A

Debt to Equity

SHE

53.30%

UIVM

N/A

P/S Ratio

SHE

3.04

UIVM

N/A

P/B Ratio

SHE

4.56

UIVM

N/A

SHE vs UIVM - Holdings Comparison

SHE and UIVM have 1 common holdings. Overlap is 0.01%

SHE's top 25 holdings weight is 52.45%. UIVM's top 25 holdings weight is 22.39%.

Rank	SHE	UIVM
#1	ADVANCED MICRO DEVICES INC (AMD) - 5.58%	SINGAPORE AIRLINES LTD (n/a) - 1.30%
#2	NVIDIA CORP (NVDA) - 4.30%	OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.23%
#3	BROADCOM INC (AVGO) - 4.28%	BANK OF NOVA SCOTIA (n/a) - 1.20%
#4	MICROSOFT CORP (MSFT) - 4.23%	THE TORONTO-DOMINION BANK (n/a) - 1.16%
#5	NETFLIX INC (NFLX) - 3.68%	NATIONAL BANK OF CANADA (NTIOF) - 1.05%
#6	JPMORGAN CHASE & CO (JPM) - 3.18%	NN GROUP NV (n/a) - 0.98%
#7	INTEL CORP (INTC) - 3.02%	CANADIAN IMPERIAL BANK OF (n/a) - 0.92%
#8	VERIZON COMMUNICATIONS INC (VZ) - 2.40%	n/a (n/a) - 0.89%
#9	TEXAS INSTRUMENTS INC (TXN) - 1.59%	SAINSBURY (J) PLC (n/a) - 0.88%
#10	BANK OF AMERICA CORP (BAC) - 1.51%	INVESTOR AB CLASS B (n/a) - 0.88%
#11	ORACLE CORP (ORCL) - 1.47%	SWEDBANK AB CLASS A (n/a) - 0.88%
#12	JOHNSON & JOHNSON (JNJ) - 1.42%	n/a (n/a) - 0.88%
#13	THE WALT DISNEY CO (DIS) - 1.40%	WEST JAPAN RAILWAY CO (n/a) - 0.82%
#14	EXXONMOBIL HOLDINGS CORP (XOM) - 1.40%	JYSKE BANK AS (n/a) - 0.82%
#15	ANALOG DEVICES INC (ADI) - 1.36%	INDUSTRIVARDEN AB CLASS C (n/a) - 0.81%
#16	CATERPILLAR INC (CAT) - 1.34%	SWIRE PACIFIC LTD CLASS A (n/a) - 0.79%
#17	ARISTA NETWORKS INC (ANET) - 1.31%	MTR CORP LTD (n/a) - 0.79%
#18	COSTCO WHOLESALE CORP (COST) - 1.28%	CARREFOUR (n/a) - 0.78%
#19	ABBVIE INC (ABBV) - 1.25%	ENGIE SA (n/a) - 0.78%
#20	UNITEDHEALTH GROUP INC (UNH) - 1.20%	BOC HONG KONG HOLDINGS LTD (n/a) - 0.77%
#21	AT&T INC (T) - 1.19%	BOLLORE SE (n/a) - 0.76%
#22	CHEVRON CORP (CVX) - 1.08%	FRESENIUS SE & CO KGAA (n/a) - 0.76%
#23	PROCTER & GAMBLE CO (PG) - 1.02%	WILMAR INTERNATIONAL LTD (n/a) - 0.76%
#24	BOOKING HOLDINGS INC (BKNG) - 0.99%	KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 0.76%
#25	MERCK & CO INC (MRK) - 0.97%	CREDIT AGRICOLE SA (n/a) - 0.74%
Total Holdings	234	198

SHE vs UIVM - Historical Returns

Returns include dividend reinvestment.

Period	SHE	UIVM
1 month	-1.10%	+0.88%
3 months	+10.89%	+6.18%
6 months	+14.24%	+12.01%
1 year	+24.40%	+30.79%
5 years(CAGR)	+9.64%	+12.94%
10 years(CAGR)	+12.19%	+8.18%
Max(CAGR)	+12.73%	+8.18%

SHE

-1.10%

Winner

UIVM

+0.88%

Winner

SHE

+10.89%

UIVM

+6.18%

Winner

SHE

+14.24%

UIVM

+12.01%

SHE

+24.40%

Winner

UIVM

+30.79%

5Y(CAGR)

SHE

+9.64%

Winner

UIVM

+12.94%

10Y(CAGR)

Winner

SHE

+12.19%

UIVM

+8.18%

Max(CAGR)

Winner

SHE

+12.73%

UIVM

+8.18%

SHE vs UIVM - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	SHE	UIVM
2026	+16.30%	+15.34%
2025	+15.65%	+46.13%
2024	+24.08%	+5.86%
2023	+22.55%	+16.85%
2022	-21.67%	-13.61%
2021	+16.93%	+11.05%
2020	+17.20%	-0.10%
2019	+23.86%	+15.74%
2018	-3.64%	-18.24%
2017	+19.13%	+2.56%
2016	+12.03%	N/A

SHE vs UIVM Drawdown Comparison

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

The maximum drawdown for UIVM was -42.74%, occurring on Mar 23, 2020. Recovery took 840 trading sessions.

The current SHE drawdown is -2.86%. The current UIVM drawdown is -0.15%.

Rank	SHE	UIVM
#1	-35.78% Feb 19, 2020 - Sep 2, 2020	-42.74% Jan 26, 2018 - May 28, 2021
#2	-31.69% Nov 16, 2021 - Mar 7, 2024	-28.25% Sep 15, 2021 - Feb 22, 2024
#3	-18.17% Sep 21, 2018 - Apr 30, 2019	-11.69% Mar 19, 2025 - Apr 24, 2025
#4	-17.07% Feb 19, 2025 - Jun 26, 2025	-11.02% Feb 25, 2026 - May 26, 2026
#5	-10.28% Jan 26, 2018 - Jul 25, 2018	-9.26% Sep 26, 2024 - Mar 5, 2025
#6	-8.74% Jul 16, 2024 - Aug 30, 2024	-7.58% Jun 3, 2024 - Aug 21, 2024
#7	-8.54% Jan 28, 2026 - Apr 15, 2026	-6.34% Jun 7, 2021 - Sep 2, 2021
#8	-8.16% Sep 2, 2020 - Oct 9, 2020	-5.17% Mar 27, 2024 - May 9, 2024
#9	-7.79% Oct 12, 2020 - Nov 9, 2020	-4.66% Nov 12, 2025 - Dec 10, 2025
#10	-6.56% Jul 26, 2019 - Nov 14, 2019	-4.23% Jun 2, 2026 - Jun 15, 2026
#11	-5.83% Aug 24, 2016 - Nov 22, 2016	-4.09% Jun 15, 2026 - Jun 26, 2026
#12	-5.70% Apr 28, 2016 - Jul 8, 2016	-3.38% Aug 27, 2024 - Sep 19, 2024
#13	-5.68% Nov 12, 2025 - Dec 11, 2025	-3.08% Sep 15, 2025 - Nov 10, 2025
#14	-5.34% Mar 27, 2024 - May 15, 2024	-3.03% Jul 23, 2025 - Aug 8, 2025
#15	-5.24% Dec 4, 2024 - Feb 5, 2025	-2.67% Nov 2, 2017 - Dec 18, 2017

Correlation

Correlation between SHE and UIVM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2016 - 2026)

SHE vs UIVM dividend yield comparison.

Year	SHE	UIVM
2026	0.52%	1.80%
2025	1.18%	3.70%
2024	1.14%	5.09%
2023	1.37%	4.35%
2022	1.54%	3.03%
2021	0.99%	3.48%
2020	1.24%	1.63%
2019	1.91%	3.49%
2018	7.39%	2.78%
2017	5.37%	0.15%
2016	6.41%	0.00%