SHE vs USDU

Comparison between STATE STREET(R) SPDR(R) MSCI USA GENDER DIVERSITY ETF (SHE, ETF) and WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND (USDU, ETF).

5-Year PerformanceSHE has outperformed USDU, delivering a return of +10.3% compared to +5.5%

SHE vs USDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHE(ETF)	USDU(ETF)
Net Assets	$381M	$380M
Expense Ratio	0.20%	0.51%
Max Drawdown	36.16%	16.80%
Sharpe Ratio	1.70	0.38
5Y Beta	0.88	-0.03
P/E Ratio	25.73	N/A
Forward P/E	19.72	N/A
PEG Ratio	0.48	N/A
5Y Dividends CAGR	13.48%	64.63%
5Y EPS CAGR	18.78%	N/A
Debt to Equity	52.19%	N/A
P/S Ratio	2.98	N/A
P/B Ratio	4.56	N/A

Net Assets

Winner

SHE

$381M

USDU

$380M

Expense Ratio

Winner

SHE

0.20%

USDU

0.51%

Max Drawdown

SHE

36.16%

Winner

USDU

16.80%

Sharpe Ratio

Winner

SHE

1.70

USDU

0.38

5Y Beta

SHE

0.88

Winner

USDU

-0.03

P/E Ratio

SHE

25.73

USDU

N/A

Forward P/E

SHE

19.72

USDU

N/A

PEG Ratio

SHE

0.48

USDU

N/A

5Y Dividends CAGR

SHE

13.48%

Winner

USDU

64.63%

5Y EPS CAGR

SHE

18.78%

USDU

N/A

Debt to Equity

SHE

52.19%

USDU

N/A

P/S Ratio

SHE

2.98

USDU

N/A

P/B Ratio

SHE

4.56

USDU

N/A

SHE vs USDU - Holdings Comparison

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

SHE's top 25 holdings weight is 52.50%. USDU's top 25 holdings weight is 100.00%.

Rank	SHE	USDU
#1	ADVANCED MICRO DEVICES INC (AMD) - 5.00%	WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 100.00%
#2	MICROSOFT CORP (MSFT) - 4.30%	N/A
#3	BROADCOM INC (AVGO) - 4.24%	N/A
#4	NVIDIA CORP (NVDA) - 4.20%	N/A
#5	NETFLIX INC (NFLX) - 4.05%	N/A
#6	INTEL CORP (INTC) - 3.15%	N/A
#7	JPMORGAN CHASE & CO (JPM) - 2.86%	N/A
#8	VERIZON COMMUNICATIONS INC (VZ) - 2.55%	N/A
#9	ORACLE CORP (ORCL) - 2.27%	N/A
#10	TEXAS INSTRUMENTS INC (TXN) - 1.52%	N/A
#11	EXXON MOBIL CORP (XOM) - 1.43%	N/A
#12	THE WALT DISNEY CO (DIS) - 1.42%	N/A
#13	ANALOG DEVICES INC (ADI) - 1.40%	N/A
#14	JOHNSON & JOHNSON (JNJ) - 1.36%	N/A
#15	COSTCO WHOLESALE CORP (COST) - 1.35%	N/A
#16	BANK OF AMERICA CORP (BAC) - 1.33%	N/A
#17	CATERPILLAR INC (CAT) - 1.33%	N/A
#18	AT&T INC (T) - 1.26%	N/A
#19	UNITEDHEALTH GROUP INC (UNH) - 1.18%	N/A
#20	ARISTA NETWORKS INC (ANET) - 1.16%	N/A
#21	ABBVIE INC (ABBV) - 1.15%	N/A
#22	CHEVRON CORP (CVX) - 1.10%	N/A
#23	PROCTER & GAMBLE CO (PG) - 1.02%	N/A
#24	MERCK & CO INC (MRK) - 0.94%	N/A
#25	CORNING INC (GLW) - 0.93%	N/A
Total Holdings	233	1

SHE vs USDU - Historical Returns

Returns include dividend reinvestment.

Period	SHE	USDU
1 month	+1.20%	+2.02%
3 months	+19.28%	+2.41%
6 months	+16.31%	+3.97%
1 year	+28.00%	+6.23%
5 years(CAGR)	+10.34%	+5.50%
10 years(CAGR)	+12.50%	+3.02%
Max(CAGR)	+12.82%	+3.33%

SHE

+1.20%

Winner

USDU

+2.02%

Winner

SHE

+19.28%

USDU

+2.41%

Winner

SHE

+16.31%

USDU

+3.97%

Winner

SHE

+28.00%

USDU

+6.23%

5Y(CAGR)

Winner

SHE

+10.34%

USDU

+5.50%

10Y(CAGR)

Winner

SHE

+12.50%

USDU

+3.02%

Max(CAGR)

Winner

SHE

+12.82%

USDU

+3.33%

SHE vs USDU - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	SHE	USDU
2026	+16.15%	+3.52%
2025	+15.65%	-3.69%
2024	+24.08%	+13.69%
2023	+22.55%	+2.16%
2022	-21.67%	+7.08%
2021	+16.93%	+4.02%
2020	+17.20%	-5.93%
2019	+23.86%	+1.09%
2018	-3.64%	+5.76%
2017	+19.13%	-8.65%
2016	+12.03%	+1.71%
2015	N/A	+6.62%
2014	N/A	+8.82%
2013	N/A	+0.44%

SHE vs USDU Drawdown Comparison

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

The maximum drawdown for USDU was -14.55%, occurring on Jan 6, 2021. Recovery took 628 trading sessions.

The current SHE drawdown is -2.98%. The current USDU drawdown is -0.58%.

Rank	SHE	USDU
#1	-35.78% Feb 19, 2020 - Sep 2, 2020	-14.55% Mar 19, 2020 - Sep 15, 2022
#2	-31.69% Nov 16, 2021 - Mar 7, 2024	-12.42% Jan 3, 2017 - Aug 30, 2019
#3	-18.17% Sep 21, 2018 - Apr 30, 2019	-9.25% Sep 26, 2022 - Oct 18, 2023
#4	-17.07% Feb 19, 2025 - Jun 26, 2025	-8.07% Jan 22, 2016 - Dec 14, 2016
#5	-10.28% Jan 26, 2018 - Jul 25, 2018	-7.73% Jan 13, 2025 - Jun 30, 2025
#6	-8.74% Jul 16, 2024 - Aug 30, 2024	-6.50% Mar 13, 2020 - Mar 17, 2020
#7	-8.54% Jan 28, 2026 - Apr 15, 2026	-6.10% Mar 13, 2015 - Nov 6, 2015
#8	-8.16% Sep 2, 2020 - Oct 9, 2020	-4.21% Oct 18, 2023 - Mar 22, 2024
#9	-7.79% Oct 12, 2020 - Nov 9, 2020	-3.35% Jan 17, 2014 - Sep 4, 2014
#10	-6.56% Jul 26, 2019 - Nov 14, 2019	-3.13% Jul 1, 2024 - Oct 16, 2024
#11	-5.83% Aug 24, 2016 - Nov 22, 2016	-2.60% Oct 1, 2019 - Feb 14, 2020
#12	-5.70% Apr 28, 2016 - Jul 8, 2016	-2.57% Feb 20, 2020 - Mar 13, 2020
#13	-5.68% Nov 12, 2025 - Dec 11, 2025	-1.88% Oct 3, 2014 - Oct 31, 2014
#14	-5.34% Mar 27, 2024 - May 15, 2024	-1.60% Nov 30, 2015 - Jan 6, 2016
#15	-5.24% Dec 4, 2024 - Feb 5, 2025	-1.50% Apr 30, 2024 - Jun 7, 2024

Correlation

Correlation between SHE and USDU is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2014 - 2026)

SHE vs USDU dividend yield comparison.

Year	SHE	USDU
2026	0.52%	0.00%
2025	1.18%	3.83%
2024	1.14%	3.97%
2023	1.37%	6.99%
2022	1.54%	7.83%
2021	0.99%	0.00%
2020	1.24%	0.69%
2019	1.91%	3.06%
2018	7.39%	0.88%
2017	5.37%	0.00%
2016	6.41%	0.00%
2015	0.00%	6.48%
2014	0.00%	1.58%