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SHE

SPDR SSGA Gender Diversity Index ETF

Tracks companies with highest gender diversity ratios among senior leadership. ESG/impact investing product focused on gender equity.

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EquityTER 0.20%Dist.
TER
0.20%
AUM
$0.5B
CAGR
11.5%
Volatility
17.0%
Sharpe
0.50
Max Drawdown
-31.3%
Data Range
2016-03 → 2026-04

Performance Analysis

Maximum Drawdown History

How far the ETF has fallen from its all-time high at each point. Deeper = more painful.

Current DD0.0%
Worst DD-31.3%
Worst date2022-09

Rolling Returns

Annualized returns over rolling windows. Shows the range of outcomes depending on when you invested.

Avg return10.1%
Best22.2%
Worst1.1%
% positive100%
86 periods

Key Facts

ISIN
US78468R4703
Issuer
State Street
Benchmark
SSGA Gender Diversity Index
Total Expense Ratio (TER)
0.20%
Assets Under Management
$0.5B approx.
Inception Date
2016-03-07
Domicile
United States
Legal Structure
Open-Ended Fund
Dividend Policy
Distributing (pays dividends)
Replication Method
Physical (Full Replication)
UCITS Status
✗ Not UCITS
Fund Currency
USD
Primary Exchange
NYSE Arca
Number of Holdings
~200

Top 10 Holdings

Top 10 represent 32.0% of the fund.

1
AAPLApple Inc.
6.50%
2
MSFTMicrosoft Corp.
6.00%
3
UNHUnitedHealth
3.50%
4
JPMJPMorgan Chase
3.00%
5
PGProcter & Gamble
2.80%
6
HDHome Depot
2.50%
7
ABBVAbbVie Inc.
2.20%
8
PEPPepsiCo Inc.
2.00%
9
COSTCostco Wholesale
1.80%
10
AVGOBroadcom Inc.
1.70%

Sector Breakdown

Technology
28%
Healthcare
15%
Financials
14%
Consumer Staples
12%
Consumer Discretionary
10%
Industrials
8%
Communication Services
5%
Energy
3%

Source: Official issuer data · Last updated: 2026-05-12

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Who Is This ETF For?

✓General portfolio building block for the asset class it covers.

Key Risks to Consider

• Market risk: equity values can drop 30-50% in severe bear markets.

• Non-UCITS: may have unfavorable tax treatment for non-US investors (US estate tax, withholding tax).

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Correlation Matrix

Risk vs Return

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Data & Methodology

Metadata sourced from official issuer documentation. Price data from Yahoo Finance (monthly adjusted close, includes reinvested dividends and splits). AUM figures are approximate and updated quarterly.

Data source: Yahoo Finance (adjusted close), State Street (metadata)Last verified: 2026-04-17

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💬 Frequently Asked Questions

Tracks companies with highest gender diversity ratios among senior leadership. ESG/impact investing product focused on gender equity.
SHE has a total expense ratio (TER) of 0.20%, which means you pay $20 per year for every $10,000 invested.
Yes, SHE is a distributing ETF that pays dividends to shareholders. The frequency depends on the fund's schedule.
SHE is a US-domiciled ETF (not UCITS). Non-US investors should consider the US estate tax implications (40% on US assets above $60,000) and the 30% dividend withholding tax (reduced by treaty in some countries).
SHE uses full physical replication, meaning it holds all (or nearly all) securities in the SSGA Gender Diversity Index index directly.