SPDR® MSCI USA Gender Diversity ETF
Shareclass
SPDR® MSCI USA Gender Diversity ETF (SHE)
Type
Exchange-traded fund
Manager
Gender equality score
57
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 106 out of 1,454 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
SPDR® MSCI USA Gender Diversity ETF SHE
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. International Flavors & Fragrances Inc0.07% of assets$172,916 invested
- 2. Procter & Gamble Co1.34% of assets$3.51M invested
- 3. Dow Inc0.07% of assets$176,330 invested
- 4. Marriott International Inc Class A0.44% of assets$1.16M invested
- 5. Bank of America Corp1.24% of assets$3.25M invested
- 6. Biogen Inc0.07% of assets$177,333 invested
- 7. Citigroup Inc0.6% of assets$1.56M invested
- 8. JM Smucker Co0.04% of assets$94,076 invested
- 9. Xylem Inc0.12% of assets$316,803 invested
- 10. Cummins Inc0.23% of assets$591,465 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Charter Communications Inc Class A0.18% of assets$472,993 invested
- 2. The Trade Desk Inc Class A0.11% of assets$288,392 invested
- 3. Fortinet Inc0.91% of assets$2.4M invested
- 4. Martin Marietta Materials Inc0.09% of assets$228,916 invested
- 5. Graco Inc0.04% of assets$115,372 invested
- 6. Genuine Parts Co0.09% of assets$232,309 invested
- 7. Tyson Foods Inc Class A0.06% of assets$166,310 invested
- 8. Gaming and Leisure Properties Inc0.03% of assets$86,405 invested
- 9. Simon Property Group Inc0.18% of assets$484,370 invested
- 10. Waste Connections Inc0.16% of assets$421,614 invested
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Financial performance
Performance data provided by
Find more financial data on SHE at Morningstar.com
Find more financial data on SHE at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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