SPDR® SSGA Gender Diversity Index ETF
Fund offered by:
SPDR State Street Global Advisors
Ticker: SHEsocially responsible
Gender equality score
Gender equality score

45
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
84.1
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 380 out of 2,382 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
23/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
5/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
16/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
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. Nielsen Holdings PLC
    0.18% of assets
    $377,577 invested
  • 2. Visa Inc Class A
    4.18% of assets
    $8.91M invested
  • 3. Northrop Grumman Corp
    1.04% of assets
    $2.22M invested
  • 4. Kellogg Co
    0.42% of assets
    $892,277 invested
  • 5. Discovery Inc Class A
    0.1% of assets
    $215,257 invested
  • 6. American Express Co
    2.16% of assets
    $4.61M invested
  • 7. Target Corp
    1.93% of assets
    $4.11M invested
  • 8. Dow Inc
    0.61% of assets
    $1.31M invested
  • 9. Booz Allen Hamilton Holding Corp Class A
    0.34% of assets
    $718,086 invested
  • 10. Robert Half International Inc
    0.18% of assets
    $378,249 invested
Bottom scoring holdings
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. Signature Bank
    0.25% of assets
    $541,283 invested
  • 2. Grocery Outlet Holding Corp
    0.07% of assets
    $142,654 invested
  • 3. East West Bancorp Inc
    0.21% of assets
    $437,929 invested
  • 4. Biohaven Pharmaceutical Holding Co Ltd
    0.1% of assets
    $223,026 invested
  • 5. Strategic Education Inc
    0.04% of assets
    $82,076 invested
  • 6. Global Blood Therapeutics Inc
    0.06% of assets
    $135,046 invested
  • 7. LendingTree Inc
    0.04% of assets
    $77,745 invested
  • 8. Bill.com Holdings Inc Ordinary Shares
    0.32% of assets
    $675,702 invested
  • 9. Chegg Inc
    0.22% of assets
    $464,962 invested
  • 10. Blueprint Medicines Corp
    0.15% of assets
    $322,220 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on SHE at Morningstar.com
Gender Equality and Returns
Returns chart for SPDR® SSGA Gender Diversity Index ETF
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.
Benchmarking tool
Current fund
SHE
SPDR® SSGA Gender Diversity Index ETF
Family
SPDR State Street Global Advisors
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
2.3% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
2 / 40 points higher
Lower equal compensation and work life balance score 
1 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
SHE
SPDR® SSGA Gender Diversity Index ETF
Family
SPDR State Street Global Advisors
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
2.3% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
2 / 40 points higher
Lower equal compensation and work life balance score 
1 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
SHE
SPDR® SSGA Gender Diversity Index ETF
Family
SPDR State Street Global Advisors
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
2.3% less  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
2 / 40 points higher
Lower equal compensation and work life balance score 
1 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
SHE - SPDR® SSGA Gender Diversity Index ETF
63%
15%
14%
/
45  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
56%
17%
16%
14%
44  / 100 points
Fund compared to benchmark
 
6.36%
-2.01%
-2.3%
/
1  / 100 points higher
Find more financial data on SHE at Morningstar.com
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