State Street® SPDR® MSCI USA Gender Diversity ETF
Shareclass
Stt Strt® SPDR® MSCI USA Gndr Divst ETF (SHE)
Type
Exchange-traded fund
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: 152 out of 1,462 funds
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Categories
Gender balance in leadership and workforce
28/40
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.
State Street® SPDR® MSCI USA Gender Diversity ETF SHE
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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. Procter & Gamble Co1.09% of assets$3.06M invested
- 2. Biogen Inc0.08% of assets$217,212 invested
- 3. Dow Inc0.05% of assets$150,446 invested
- 4. Marriott International Inc Class A0.36% of assets$1.03M invested
- 5. Bank of America Corp1.28% of assets$3.6M invested
- 6. Citigroup Inc0.57% of assets$1.61M invested
- 7. Philip Morris International Inc0.76% of assets$2.13M invested
- 8. Willis Towers Watson PLC0.11% of assets$311,534 invested
- 9. JM Smucker Co0.03% of assets$95,784 invested
- 10. Hilton Worldwide Holdings Inc0.3% of assets$842,829 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. PACCAR Inc0.17% of assets$489,048 invested
- 2. Charter Communications Inc Class A0.16% of assets$454,585 invested
- 3. NVR Inc0.09% of assets$266,800 invested
- 4. The Trade Desk Inc Class A0.15% of assets$415,816 invested
- 5. Dick's Sporting Goods Inc0.05% of assets$134,863 invested
- 6. Graco Inc0.05% of assets$135,902 invested
- 7. Genuine Parts Co0.08% of assets$235,142 invested
- 8. West Pharmaceutical Services Inc0.06% of assets$169,524 invested
- 9. Tyson Foods Inc Class A0.05% of assets$130,324 invested
- 10. Ulta Beauty Inc0.2% of assets$561,990 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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