SHE vs. CHGX ETF Comparison

Comparison of SPDR SSGA Gender Diversity Index ETF (SHE) to Change Finance U.S. Large Cap Fossil Fuel Free ETF (CHGX)

SHE

SPDR SSGA Gender Diversity Index ETF

SHE Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA Gender Diversity Index, which tracks U.S. companies that are leaders in advancing women through gender diversity on their boards of directors and in management. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$114.32

Average Daily Volume

3,877

Number of Holdings ^*

236

* may have additional holdings in another (foreign) market

CHGX

Change Finance U.S. Large Cap Fossil Fuel Free ETF

CHGX Description

The investment seeks to track the performance, before fees and expenses, of the Change Finance Diversified Impact U.S. Large Cap Fossil Fuel Free Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in the component securities of the index. The index was developed by Change Finance, PBC, the fund's investment adviser and index provider, and uses an objective, rules-based methodology to measure the performance of an equal-weighted portfolio of approximately 100 large cap U.S.-listed companies that meet a diverse set of environmental, social, and governance (ESG) standards.

Grade (RS Rating)

Last Trade

$38.36

Average Daily Volume

6,331

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SHE	CHGX
30 Days	3.84%	3.12%
60 Days	11.54%	10.93%
90 Days	3.83%	5.33%
12 Months	37.63%	31.89%

39 Overlapping Holdings

Symbol	Grade	Weight in SHE	Weight in CHGX	Overlap
AAPL	C	4.37%	0.98%	0.98%
ABT	C	0.73%	0.98%	0.73%
ACN	B	4.32%	1.02%	1.02%
ADSK	B	1.13%	1.04%	1.04%
AWK	D	0.14%	0.98%	0.14%
AXP	A	0.63%	1.02%	0.63%
BK	A	0.2%	1.03%	0.2%
CARR	A	0.21%	1.08%	0.21%
CAT	A	0.99%	1.08%	0.99%
CHD	D	0.08%	0.99%	0.08%
CSCO	A	3.77%	1.03%	1.03%
DE	C	0.36%	1.05%	0.36%
DECK	B	0.13%	0.97%	0.13%
EA	D	0.12%	0.93%	0.12%
ECL	C	0.21%	0.99%	0.21%
FIS	A	0.17%	0.99%	0.17%
FTNT	A	0.89%	0.99%	0.89%
GIS	C	0.16%	1.01%	0.16%
GWW	B	0.15%	1.04%	0.15%
INTC	D	1.87%	1.07%	1.07%
INTU	F	3.26%	0.99%	0.99%
JNJ	D	1.55%	0.96%	0.96%
LLY	D	2.62%	0.93%	0.93%
MCK	F	0.25%	0.84%	0.25%
MCO	D	0.34%	0.96%	0.34%
MDT	C	0.44%	0.99%	0.44%
MMC	D	0.45%	0.97%	0.45%
MRK	F	1.06%	0.94%	0.94%
NFLX	A	1.58%	1.0%	1.0%
NKE	D	0.51%	1.06%	0.51%
NVDA	B	4.14%	1.02%	1.02%
PGR	B	0.67%	0.98%	0.67%
ROST	D	0.47%	1.0%	0.47%
SCHW	D	0.4%	0.97%	0.4%
SPG	A	0.21%	0.98%	0.21%
SPGI	C	0.6%	0.98%	0.6%
SQ	D	0.14%	0.99%	0.14%
TJX	D	1.22%	0.99%	0.99%
V	B	1.5%	0.97%	0.97%

SHE Overweight 197 Positions Relative to CHGX

Symbol	Grade	Weight
META	A	4.68%
MSFT	D	4.37%
JPM	C	2.45%
UNH	B	1.75%
PG	D	1.64%
XOM	A	1.45%
BKNG	B	1.18%
KO	C	1.17%
COST	C	1.12%
BAC	B	1.07%
LOW	C	0.98%
LIN	C	0.97%
SBUX	B	0.96%
CVX	B	0.94%
VZ	C	0.88%
WFC	B	0.78%
T	B	0.64%
CMG	C	0.63%
UBER	C	0.63%
GE	B	0.61%
MAR	A	0.59%
CDW	D	0.56%
HLT	A	0.52%
RTX	A	0.5%
ANSS	D	0.49%
C	B	0.48%
HON	C	0.48%
HUBS	D	0.47%
ETN	B	0.47%
TMUS	A	0.46%
VRTX	D	0.44%
TYL	D	0.43%
GDDY	B	0.41%
GILD	A	0.39%
ABNB	D	0.36%
CI	D	0.35%
ZTS	C	0.35%
TT	A	0.33%
NOC	B	0.32%
CL	D	0.31%
FLUT	B	0.3%
CVS	D	0.3%
TGT	C	0.29%
DUK	C	0.29%
BA	F	0.29%
PNC	C	0.29%
LULU	D	0.29%
ITW	C	0.29%
TSCO	A	0.28%
NEM	C	0.28%
DHI	C	0.27%
MMM	C	0.27%
EQIX	C	0.26%
AKAM	D	0.26%
RCL	B	0.25%
D	A	0.24%
TFC	D	0.23%
CMI	A	0.23%
JCI	C	0.23%
EMR	B	0.22%
WCN	D	0.21%
DLR	C	0.21%
PSA	C	0.21%
FDX	F	0.21%
AIG	C	0.2%
PRU	B	0.2%
EOG	B	0.2%
COF	A	0.2%
TWLO	B	0.19%
NSC	C	0.18%
ULTA	D	0.18%
AEP	C	0.18%
PEG	A	0.18%
O	C	0.18%
ALL	A	0.18%
IDXX	D	0.17%
VST	A	0.17%
WSM	C	0.17%
HIG	A	0.16%
CNC	F	0.16%
BURL	C	0.16%
PSX	D	0.16%
OXY	D	0.15%
DOW	B	0.15%
EIX	C	0.15%
EBAY	A	0.15%
EXC	C	0.15%
CHTR	D	0.15%
KR	C	0.15%
APTV	D	0.15%
LNG	A	0.15%
VICI	C	0.15%
ED	C	0.14%
CSGP	F	0.14%
WTW	C	0.13%
DTE	B	0.13%
XYL	C	0.13%
ALNY	C	0.13%
VLTO	A	0.13%
STZ	D	0.13%
EXR	D	0.13%
IRM	B	0.13%
DD	C	0.12%
XEL	C	0.12%
FITB	C	0.12%
MTB	A	0.12%
TTD	A	0.12%
BKR	B	0.12%
VTR	C	0.12%
CAH	B	0.11%
AVB	C	0.11%
BIIB	F	0.11%
WEC	B	0.11%
ROK	D	0.11%
FTV	C	0.11%
FANG	D	0.11%
HSY	D	0.11%
ADM	F	0.1%
WBD	F	0.1%
LVS	B	0.1%
EL	D	0.1%
WAB	A	0.1%
ETR	A	0.1%
BBY	C	0.1%
HUBB	A	0.09%
IFF	D	0.09%
CLX	C	0.09%
TROW	D	0.09%
EQR	C	0.09%
DKS	D	0.09%
INVH	D	0.09%
PPL	C	0.09%
BR	B	0.09%
GPN	F	0.09%
J	F	0.08%
ILMN	B	0.08%
AEE	A	0.08%
TTWO	D	0.08%
DG	F	0.08%
LYB	B	0.08%
PFG	A	0.08%
RF	B	0.08%
WY	C	0.08%
SW	C	0.08%
CNP	B	0.08%
LDOS	A	0.08%
TRU	C	0.07%
KIM	C	0.07%
OMC	C	0.07%
NTRS	B	0.07%
KMX	F	0.07%
CMS	A	0.07%
SWK	C	0.07%
FDS	C	0.07%
MGM	D	0.07%
SYF	A	0.07%
SSNC	C	0.07%
PINS	D	0.07%
MAA	D	0.07%
AMCR	C	0.07%
SNAP	D	0.06%
CE	D	0.06%
IPG	D	0.06%
HST	D	0.06%
EQT	C	0.06%
KEY	B	0.06%
LPLA	D	0.06%
PNR	C	0.06%
AMH	D	0.05%
TFX	C	0.05%
RPM	A	0.05%
SJM	D	0.05%
WYNN	B	0.05%
ACM	A	0.05%
TXT	F	0.05%
UTHR	C	0.05%
OC	C	0.05%
TSN	D	0.05%
Z	C	0.04%
CRL	F	0.04%
OVV	D	0.04%
INCY	B	0.04%
RIVN	F	0.04%
BBWI	F	0.04%
NBIX	F	0.04%
PARA	F	0.04%
AIZ	B	0.04%
HRL	F	0.04%
ACI	F	0.03%
APA	F	0.03%
WBA	F	0.03%
NWSA	D	0.03%
DAL	C	0.03%
CPB	D	0.03%
DAY	C	0.03%
ALB	D	0.03%
LUV	B	0.02%

SHE Underweight 60 Positions Relative to CHGX

Symbol	Grade	Weight
ORCL	A	-1.17%
MU	D	-1.12%
AMD	C	-1.11%
IBM	A	-1.09%
PYPL	A	-1.09%
FICO	C	-1.09%
ANET	A	-1.08%
AVGO	B	-1.08%
CRM	B	-1.07%
PHM	C	-1.05%
DIS	D	-1.04%
STLD	C	-1.03%
IT	A	-1.03%
ORA	C	-1.02%
NOW	B	-1.02%
CMCSA	B	-1.02%
AMP	A	-1.02%
ORLY	A	-1.01%
A	B	-1.01%
STT	A	-1.0%
CME	A	-1.0%
CRWD	D	-1.0%
MA	A	-1.0%
HPQ	B	-1.0%
CDNS	D	-1.0%
HCA	C	-1.0%
SYK	C	-0.99%
AZO	D	-0.99%
LEN	C	-0.99%
NDAQ	C	-0.99%
TMO	D	-0.99%
AON	A	-0.99%
MPWR	B	-0.99%
SNPS	F	-0.98%
GOOG	B	-0.98%
CTSH	B	-0.98%
ADP	A	-0.98%
GOOGL	B	-0.98%
ROP	D	-0.98%
PFE	D	-0.98%
SYY	D	-0.98%
KLAC	B	-0.97%
CPRT	B	-0.97%
QCOM	D	-0.97%
ADI	B	-0.97%
VRSK	D	-0.96%
TXN	C	-0.96%
MSCI	B	-0.96%
MCHP	F	-0.96%
ABBV	C	-0.96%
ICE	A	-0.96%
PLD	D	-0.96%
MRVL	C	-0.95%
AMGN	D	-0.94%
ON	F	-0.93%
EFX	D	-0.93%
WDAY	D	-0.92%
PANW	B	-0.92%
IQV	F	-0.92%
ADBE	F	-0.88%