SHE vs. EFIV ETF Comparison
Comparison of SPDR SSGA Gender Diversity Index ETF (SHE) to SPDR S&P 500 ESG ETF (EFIV)
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
$114.16
Average Daily Volume
3,542
Number of Holdings
*
236
* may have additional holdings in another (foreign) market
EFIV
SPDR S&P 500 ESG ETF
EFIV Description
• Seeks to provide investment results that, before fees and expenses, correspond generally to the S&P 500 ESG Index • EFIV is designed to track an index that is designed to select S&P 500 firms meeting certain sustainability criteria (criteria related to environmental, social and governance factors) while maintaining similar overall industry group weights as the S&P 500 Index • EFIV may serve as a potential ESG core exposure, based on its focus on sustainability criteria and comprehensive market coverage of the flagship core S&P 500 IndexGrade (RS Rating)
Last Trade
$55.35
Average Daily Volume
126,970
Number of Holdings
*
316
* may have additional holdings in another (foreign) market
Performance
| Period | SHE | EFIV |
|---|---|---|
| 30 Days | 3.11% | 1.58% |
| 60 Days | 4.63% | 2.96% |
| 90 Days | 5.52% | 4.08% |
| 12 Months | 31.97% | 29.90% |
156 Overlapping Holdings
| Symbol | Grade | Weight in SHE | Weight in EFIV | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 4.41% | 9.5% | 4.41% | |
| ABT | C | 0.78% | 0.6% | 0.6% | |
| ACN | C | 4.48% | 0.65% | 0.65% | |
| ADM | D | 0.1% | 0.09% | 0.09% | |
| ADSK | C | 1.12% | 0.16% | 0.16% | |
| AIG | D | 0.2% | 0.14% | 0.14% | |
| AIZ | B | 0.04% | 0.03% | 0.03% | |
| AKAM | D | 0.26% | 0.04% | 0.04% | |
| ALB | D | 0.03% | 0.03% | 0.03% | |
| ALL | B | 0.19% | 0.14% | 0.14% | |
| AMCR | B | 0.07% | 0.05% | 0.05% | |
| APTV | D | 0.14% | 0.05% | 0.05% | |
| AVB | B | 0.11% | 0.1% | 0.1% | |
| AWK | B | 0.14% | 0.08% | 0.08% | |
| AXP | B | 0.61% | 0.43% | 0.43% | |
| BAC | D | 1.1% | 0.78% | 0.78% | |
| BBWI | F | 0.03% | 0.02% | 0.02% | |
| BBY | C | 0.1% | 0.06% | 0.06% | |
| BIIB | F | 0.12% | 0.09% | 0.09% | |
| BK | B | 0.2% | 0.15% | 0.15% | |
| BKR | C | 0.11% | 0.1% | 0.1% | |
| BR | D | 0.1% | 0.07% | 0.07% | |
| C | C | 0.46% | 0.32% | 0.32% | |
| CAH | C | 0.11% | 0.08% | 0.08% | |
| CARR | B | 0.2% | 0.19% | 0.19% | |
| CAT | B | 0.88% | 0.49% | 0.49% | |
| CI | C | 0.37% | 0.3% | 0.3% | |
| CL | D | 0.33% | 0.26% | 0.26% | |
| CMG | C | 0.63% | 0.23% | 0.23% | |
| CMI | C | 0.21% | 0.12% | 0.12% | |
| CNC | D | 0.16% | 0.12% | 0.12% | |
| COF | B | 0.19% | 0.16% | 0.16% | |
| COST | B | 1.17% | 1.2% | 1.17% | |
| CPB | C | 0.03% | 0.03% | 0.03% | |
| CRL | F | 0.04% | 0.03% | 0.03% | |
| CSCO | C | 3.61% | 0.59% | 0.59% | |
| CSGP | D | 0.16% | 0.09% | 0.09% | |
| CVS | D | 0.28% | 0.21% | 0.21% | |
| CVX | D | 0.92% | 0.71% | 0.71% | |
| DAL | C | 0.03% | 0.08% | 0.03% | |
| DAY | D | 0.03% | 0.03% | 0.03% | |
| DE | B | 0.35% | 0.3% | 0.3% | |
| DECK | C | 0.13% | 0.07% | 0.07% | |
| DHI | B | 0.27% | 0.17% | 0.17% | |
| DLR | B | 0.21% | 0.15% | 0.15% | |
| DOW | D | 0.14% | 0.1% | 0.1% | |
| EA | D | 0.12% | 0.1% | 0.1% | |
| EBAY | B | 0.14% | 0.1% | 0.1% | |
| ECL | B | 0.21% | 0.19% | 0.19% | |
| ED | C | 0.15% | 0.11% | 0.11% | |
| EIX | C | 0.15% | 0.1% | 0.1% | |
| EL | F | 0.09% | 0.06% | 0.06% | |
| EMR | D | 0.21% | 0.17% | 0.17% | |
| EQIX | C | 0.26% | 0.25% | 0.25% | |
| EQR | B | 0.1% | 0.08% | 0.08% | |
| EQT | D | 0.06% | 0.06% | 0.06% | |
| ETN | C | 0.44% | 0.36% | 0.36% | |
| ETR | B | 0.1% | 0.08% | 0.08% | |
| EXC | C | 0.15% | 0.12% | 0.12% | |
| EXR | B | 0.13% | 0.11% | 0.11% | |
| FANG | D | 0.11% | 0.09% | 0.09% | |
| FDS | C | 0.07% | 0.05% | 0.05% | |
| FIS | B | 0.18% | 0.14% | 0.14% | |
| FITB | B | 0.12% | 0.08% | 0.08% | |
| FTV | C | 0.1% | 0.08% | 0.08% | |
| GE | B | 0.56% | 0.55% | 0.55% | |
| GILD | B | 0.4% | 0.31% | 0.31% | |
| GIS | B | 0.16% | 0.12% | 0.12% | |
| GPN | D | 0.11% | 0.08% | 0.08% | |
| GWW | B | 0.15% | 0.13% | 0.13% | |
| HIG | B | 0.16% | 0.1% | 0.1% | |
| HLT | B | 0.48% | 0.16% | 0.16% | |
| HRL | C | 0.04% | 0.03% | 0.03% | |
| HST | C | 0.06% | 0.04% | 0.04% | |
| HSY | C | 0.12% | 0.09% | 0.09% | |
| HUBB | B | 0.08% | 0.06% | 0.06% | |
| IDXX | C | 0.17% | 0.12% | 0.12% | |
| IFF | B | 0.09% | 0.08% | 0.08% | |
| INCY | C | 0.04% | 0.03% | 0.03% | |
| INTC | F | 1.59% | 0.24% | 0.24% | |
| IPG | C | 0.06% | 0.03% | 0.03% | |
| IRM | C | 0.14% | 0.1% | 0.1% | |
| ITW | C | 0.28% | 0.2% | 0.2% | |
| JCI | B | 0.22% | 0.14% | 0.14% | |
| JPM | D | 2.49% | 1.75% | 1.75% | |
| KEY | B | 0.06% | 0.04% | 0.04% | |
| KIM | C | 0.07% | 0.05% | 0.05% | |
| KMX | D | 0.07% | 0.04% | 0.04% | |
| KO | C | 1.2% | 0.82% | 0.82% | |
| KR | C | 0.14% | 0.11% | 0.11% | |
| LIN | B | 0.97% | 0.66% | 0.66% | |
| LLY | C | 2.84% | 2.21% | 2.21% | |
| LOW | B | 0.94% | 0.43% | 0.43% | |
| LULU | D | 0.28% | 0.09% | 0.09% | |
| LVS | D | 0.08% | 0.04% | 0.04% | |
| LYB | D | 0.08% | 0.07% | 0.07% | |
| MAR | C | 0.55% | 0.17% | 0.17% | |
| MCO | B | 0.36% | 0.22% | 0.22% | |
| MDT | C | 0.46% | 0.35% | 0.35% | |
| MGM | F | 0.06% | 0.03% | 0.03% | |
| MMC | C | 0.47% | 0.34% | 0.34% | |
| MRK | D | 1.11% | 0.86% | 0.86% | |
| MSFT | C | 4.47% | 9.39% | 4.47% | |
| MTB | B | 0.12% | 0.08% | 0.08% | |
| NEM | B | 0.27% | 0.18% | 0.18% | |
| NKE | D | 0.46% | 0.28% | 0.28% | |
| NSC | C | 0.19% | 0.17% | 0.17% | |
| NTRS | A | 0.07% | 0.05% | 0.05% | |
| NVDA | D | 4.12% | 8.67% | 4.12% | |
| NWSA | D | 0.03% | 0.03% | 0.03% | |
| OMC | B | 0.07% | 0.06% | 0.06% | |
| OXY | F | 0.15% | 0.1% | 0.1% | |
| PARA | F | 0.04% | 0.01% | 0.01% | |
| PEG | B | 0.17% | 0.12% | 0.12% | |
| PFG | B | 0.08% | 0.05% | 0.05% | |
| PG | C | 1.7% | 1.21% | 1.21% | |
| PNC | B | 0.29% | 0.21% | 0.21% | |
| PNR | B | 0.06% | 0.04% | 0.04% | |
| PRU | C | 0.19% | 0.12% | 0.12% | |
| PSA | B | 0.22% | 0.17% | 0.17% | |
| PSX | F | 0.16% | 0.16% | 0.16% | |
| RCL | B | 0.23% | 0.12% | 0.12% | |
| RF | B | 0.08% | 0.06% | 0.06% | |
| ROK | D | 0.11% | 0.09% | 0.09% | |
| ROST | C | 0.48% | 0.15% | 0.15% | |
| SBUX | C | 1.0% | 0.33% | 0.33% | |
| SCHW | D | 0.41% | 0.27% | 0.27% | |
| SJM | C | 0.05% | 0.04% | 0.04% | |
| SPGI | B | 0.63% | 0.49% | 0.49% | |
| SW | B | 0.07% | 0.07% | 0.07% | |
| SWK | B | 0.06% | 0.04% | 0.04% | |
| SYF | C | 0.07% | 0.06% | 0.06% | |
| T | C | 0.65% | 0.46% | 0.46% | |
| TFC | C | 0.23% | 0.16% | 0.16% | |
| TFX | C | 0.05% | 0.03% | 0.03% | |
| TGT | C | 0.28% | 0.2% | 0.2% | |
| TJX | B | 1.27% | 0.39% | 0.39% | |
| TMUS | C | 0.46% | 0.31% | 0.31% | |
| TROW | D | 0.09% | 0.07% | 0.07% | |
| TSCO | C | 0.28% | 0.09% | 0.09% | |
| TSN | C | 0.06% | 0.05% | 0.05% | |
| TT | B | 0.31% | 0.24% | 0.24% | |
| TTWO | C | 0.08% | 0.07% | 0.07% | |
| UBER | C | 0.61% | 0.42% | 0.42% | |
| ULTA | D | 0.17% | 0.05% | 0.05% | |
| UNH | C | 1.84% | 1.6% | 1.6% | |
| V | C | 1.6% | 1.33% | 1.33% | |
| VTR | C | 0.13% | 0.08% | 0.08% | |
| WAB | B | 0.1% | 0.09% | 0.09% | |
| WBA | F | 0.03% | 0.02% | 0.02% | |
| WTW | C | 0.13% | 0.09% | 0.09% | |
| WY | C | 0.08% | 0.07% | 0.07% | |
| WYNN | D | 0.04% | 0.02% | 0.02% | |
| XOM | C | 1.42% | 1.48% | 1.42% | |
| XYL | C | 0.13% | 0.09% | 0.09% | |
| ZTS | C | 0.36% | 0.26% | 0.26% |
SHE Overweight 80 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | B | 4.36% | |
| INTU | C | 3.5% | |
| JNJ | C | 1.64% | |
| NFLX | B | 1.58% | |
| BKNG | C | 1.1% | |
| FTNT | C | 0.91% | |
| VZ | B | 0.89% | |
| WFC | D | 0.77% | |
| PGR | B | 0.69% | |
| CDW | D | 0.55% | |
| RTX | C | 0.51% | |
| HON | D | 0.49% | |
| ANSS | D | 0.49% | |
| VRTX | D | 0.46% | |
| HUBS | D | 0.45% | |
| TYL | C | 0.45% | |
| GDDY | C | 0.41% | |
| ABNB | D | 0.34% | |
| NOC | B | 0.33% | |
| BA | F | 0.31% | |
| DUK | C | 0.3% | |
| FLUT | B | 0.28% | |
| MCK | F | 0.27% | |
| MMM | B | 0.26% | |
| D | C | 0.25% | |
| FDX | C | 0.24% | |
| WCN | D | 0.22% | |
| SPG | B | 0.21% | |
| EOG | D | 0.2% | |
| AEP | C | 0.19% | |
| O | C | 0.19% | |
| TWLO | D | 0.18% | |
| BURL | B | 0.17% | |
| WSM | D | 0.16% | |
| CHTR | D | 0.16% | |
| VICI | C | 0.16% | |
| LNG | C | 0.15% | |
| SQ | D | 0.14% | |
| ALNY | C | 0.13% | |
| DTE | C | 0.13% | |
| STZ | D | 0.13% | |
| VLTO | C | 0.13% | |
| XEL | B | 0.12% | |
| VST | C | 0.12% | |
| DD | B | 0.11% | |
| WEC | C | 0.11% | |
| TTD | B | 0.11% | |
| INVH | C | 0.1% | |
| CLX | C | 0.09% | |
| DKS | D | 0.09% | |
| PPL | C | 0.09% | |
| ILMN | C | 0.08% | |
| AEE | C | 0.08% | |
| DG | F | 0.08% | |
| MAA | B | 0.08% | |
| CHD | D | 0.08% | |
| CNP | C | 0.08% | |
| LDOS | B | 0.08% | |
| WBD | D | 0.08% | |
| PINS | F | 0.07% | |
| CMS | C | 0.07% | |
| J | C | 0.07% | |
| SSNC | B | 0.07% | |
| LPLA | D | 0.06% | |
| TRU | B | 0.06% | |
| NBIX | F | 0.05% | |
| RPM | B | 0.05% | |
| SNAP | F | 0.05% | |
| RIVN | F | 0.05% | |
| AMH | C | 0.05% | |
| ACM | B | 0.05% | |
| CE | F | 0.05% | |
| OC | D | 0.05% | |
| TXT | D | 0.05% | |
| UTHR | C | 0.05% | |
| OVV | F | 0.04% | |
| ACI | F | 0.03% | |
| APA | F | 0.03% | |
| Z | B | 0.03% | |
| LUV | C | 0.02% |
SHE Underweight 160 Positions Relative to EFIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOGL | D | -2.69% | |
| GOOG | D | -2.25% | |
| TSLA | C | -1.89% | |
| MA | B | -1.2% | |
| HD | B | -1.1% | |
| WMT | C | -1.01% | |
| ABBV | C | -1.01% | |
| ADBE | F | -0.78% | |
| CRM | D | -0.73% | |
| AMD | D | -0.72% | |
| PEP | C | -0.72% | |
| MCD | B | -0.62% | |
| QCOM | D | -0.55% | |
| DHR | B | -0.53% | |
| AMGN | B | -0.52% | |
| NEE | C | -0.51% | |
| PFE | C | -0.49% | |
| DIS | D | -0.48% | |
| CMCSA | D | -0.46% | |
| UNP | C | -0.45% | |
| AMAT | D | -0.45% | |
| GS | C | -0.45% | |
| ELV | C | -0.38% | |
| REGN | C | -0.37% | |
| SYK | C | -0.37% | |
| BLK | B | -0.37% | |
| PLD | C | -0.36% | |
| MS | D | -0.36% | |
| BSX | B | -0.36% | |
| CB | B | -0.35% | |
| ADP | B | -0.34% | |
| AMT | C | -0.33% | |
| MU | F | -0.29% | |
| LRCX | F | -0.29% | |
| BMY | C | -0.29% | |
| KLAC | D | -0.29% | |
| MDLZ | B | -0.29% | |
| UPS | D | -0.28% | |
| ICE | C | -0.27% | |
| SHW | B | -0.26% | |
| WM | D | -0.23% | |
| WELL | C | -0.23% | |
| CME | C | -0.23% | |
| PYPL | B | -0.22% | |
| PH | B | -0.22% | |
| AON | B | -0.22% | |
| CTAS | B | -0.21% | |
| BDX | D | -0.2% | |
| USB | B | -0.2% | |
| AJG | D | -0.19% | |
| CSX | D | -0.19% | |
| FCX | D | -0.18% | |
| APD | B | -0.18% | |
| AFL | C | -0.17% | |
| MPC | F | -0.17% | |
| SLB | F | -0.17% | |
| GM | C | -0.16% | |
| OKE | B | -0.16% | |
| TRV | C | -0.16% | |
| WMB | B | -0.16% | |
| PCAR | D | -0.15% | |
| SRE | C | -0.15% | |
| MET | B | -0.14% | |
| URI | B | -0.14% | |
| PAYX | C | -0.13% | |
| AMP | A | -0.13% | |
| TEL | D | -0.13% | |
| MSCI | C | -0.13% | |
| VLO | F | -0.13% | |
| PWR | B | -0.12% | |
| HUM | F | -0.12% | |
| A | C | -0.12% | |
| KMI | B | -0.12% | |
| EW | F | -0.12% | |
| ACGL | C | -0.12% | |
| RSG | D | -0.12% | |
| CBRE | A | -0.11% | |
| IR | C | -0.11% | |
| RMD | C | -0.11% | |
| OTIS | C | -0.11% | |
| YUM | D | -0.11% | |
| SYY | D | -0.11% | |
| AME | C | -0.11% | |
| KDP | B | -0.11% | |
| VRSK | D | -0.11% | |
| CTVA | B | -0.11% | |
| TRGP | B | -0.1% | |
| HES | F | -0.1% | |
| PPG | D | -0.09% | |
| ON | D | -0.09% | |
| NDAQ | A | -0.09% | |
| MTD | D | -0.09% | |
| DFS | B | -0.09% | |
| SBAC | C | -0.08% | |
| DOV | B | -0.08% | |
| AXON | B | -0.08% | |
| KHC | C | -0.08% | |
| PHM | B | -0.08% | |
| HPQ | D | -0.08% | |
| CPAY | B | -0.07% | |
| MRNA | F | -0.07% | |
| ES | C | -0.07% | |
| STT | A | -0.07% | |
| HAL | F | -0.07% | |
| DVN | F | -0.07% | |
| WAT | C | -0.06% | |
| HOLX | B | -0.06% | |
| ARE | C | -0.06% | |
| GPC | D | -0.06% | |
| BAX | C | -0.06% | |
| BALL | C | -0.06% | |
| WDC | D | -0.06% | |
| HBAN | B | -0.06% | |
| MKC | C | -0.06% | |
| K | B | -0.06% | |
| ZBH | F | -0.06% | |
| RJF | C | -0.06% | |
| HPE | D | -0.06% | |
| CBOE | C | -0.06% | |
| DOC | C | -0.05% | |
| DGX | B | -0.05% | |
| EG | C | -0.05% | |
| CCL | C | -0.05% | |
| EXPE | C | -0.05% | |
| AVY | C | -0.05% | |
| MAS | B | -0.05% | |
| CFG | C | -0.05% | |
| ALLE | B | -0.04% | |
| REG | C | -0.04% | |
| JKHY | B | -0.04% | |
| JBHT | D | -0.04% | |
| POOL | C | -0.04% | |
| UDR | C | -0.04% | |
| CF | C | -0.04% | |
| IEX | D | -0.04% | |
| CAG | C | -0.04% | |
| FRT | C | -0.03% | |
| GL | C | -0.03% | |
| HAS | B | -0.03% | |
| LW | D | -0.03% | |
| TPR | C | -0.03% | |
| TAP | D | -0.03% | |
| MKTX | C | -0.03% | |
| LKQ | F | -0.03% | |
| BXP | B | -0.03% | |
| CHRW | B | -0.03% | |
| BEN | F | -0.02% | |
| ETSY | F | -0.02% | |
| BIO | C | -0.02% | |
| AAL | D | -0.02% | |
| IVZ | B | -0.02% | |
| RL | C | -0.02% | |
| BWA | D | -0.02% | |
| MHK | C | -0.02% | |
| FMC | C | -0.02% | |
| CZR | C | -0.02% | |
| NCLH | C | -0.02% | |
| MOS | F | -0.02% | |
| DVA | B | -0.02% | |
| NWS | D | -0.01% |
SHE: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Diversified Industrials
Banks - Regional - US
Oil & Gas E&P
Specialty Chemicals
Specialty Retail
Biotechnology
Business Services
Capital Markets
Drug Manufacturers - Major
Household & Personal Products
REIT - Residential
Aerospace & Defense
Apparel Stores
Banks - Global
Credit Services
Discount Stores
Health Care Plans
Internet Content & Information
EFIV: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Banks - Regional - US
Capital Markets
Packaged Foods
Asset Management
Diagnostics & Research
Drug Manufacturers - Major
Credit Services
Specialty Chemicals
Health Care Plans
Leisure
Medical Devices
Software - Application
Specialty Retail
Insurance - Life
Medical Instruments & Supplies
Oil & Gas E&P
Semiconductors
Agricultural Inputs
Compare ETFs
