SHE
+6.24 · +4.88%
$134.05 · NYSE ARCA

SPDR® SSGA Gender Diversity Index ETF (SHE) ETF Analysis | Large Blend

State Street Investment Management · United States
AUM:$292.7M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 12.5% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.20% — competitive for the exposure provided.

What is SHE?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
SHE returned 12.5% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.20% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 32.3% of the ETF — a moderate level of name concentration.
ETF Information
AUM$292.7M
Expense Ratio0.20%
Dividend Yield1.15%
Holdings50
Inception DateMar 2016
DomicileUnited States
DistributionNA
Index
ProviderState Street Investment Management
Beta0.96
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would SHE affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+18.7%
1Y
+27.0%
3Y
+84.8%
5Y
+60.0%
OpenBook InsightIf you had invested £10,000 in SHE 5 years ago, it would have grown to £16,004 — a gain of £6,004.

Annual Returns

Calendar year performance

SHE delivered positive returns in 4 of the last 5 calendar years.
YearSHE
2026 YTD+20.3%
2025+15.7%
2024+24.1%
2023+22.5%
2022-21.7%
CAGR 4yr+8.3%
4/5 positive yearsAvg return: +12.2%Worst year: -21.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
11.8%
Low
Momentum
+5.1%
30-day change
Support Level
155.92
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.