SHE vs. CARZ ETF Comparison

Comparison of SPDR SSGA Gender Diversity Index ETF (SHE) to First Trust NASDAQ Global Auto Index Fund (CARZ)

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

$119.47

Average Daily Volume

3,456

Number of Holdings ^*

239

* may have additional holdings in another (foreign) market

CARZ

First Trust NASDAQ Global Auto Index Fund

CARZ Description

The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the NASDAQ OMX Global Auto Index(SM). The index is owned and was developed by The NASDAQ OMX Group, Inc. (the "Index Provider"). The index Provider has contracted with Standard & Poor's to calculate and maintain the index. The index is designed to track the performance of the largest and most liquid companies engaged in manufacturing of automobiles. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$57.13

Average Daily Volume

2,216

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	SHE	CARZ
30 Days	2.27%	-0.63%
60 Days	5.90%	3.23%
90 Days	7.07%	1.20%
12 Months	33.56%	9.53%

8 Overlapping Holdings

Symbol	Grade	Weight in SHE	Weight in CARZ	Overlap
AAPL	C	4.14%	4.56%	4.14%
ALB	B	0.04%	0.5%	0.04%
APTV	F	0.11%	0.39%	0.11%
CMI	A	0.24%	0.84%	0.24%
INTC	C	1.87%	1.84%	1.84%
MSFT	D	4.17%	4.7%	4.17%
NVDA	B	4.79%	4.98%	4.79%
RIVN	F	0.04%	0.51%	0.04%

SHE Overweight 231 Positions Relative to CARZ

Symbol	Grade	Weight
META	D	4.59%
ACN	B	4.39%
CSCO	B	4.03%
INTU	B	3.56%
JPM	A	2.69%
LLY	F	2.32%
NFLX	A	1.78%
UNH	B	1.75%
V	A	1.62%
PG	C	1.5%
XOM	B	1.46%
JNJ	C	1.41%
BKNG	A	1.33%
ADSK	A	1.25%
TJX	A	1.21%
BAC	A	1.2%
COST	A	1.13%
FTNT	C	1.08%
KO	D	0.99%
CVX	A	0.98%
WFC	A	0.97%
LOW	C	0.96%
SBUX	A	0.94%
CAT	B	0.94%
MRK	D	0.89%
LIN	C	0.89%
VZ	C	0.77%
ABT	B	0.73%
PGR	A	0.67%
AXP	A	0.65%
MAR	A	0.65%
T	A	0.63%
CMG	B	0.63%
GE	D	0.58%
SPGI	C	0.58%
HUBS	A	0.58%
UBER	F	0.57%
HLT	A	0.53%
HON	C	0.52%
TMUS	B	0.52%
ETN	A	0.51%
C	A	0.51%
RTX	D	0.5%
ANSS	B	0.49%
SCHW	B	0.47%
GDDY	A	0.47%
VRTX	D	0.45%
CDW	F	0.44%
TYL	B	0.44%
MMC	B	0.43%
NKE	F	0.42%
GILD	C	0.42%
ROST	D	0.41%
MDT	D	0.41%
ABNB	C	0.36%
TT	A	0.34%
LULU	C	0.33%
MCO	B	0.33%
CI	D	0.32%
PNC	B	0.32%
DE	B	0.32%
NOC	D	0.31%
ZTS	D	0.31%
MCK	A	0.31%
RCL	A	0.31%
FLUT	A	0.31%
ITW	B	0.29%
TWLO	A	0.28%
DUK	C	0.27%
TGT	F	0.27%
TSCO	D	0.26%
CL	D	0.26%
BA	F	0.26%
MMM	D	0.25%
CVS	D	0.25%
EQIX	A	0.25%
EMR	B	0.25%
TFC	A	0.24%
COF	C	0.24%
JCI	B	0.24%
D	C	0.23%
DHI	F	0.22%
DLR	B	0.22%
AKAM	D	0.22%
SPG	A	0.22%
FDX	B	0.22%
EOG	A	0.21%
WCN	A	0.21%
BK	A	0.21%
VST	A	0.2%
ECL	D	0.2%
NEM	D	0.2%
CARR	C	0.19%
PSA	C	0.19%
AIG	B	0.19%
PRU	A	0.19%
CHTR	C	0.18%
NSC	B	0.18%
ALL	A	0.18%
PEG	A	0.17%
GWW	B	0.17%
LNG	A	0.17%
SQ	A	0.17%
FIS	C	0.17%
AEP	C	0.16%
O	C	0.16%
ULTA	F	0.16%
HIG	B	0.15%
KR	B	0.15%
BURL	B	0.15%
COR	B	0.15%
PSX	C	0.15%
IDXX	F	0.14%
BKR	A	0.14%
EBAY	D	0.14%
DECK	A	0.14%
MTB	A	0.14%
CSGP	D	0.14%
WSM	C	0.14%
VICI	C	0.14%
OXY	D	0.14%
ED	C	0.13%
IRM	C	0.13%
GIS	D	0.13%
WTW	B	0.13%
TTD	B	0.13%
EIX	B	0.13%
EXC	C	0.13%
EXR	C	0.12%
STZ	D	0.12%
VLTO	C	0.12%
ALNY	D	0.12%
CNC	D	0.12%
AWK	C	0.12%
XEL	A	0.12%
VTR	B	0.12%
FITB	B	0.12%
EA	A	0.12%
AVB	B	0.11%
WEC	A	0.11%
WAB	B	0.11%
WBD	B	0.11%
ROK	C	0.11%
ETR	B	0.11%
XYL	D	0.11%
FANG	C	0.11%
DTE	C	0.11%
DOW	F	0.11%
CAH	B	0.11%
BR	A	0.1%
LDOS	C	0.1%
HSY	F	0.1%
FTV	C	0.1%
DD	C	0.1%
GPN	B	0.1%
INVH	D	0.09%
EQR	C	0.09%
HUBB	B	0.09%
SYF	B	0.09%
BIIB	F	0.09%
BBY	D	0.09%
RF	A	0.09%
TROW	B	0.09%
TTWO	A	0.09%
PPL	A	0.09%
LVS	B	0.09%
NTRS	A	0.08%
AEE	A	0.08%
PFG	D	0.08%
CHD	A	0.08%
ADM	D	0.08%
SW	A	0.08%
ILMN	C	0.08%
DKS	D	0.08%
LPLA	A	0.08%
CLX	A	0.08%
CNP	A	0.08%
OMC	C	0.07%
KMX	B	0.07%
LYB	F	0.07%
PNR	A	0.07%
DG	F	0.07%
J	D	0.07%
SSNC	B	0.07%
EQT	B	0.07%
KEY	B	0.07%
IFF	D	0.07%
KIM	A	0.07%
MAA	B	0.07%
FDS	B	0.07%
WY	F	0.07%
LH	B	0.07%
HST	C	0.06%
UTHR	C	0.06%
OC	A	0.06%
EL	F	0.06%
AMCR	C	0.06%
TRU	D	0.06%
PINS	F	0.06%
CMS	C	0.06%
MGM	D	0.06%
SJM	D	0.05%
FBIN	D	0.05%
INCY	C	0.05%
RPM	A	0.05%
TXT	D	0.05%
SWK	D	0.05%
IPG	D	0.05%
SNAP	D	0.05%
ACM	B	0.05%
TSN	B	0.05%
DAL	B	0.04%
BBWI	C	0.04%
CRL	D	0.04%
Z	A	0.04%
HRL	D	0.04%
OVV	B	0.04%
PARA	C	0.04%
DAY	B	0.04%
AMH	C	0.04%
AIZ	A	0.04%
NBIX	C	0.04%
WYNN	C	0.04%
CPB	D	0.03%
WBA	F	0.03%
CE	F	0.03%
NWSA	A	0.03%
TFX	F	0.03%
LUV	C	0.02%
APA	D	0.02%
ACI	C	0.02%

SHE Underweight 44 Positions Relative to CARZ

Symbol	Grade	Weight
TSLA	B	-5.97%
GOOGL	C	-4.96%
TSM	B	-4.64%
AMD	F	-3.87%
TXN	C	-3.23%
QCOM	F	-3.14%
TM	F	-2.73%
MU	D	-1.88%
ADI	D	-1.81%
MRVL	B	-1.33%
GM	C	-1.11%
PCAR	B	-1.02%
NXPI	D	-0.98%
F	C	-0.74%
RMBS	B	-0.64%
INDI	C	-0.62%
MCHP	F	-0.59%
HMC	F	-0.58%
SITM	B	-0.57%
MXL	C	-0.56%
SYNA	C	-0.53%
AMBA	B	-0.51%
XPEV	C	-0.51%
PLUG	F	-0.51%
STLA	F	-0.51%
LSCC	D	-0.5%
BWA	D	-0.5%
ON	D	-0.49%
ALGM	D	-0.49%
STM	F	-0.48%
SLAB	F	-0.48%
AUR	C	-0.48%
ST	F	-0.47%
LEA	F	-0.46%
SQM	D	-0.44%
SWKS	F	-0.44%
CRUS	D	-0.43%
CHPT	F	-0.43%
BIDU	F	-0.42%
PSNY	F	-0.42%
LI	F	-0.42%
NIO	F	-0.36%
QRVO	F	-0.33%
LCID	F	-0.32%