SHE vs. CVSE ETF Comparison

Comparison of SPDR SSGA Gender Diversity Index ETF (SHE) to Calvert US Select Equity ETF (CVSE)

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

$119.89

Average Daily Volume

3,450

Number of Holdings ^*

239

* may have additional holdings in another (foreign) market

CVSE

Calvert US Select Equity ETF

CVSE Description

Under normal circumstances, at least 80% of the fund"s net assets (plus any borrowings for investment purposes) will be invested in the equity securities of U.S. issuers. The fund is actively managed, not designed to track a benchmark, and therefore not constrained by the composition of a benchmark. The fund primarily invests in the equity securities of large capitalization U.S. issuers that are involved in economic activities that address global environmental or societal challenges that relate to areas such as environmental sustainability and resource efficiency.

Grade (RS Rating)

Last Trade

$70.50

Average Daily Volume

945

Number of Holdings ^*

178

* may have additional holdings in another (foreign) market

Performance

Period	SHE	CVSE
30 Days	2.93%	2.61%
60 Days	5.56%	4.06%
90 Days	7.44%	5.46%
12 Months	34.03%	30.71%

74 Overlapping Holdings

Symbol	Grade	Weight in SHE	Weight in CVSE	Overlap
AAPL	C	4.14%	6.81%	4.14%
ACN	C	4.39%	1.81%	1.81%
ADSK	A	1.25%	0.36%	0.36%
AKAM	D	0.22%	0.14%	0.14%
ALNY	D	0.12%	0.25%	0.12%
AWK	D	0.12%	0.67%	0.12%
AXP	A	0.65%	0.88%	0.65%
BBY	D	0.09%	0.24%	0.09%
CAT	B	0.94%	0.94%	0.94%
CHD	B	0.08%	0.1%	0.08%
CLX	B	0.08%	0.3%	0.08%
CMI	A	0.24%	1.11%	0.24%
COF	B	0.24%	0.47%	0.24%
CSCO	B	4.03%	0.75%	0.75%
CSGP	D	0.14%	0.08%	0.08%
DE	A	0.32%	0.52%	0.32%
DECK	A	0.14%	0.2%	0.14%
DKS	C	0.08%	0.06%	0.06%
EA	A	0.12%	0.1%	0.1%
EBAY	D	0.14%	0.36%	0.14%
ECL	D	0.2%	0.69%	0.2%
ED	D	0.13%	0.49%	0.13%
EL	F	0.06%	0.22%	0.06%
EMR	A	0.25%	0.47%	0.25%
EQR	B	0.09%	0.18%	0.09%
ETN	A	0.51%	1.42%	0.51%
EXR	D	0.12%	0.15%	0.12%
FIS	C	0.17%	0.16%	0.16%
FITB	A	0.12%	0.35%	0.12%
GILD	C	0.42%	0.34%	0.34%
GIS	D	0.13%	0.91%	0.13%
HIG	B	0.15%	0.21%	0.15%
HST	C	0.06%	0.05%	0.05%
HUBS	A	0.58%	0.31%	0.31%
IDXX	F	0.14%	0.3%	0.14%
INTC	D	1.87%	0.26%	0.26%
INTU	C	3.56%	0.7%	0.7%
IPG	D	0.05%	0.26%	0.05%
ITW	B	0.29%	0.58%	0.29%
KEY	B	0.07%	0.06%	0.06%
LIN	D	0.89%	0.64%	0.64%
LLY	F	2.32%	2.63%	2.32%
LOW	D	0.96%	0.75%	0.75%
LULU	C	0.33%	0.36%	0.33%
MRK	F	0.89%	1.73%	0.89%
MSFT	F	4.17%	7.68%	4.17%
NFLX	A	1.78%	1.55%	1.55%
NKE	D	0.42%	0.25%	0.25%
NVDA	C	4.79%	7.98%	4.79%
OMC	C	0.07%	0.65%	0.07%
PGR	A	0.67%	1.06%	0.67%
PNR	A	0.07%	0.26%	0.07%
PRU	A	0.19%	0.76%	0.19%
RF	A	0.09%	0.19%	0.09%
ROK	B	0.11%	0.31%	0.11%
SCHW	B	0.47%	0.62%	0.47%
SJM	D	0.05%	0.4%	0.05%
SPGI	C	0.58%	2.01%	0.58%
SWK	D	0.05%	0.09%	0.05%
TFC	A	0.24%	0.7%	0.24%
TGT	F	0.27%	0.56%	0.27%
TJX	A	1.21%	0.37%	0.37%
TROW	B	0.09%	0.19%	0.09%
TSCO	D	0.26%	0.28%	0.26%
TT	A	0.34%	0.84%	0.34%
TWLO	A	0.28%	0.12%	0.12%
ULTA	F	0.16%	0.29%	0.16%
V	A	1.62%	1.44%	1.44%
VLTO	D	0.12%	0.05%	0.05%
VRTX	F	0.45%	0.2%	0.2%
VTR	C	0.12%	0.14%	0.12%
VZ	C	0.77%	0.9%	0.77%
WSM	B	0.14%	0.2%	0.14%
XYL	D	0.11%	0.14%	0.11%

SHE Overweight 165 Positions Relative to CVSE

Symbol	Grade	Weight
META	D	4.59%
JPM	A	2.69%
UNH	C	1.75%
PG	A	1.5%
XOM	B	1.46%
JNJ	D	1.41%
BKNG	A	1.33%
BAC	A	1.2%
COST	B	1.13%
FTNT	C	1.08%
KO	D	0.99%
CVX	A	0.98%
WFC	A	0.97%
SBUX	A	0.94%
ABT	B	0.73%
MAR	B	0.65%
T	A	0.63%
CMG	B	0.63%
GE	D	0.58%
UBER	D	0.57%
HLT	A	0.53%
HON	B	0.52%
TMUS	B	0.52%
C	A	0.51%
RTX	C	0.5%
ANSS	B	0.49%
GDDY	A	0.47%
CDW	F	0.44%
TYL	B	0.44%
MMC	B	0.43%
ROST	C	0.41%
MDT	D	0.41%
ABNB	C	0.36%
MCO	B	0.33%
CI	F	0.32%
PNC	B	0.32%
NOC	D	0.31%
ZTS	D	0.31%
MCK	B	0.31%
RCL	A	0.31%
FLUT	A	0.31%
DUK	C	0.27%
CL	D	0.26%
BA	F	0.26%
MMM	D	0.25%
CVS	D	0.25%
EQIX	A	0.25%
JCI	C	0.24%
D	C	0.23%
DHI	D	0.22%
DLR	B	0.22%
SPG	B	0.22%
FDX	B	0.22%
EOG	A	0.21%
WCN	A	0.21%
BK	A	0.21%
VST	B	0.2%
NEM	D	0.2%
CARR	D	0.19%
PSA	D	0.19%
AIG	B	0.19%
CHTR	C	0.18%
NSC	B	0.18%
ALL	A	0.18%
PEG	A	0.17%
GWW	B	0.17%
LNG	B	0.17%
SQ	B	0.17%
AEP	D	0.16%
O	D	0.16%
KR	B	0.15%
BURL	A	0.15%
COR	B	0.15%
PSX	C	0.15%
BKR	B	0.14%
MTB	A	0.14%
VICI	C	0.14%
OXY	D	0.14%
IRM	D	0.13%
WTW	B	0.13%
TTD	B	0.13%
EIX	B	0.13%
EXC	C	0.13%
STZ	D	0.12%
CNC	D	0.12%
XEL	A	0.12%
AVB	B	0.11%
WEC	A	0.11%
WAB	B	0.11%
WBD	C	0.11%
APTV	D	0.11%
ETR	B	0.11%
FANG	D	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	D	0.1%
GPN	B	0.1%
INVH	D	0.09%
HUBB	B	0.09%
SYF	B	0.09%
BIIB	F	0.09%
TTWO	A	0.09%
PPL	B	0.09%
LVS	C	0.09%
NTRS	A	0.08%
AEE	A	0.08%
PFG	D	0.08%
ADM	D	0.08%
SW	A	0.08%
ILMN	D	0.08%
LPLA	A	0.08%
CNP	B	0.08%
KMX	B	0.07%
LYB	F	0.07%
DG	F	0.07%
J	F	0.07%
SSNC	B	0.07%
EQT	B	0.07%
IFF	D	0.07%
KIM	A	0.07%
MAA	B	0.07%
FDS	B	0.07%
WY	D	0.07%
LH	C	0.07%
UTHR	C	0.06%
OC	A	0.06%
AMCR	D	0.06%
TRU	D	0.06%
PINS	D	0.06%
CMS	C	0.06%
MGM	D	0.06%
FBIN	D	0.05%
INCY	C	0.05%
RPM	A	0.05%
TXT	D	0.05%
SNAP	C	0.05%
ACM	A	0.05%
TSN	B	0.05%
DAL	C	0.04%
ALB	C	0.04%
BBWI	D	0.04%
CRL	C	0.04%
Z	A	0.04%
RIVN	F	0.04%
HRL	D	0.04%
OVV	B	0.04%
PARA	C	0.04%
DAY	B	0.04%
AMH	D	0.04%
AIZ	A	0.04%
NBIX	C	0.04%
WYNN	D	0.04%
CPB	D	0.03%
WBA	F	0.03%
CE	F	0.03%
NWSA	B	0.03%
TFX	F	0.03%
LUV	C	0.02%
APA	D	0.02%
ACI	C	0.02%

SHE Underweight 104 Positions Relative to CVSE

Symbol	Grade	Weight
PH	A	-1.66%
MA	C	-1.54%
HD	A	-1.33%
DIS	B	-1.24%
VRSK	A	-1.21%
MET	A	-1.14%
NOW	A	-1.11%
CRM	B	-1.09%
GM	B	-1.04%
ICE	C	-1.0%
ADP	B	-0.84%
BSX	B	-0.82%
AMGN	D	-0.73%
TRV	B	-0.72%
AMAT	F	-0.69%
CBRE	B	-0.69%
URI	B	-0.68%
ADBE	C	-0.67%
ES	D	-0.64%
PLD	D	-0.63%
AMT	D	-0.63%
SHW	A	-0.61%
NUE	C	-0.61%
CFG	B	-0.55%
DFS	B	-0.55%
HPE	B	-0.55%
AMD	F	-0.52%
TXN	C	-0.48%
HUM	C	-0.45%
JLL	D	-0.43%
CDNS	B	-0.43%
BMY	B	-0.41%
BALL	D	-0.4%
STT	A	-0.4%
NDAQ	A	-0.4%
RMD	C	-0.38%
STE	F	-0.36%
MU	D	-0.35%
DHR	F	-0.35%
MKC	D	-0.34%
PYPL	B	-0.32%
DRI	B	-0.31%
A	D	-0.31%
QCOM	F	-0.3%
MORN	B	-0.3%
EW	C	-0.29%
HBAN	A	-0.28%
HOLX	D	-0.28%
WDAY	B	-0.28%
MOS	F	-0.28%
PFE	D	-0.27%
HPQ	B	-0.27%
HAS	D	-0.26%
PRI	A	-0.24%
MTN	C	-0.23%
DAR	C	-0.23%
MSA	D	-0.22%
SNPS	B	-0.22%
EXPD	D	-0.22%
BFAM	D	-0.21%
MSI	B	-0.21%
TPR	B	-0.2%
DELL	C	-0.19%
KLAC	D	-0.19%
FMC	D	-0.18%
WAT	B	-0.18%
CTAS	B	-0.18%
SCI	B	-0.18%
KNX	B	-0.18%
DVA	B	-0.17%
FCN	D	-0.16%
MTG	C	-0.15%
LRCX	F	-0.15%
PANW	C	-0.15%
CNM	D	-0.14%
NEE	D	-0.11%
GAP	C	-0.11%
G	B	-0.11%
EXAS	D	-0.1%
SNOW	C	-0.1%
BXP	D	-0.1%
MSCI	C	-0.1%
REGN	F	-0.1%
RL	B	-0.09%
PLNT	A	-0.09%
GPC	D	-0.09%
IQV	D	-0.09%
TTEK	F	-0.09%
VRSN	F	-0.08%
MAN	D	-0.08%
PODD	C	-0.08%
PCTY	B	-0.08%
BRX	A	-0.06%
RKT	F	-0.06%
FICO	B	-0.05%
LITE	B	-0.05%
ON	D	-0.05%
CIEN	B	-0.05%
FSLR	F	-0.04%
RHI	B	-0.04%
ETSY	D	-0.03%
CPRT	A	-0.03%
HXL	D	-0.03%
MRNA	F	-0.02%