SHE vs. EVUS ETF Comparison

Comparison of SPDR SSGA Gender Diversity Index ETF (SHE) to iShares ESG Aware MSCI USA Value ETF (EVUS)

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

EVUS

iShares ESG Aware MSCI USA Value ETF

EVUS Description

EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.

Grade (RS Rating)

Last Trade

$29.79

Average Daily Volume

2,107

Number of Holdings ^*

234

* may have additional holdings in another (foreign) market

Performance

Period	SHE	EVUS
30 Days	3.11%	3.88%
60 Days	4.63%	6.21%
90 Days	5.52%	8.96%
12 Months	31.97%	24.19%

113 Overlapping Holdings

Symbol	Grade	Weight in SHE	Weight in EVUS	Overlap
ABT	C	0.78%	0.25%	0.25%
ACN	C	4.48%	0.57%	0.57%
ADM	D	0.1%	0.12%	0.1%
AIZ	B	0.04%	0.18%	0.04%
AKAM	D	0.26%	0.14%	0.14%
ANSS	D	0.49%	0.34%	0.34%
AXP	B	0.61%	0.84%	0.61%
BAC	D	1.1%	1.14%	1.1%
BBY	C	0.1%	0.32%	0.1%
BIIB	F	0.12%	0.13%	0.12%
BK	B	0.2%	0.67%	0.2%
BKR	C	0.11%	0.25%	0.11%
BR	D	0.1%	0.71%	0.1%
C	C	0.46%	0.59%	0.46%
CAH	C	0.11%	0.31%	0.11%
CARR	B	0.2%	0.42%	0.2%
CAT	B	0.88%	0.7%	0.7%
CHD	D	0.08%	0.27%	0.08%
CI	C	0.37%	0.67%	0.37%
CLX	C	0.09%	0.44%	0.09%
CMI	C	0.21%	0.67%	0.21%
CMS	C	0.07%	0.41%	0.07%
CNC	D	0.16%	0.24%	0.16%
COF	B	0.19%	0.14%	0.14%
CPB	C	0.03%	0.15%	0.03%
CSCO	C	3.61%	0.9%	0.9%
CVS	D	0.28%	0.1%	0.1%
CVX	D	0.92%	1.14%	0.92%
D	C	0.25%	0.29%	0.25%
DAL	C	0.03%	0.22%	0.03%
DD	B	0.11%	0.09%	0.09%
DE	B	0.35%	0.44%	0.35%
DG	F	0.08%	0.07%	0.07%
DHI	B	0.27%	0.2%	0.2%
DLR	B	0.21%	0.41%	0.21%
DOW	D	0.14%	0.12%	0.12%
EA	D	0.12%	0.37%	0.12%
ECL	B	0.21%	0.68%	0.21%
ED	C	0.15%	0.27%	0.15%
EIX	C	0.15%	0.29%	0.15%
EQIX	C	0.26%	0.59%	0.26%
EQT	D	0.06%	0.12%	0.06%
ETN	C	0.44%	0.25%	0.25%
EXC	C	0.15%	0.37%	0.15%
FANG	D	0.11%	0.11%	0.11%
FDS	C	0.07%	0.18%	0.07%
FDX	C	0.24%	0.24%	0.24%
FIS	B	0.18%	0.25%	0.18%
FLUT	B	0.28%	0.31%	0.28%
FTV	C	0.1%	0.27%	0.1%
GILD	B	0.4%	0.93%	0.4%
GIS	B	0.16%	0.72%	0.16%
HIG	B	0.16%	0.48%	0.16%
HON	D	0.49%	0.79%	0.49%
HRL	C	0.04%	0.13%	0.04%
HUBB	B	0.08%	0.13%	0.08%
IFF	B	0.09%	0.14%	0.09%
INTC	F	1.59%	0.48%	0.48%
IPG	C	0.06%	0.1%	0.06%
IRM	C	0.14%	0.36%	0.14%
ITW	C	0.28%	0.11%	0.11%
J	C	0.07%	0.23%	0.07%
JCI	B	0.22%	0.34%	0.22%
JNJ	C	1.64%	1.58%	1.58%
JPM	D	2.49%	2.43%	2.43%
KMX	D	0.07%	0.09%	0.07%
KO	C	1.2%	1.96%	1.2%
KR	C	0.14%	0.41%	0.14%
LDOS	B	0.08%	0.11%	0.08%
LIN	B	0.97%	0.53%	0.53%
LOW	B	0.94%	0.75%	0.75%
LYB	D	0.08%	0.09%	0.08%
MMC	C	0.47%	0.26%	0.26%
MMM	B	0.26%	0.64%	0.26%
MRK	D	1.11%	0.64%	0.64%
NEM	B	0.27%	0.36%	0.27%
NKE	D	0.46%	0.1%	0.1%
NOC	B	0.33%	0.44%	0.33%
NTRS	A	0.07%	0.14%	0.07%
OC	D	0.05%	0.18%	0.05%
OVV	F	0.04%	0.35%	0.04%
PEG	B	0.17%	0.92%	0.17%
PFG	B	0.08%	0.12%	0.08%
PG	C	1.7%	1.58%	1.58%
PGR	B	0.69%	0.4%	0.4%
PNC	B	0.29%	0.55%	0.29%
PNR	B	0.06%	0.57%	0.06%
PRU	C	0.19%	0.98%	0.19%
PSA	B	0.22%	0.11%	0.11%
PSX	F	0.16%	0.33%	0.16%
ROK	D	0.11%	0.13%	0.11%
RTX	C	0.51%	0.81%	0.51%
SBUX	C	1.0%	0.38%	0.38%
SCHW	D	0.41%	0.31%	0.31%
SPGI	B	0.63%	0.7%	0.63%
STZ	D	0.13%	0.11%	0.11%
SYF	C	0.07%	0.36%	0.07%
T	C	0.65%	0.37%	0.37%
TFC	C	0.23%	0.22%	0.22%
TFX	C	0.05%	0.2%	0.05%
TGT	C	0.28%	0.43%	0.28%
TJX	B	1.27%	0.18%	0.18%
TSCO	C	0.28%	0.25%	0.25%
TWLO	D	0.18%	0.1%	0.1%
ULTA	D	0.17%	0.11%	0.11%
UNH	C	1.84%	2.16%	1.84%
VZ	B	0.89%	0.87%	0.87%
WFC	D	0.77%	0.21%	0.21%
WTW	C	0.13%	0.13%	0.13%
WY	C	0.08%	0.28%	0.08%
XOM	C	1.42%	1.48%	1.42%
XYL	C	0.13%	0.45%	0.13%
ZTS	C	0.36%	0.48%	0.36%

SHE Overweight 123 Positions Relative to EVUS

Symbol	Grade	Weight
MSFT	C	4.47%
AAPL	C	4.41%
META	B	4.36%
NVDA	D	4.12%
INTU	C	3.5%
LLY	C	2.84%
V	C	1.6%
NFLX	B	1.58%
COST	B	1.17%
ADSK	C	1.12%
BKNG	C	1.1%
FTNT	C	0.91%
CMG	C	0.63%
UBER	C	0.61%
GE	B	0.56%
CDW	D	0.55%
MAR	C	0.55%
ROST	C	0.48%
HLT	B	0.48%
MDT	C	0.46%
VRTX	D	0.46%
TMUS	C	0.46%
HUBS	D	0.45%
TYL	C	0.45%
GDDY	C	0.41%
MCO	B	0.36%
ABNB	D	0.34%
CL	D	0.33%
BA	F	0.31%
TT	B	0.31%
DUK	C	0.3%
LULU	D	0.28%
MCK	F	0.27%
RCL	B	0.23%
WCN	D	0.22%
EMR	D	0.21%
SPG	B	0.21%
EOG	D	0.2%
AIG	D	0.2%
AEP	C	0.19%
ALL	B	0.19%
NSC	C	0.19%
O	C	0.19%
BURL	B	0.17%
IDXX	C	0.17%
WSM	D	0.16%
CHTR	D	0.16%
CSGP	D	0.16%
VICI	C	0.16%
OXY	F	0.15%
GWW	B	0.15%
LNG	C	0.15%
SQ	D	0.14%
APTV	D	0.14%
AWK	B	0.14%
EBAY	B	0.14%
ALNY	C	0.13%
DECK	C	0.13%
DTE	C	0.13%
VTR	C	0.13%
VLTO	C	0.13%
EXR	B	0.13%
MTB	B	0.12%
FITB	B	0.12%
HSY	C	0.12%
XEL	B	0.12%
VST	C	0.12%
GPN	D	0.11%
AVB	B	0.11%
WEC	C	0.11%
TTD	B	0.11%
EQR	B	0.1%
WAB	B	0.1%
INVH	C	0.1%
ETR	B	0.1%
TROW	D	0.09%
EL	F	0.09%
DKS	D	0.09%
PPL	C	0.09%
ILMN	C	0.08%
AEE	C	0.08%
MAA	B	0.08%
LVS	D	0.08%
RF	B	0.08%
TTWO	C	0.08%
CNP	C	0.08%
WBD	D	0.08%
PINS	F	0.07%
OMC	B	0.07%
KIM	C	0.07%
SSNC	B	0.07%
AMCR	B	0.07%
SW	B	0.07%
HST	C	0.06%
TSN	C	0.06%
LPLA	D	0.06%
KEY	B	0.06%
TRU	B	0.06%
SWK	B	0.06%
MGM	F	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%
SJM	C	0.05%
TXT	D	0.05%
UTHR	C	0.05%
CRL	F	0.04%
INCY	C	0.04%
PARA	F	0.04%
WYNN	D	0.04%
ACI	F	0.03%
APA	F	0.03%
WBA	F	0.03%
NWSA	D	0.03%
Z	B	0.03%
ALB	D	0.03%
DAY	D	0.03%
BBWI	F	0.03%
LUV	C	0.02%

SHE Underweight 121 Positions Relative to EVUS

Symbol	Grade	Weight
AVGO	C	-3.03%
HD	B	-1.99%
TXN	C	-1.5%
IBM	B	-1.23%
ADP	B	-1.18%
BRK.A	C	-1.17%
ORCL	C	-1.16%
ABBV	C	-1.1%
PEP	C	-0.98%
ELV	C	-0.94%
K	B	-0.92%
NEE	C	-0.92%
AMGN	B	-0.9%
DHR	B	-0.86%
MS	D	-0.82%
COP	D	-0.77%
DIS	D	-0.73%
AMT	C	-0.72%
GS	C	-0.71%
CCI	C	-0.7%
CRH	B	-0.68%
MCD	B	-0.66%
QCOM	D	-0.66%
PFE	C	-0.66%
OKE	B	-0.64%
KMI	B	-0.63%
NI	B	-0.63%
NXPI	F	-0.56%
EXPD	C	-0.54%
MET	B	-0.5%
COR	D	-0.5%
WELL	C	-0.45%
TRV	C	-0.44%
LKQ	F	-0.43%
FERG	D	-0.42%
MU	F	-0.4%
KMB	D	-0.39%
CHRW	B	-0.38%
CMCSA	D	-0.38%
HCA	B	-0.36%
BMY	C	-0.36%
PPG	D	-0.36%
COO	B	-0.35%
KEYS	C	-0.35%
PLD	C	-0.35%
STE	C	-0.35%
NDAQ	A	-0.35%
BG	D	-0.35%
DFS	B	-0.35%
REGN	C	-0.33%
FI	A	-0.32%
UPS	D	-0.32%
CBRE	A	-0.32%
TAP	D	-0.31%
KHC	C	-0.31%
HPE	D	-0.29%
ADI	C	-0.29%
DGX	B	-0.29%
BLK	B	-0.28%
SLB	F	-0.27%
FBIN	B	-0.27%
ES	C	-0.26%
KDP	B	-0.26%
USB	B	-0.26%
URI	B	-0.25%
NUE	F	-0.25%
HBAN	B	-0.24%
VLO	F	-0.23%
AFL	C	-0.23%
CNH	D	-0.23%
ZBH	F	-0.22%
LH	C	-0.21%
A	C	-0.21%
WTRG	D	-0.21%
PYPL	B	-0.2%
ACGL	C	-0.19%
MRO	C	-0.17%
HII	D	-0.17%
GEV	B	-0.16%
JBHT	D	-0.16%
IEX	D	-0.16%
ALLE	B	-0.16%
MKC	C	-0.16%
TRMB	C	-0.16%
STT	A	-0.16%
HOLX	B	-0.15%
HPQ	D	-0.15%
TMO	B	-0.14%
IP	B	-0.14%
PHM	B	-0.14%
JNPR	B	-0.13%
CB	B	-0.13%
WMB	B	-0.13%
FSLR	C	-0.13%
AVTR	B	-0.12%
PAYX	C	-0.12%
HUM	F	-0.12%
BALL	C	-0.12%
WDC	D	-0.12%
BXP	B	-0.12%
SOLV	C	-0.12%
IR	C	-0.12%
CAG	C	-0.11%
FOX	B	-0.11%
AVY	C	-0.11%
MKTX	C	-0.11%
ICE	C	-0.11%
CBOE	C	-0.11%
AZPN	B	-0.1%
MDLZ	B	-0.1%
DOV	B	-0.1%
APD	B	-0.1%
CCK	A	-0.1%
GEHC	C	-0.1%
GEN	B	-0.1%
RMD	C	-0.1%
SYY	D	-0.1%
TTC	D	-0.09%
NTAP	D	-0.09%
STLD	F	-0.09%
DLTR	F	-0.07%