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
$119.89
Average Daily Volume
3,450
Number of Holdings
*
239
* 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
$30.74
Average Daily Volume
1,444
Number of Holdings
*
234
* may have additional holdings in another (foreign) market
Performance
| Period | SHE | EVUS |
|---|---|---|
| 30 Days | 2.93% | 2.65% |
| 60 Days | 5.56% | 3.47% |
| 90 Days | 7.44% | 6.09% |
| 12 Months | 34.03% | 29.50% |
116 Overlapping Holdings
| Symbol | Grade | Weight in SHE | Weight in EVUS | Overlap | |
|---|---|---|---|---|---|
| ABT | B | 0.73% | 0.24% | 0.24% | |
| ACN | C | 4.39% | 0.56% | 0.56% | |
| ADM | D | 0.08% | 0.11% | 0.08% | |
| AIZ | A | 0.04% | 0.2% | 0.04% | |
| AKAM | D | 0.22% | 0.12% | 0.12% | |
| ANSS | B | 0.49% | 0.35% | 0.35% | |
| AXP | A | 0.65% | 0.9% | 0.65% | |
| BAC | A | 1.2% | 1.33% | 1.2% | |
| BBY | D | 0.09% | 0.28% | 0.09% | |
| BIIB | F | 0.09% | 0.1% | 0.09% | |
| BK | A | 0.21% | 0.74% | 0.21% | |
| BKR | B | 0.14% | 0.31% | 0.14% | |
| BR | A | 0.1% | 0.73% | 0.1% | |
| C | A | 0.51% | 0.69% | 0.51% | |
| CAH | B | 0.11% | 0.31% | 0.11% | |
| CARR | D | 0.19% | 0.4% | 0.19% | |
| CAT | B | 0.94% | 0.75% | 0.75% | |
| CHD | B | 0.08% | 0.29% | 0.08% | |
| CI | F | 0.32% | 0.58% | 0.32% | |
| CLX | B | 0.08% | 0.43% | 0.08% | |
| CMI | A | 0.24% | 0.78% | 0.24% | |
| CMS | C | 0.06% | 0.38% | 0.06% | |
| CNC | D | 0.12% | 0.18% | 0.12% | |
| COF | B | 0.24% | 0.18% | 0.18% | |
| COR | B | 0.15% | 0.49% | 0.15% | |
| CPB | D | 0.03% | 0.12% | 0.03% | |
| CSCO | B | 4.03% | 1.01% | 1.01% | |
| CVS | D | 0.25% | 0.09% | 0.09% | |
| CVX | A | 0.98% | 1.26% | 0.98% | |
| D | C | 0.23% | 0.28% | 0.23% | |
| DAL | C | 0.04% | 0.3% | 0.04% | |
| DD | D | 0.1% | 0.1% | 0.1% | |
| DE | A | 0.32% | 0.43% | 0.32% | |
| DG | F | 0.07% | 0.06% | 0.06% | |
| DHI | D | 0.22% | 0.16% | 0.16% | |
| DLR | B | 0.22% | 0.47% | 0.22% | |
| DOW | F | 0.11% | 0.1% | 0.1% | |
| EA | A | 0.12% | 0.41% | 0.12% | |
| ECL | D | 0.2% | 0.64% | 0.2% | |
| ED | D | 0.13% | 0.25% | 0.13% | |
| EIX | B | 0.13% | 0.28% | 0.13% | |
| EQIX | A | 0.25% | 0.61% | 0.25% | |
| EQT | B | 0.07% | 0.16% | 0.07% | |
| ETN | A | 0.51% | 0.29% | 0.29% | |
| EXC | C | 0.13% | 0.35% | 0.13% | |
| FANG | D | 0.11% | 0.11% | 0.11% | |
| FBIN | D | 0.05% | 0.23% | 0.05% | |
| FDS | B | 0.07% | 0.19% | 0.07% | |
| FDX | B | 0.22% | 0.23% | 0.22% | |
| FIS | C | 0.17% | 0.25% | 0.17% | |
| FLUT | A | 0.31% | 0.36% | 0.31% | |
| FTV | C | 0.1% | 0.27% | 0.1% | |
| GILD | C | 0.42% | 0.96% | 0.42% | |
| GIS | D | 0.13% | 0.6% | 0.13% | |
| HIG | B | 0.15% | 0.47% | 0.15% | |
| HON | B | 0.52% | 0.86% | 0.52% | |
| HRL | D | 0.04% | 0.12% | 0.04% | |
| HUBB | B | 0.09% | 0.14% | 0.09% | |
| IFF | D | 0.07% | 0.12% | 0.07% | |
| INTC | D | 1.87% | 0.57% | 0.57% | |
| IPG | D | 0.05% | 0.08% | 0.05% | |
| IRM | D | 0.13% | 0.34% | 0.13% | |
| ITW | B | 0.29% | 0.1% | 0.1% | |
| J | F | 0.07% | 0.21% | 0.07% | |
| JCI | C | 0.24% | 0.38% | 0.24% | |
| JNJ | D | 1.41% | 1.43% | 1.41% | |
| JPM | A | 2.69% | 2.81% | 2.69% | |
| KMX | B | 0.07% | 0.09% | 0.07% | |
| KO | D | 0.99% | 1.67% | 0.99% | |
| KR | B | 0.15% | 0.41% | 0.15% | |
| LDOS | C | 0.1% | 0.11% | 0.1% | |
| LH | C | 0.07% | 0.22% | 0.07% | |
| LIN | D | 0.89% | 0.49% | 0.49% | |
| LOW | D | 0.96% | 0.74% | 0.74% | |
| LYB | F | 0.07% | 0.08% | 0.07% | |
| MMC | B | 0.43% | 0.24% | 0.24% | |
| MMM | D | 0.25% | 0.6% | 0.25% | |
| MRK | F | 0.89% | 0.52% | 0.52% | |
| NEM | D | 0.2% | 0.28% | 0.2% | |
| NKE | D | 0.42% | 0.08% | 0.08% | |
| NOC | D | 0.31% | 0.4% | 0.31% | |
| NTRS | A | 0.08% | 0.16% | 0.08% | |
| OC | A | 0.06% | 0.21% | 0.06% | |
| OVV | B | 0.04% | 0.39% | 0.04% | |
| PEG | A | 0.17% | 0.96% | 0.17% | |
| PFG | D | 0.08% | 0.12% | 0.08% | |
| PG | A | 1.5% | 1.5% | 1.5% | |
| PGR | A | 0.67% | 0.39% | 0.39% | |
| PNC | B | 0.32% | 0.62% | 0.32% | |
| PNR | A | 0.07% | 0.63% | 0.07% | |
| PRU | A | 0.19% | 1.02% | 0.19% | |
| PSA | D | 0.19% | 0.11% | 0.11% | |
| PSX | C | 0.15% | 0.33% | 0.15% | |
| ROK | B | 0.11% | 0.13% | 0.11% | |
| RTX | C | 0.5% | 0.79% | 0.5% | |
| SBUX | A | 0.94% | 0.37% | 0.37% | |
| SCHW | B | 0.47% | 0.4% | 0.4% | |
| SPGI | C | 0.58% | 0.65% | 0.58% | |
| STZ | D | 0.12% | 0.09% | 0.09% | |
| SYF | B | 0.09% | 0.47% | 0.09% | |
| T | A | 0.63% | 0.38% | 0.38% | |
| TFC | A | 0.24% | 0.24% | 0.24% | |
| TFX | F | 0.03% | 0.15% | 0.03% | |
| TGT | F | 0.27% | 0.43% | 0.27% | |
| TJX | A | 1.21% | 0.18% | 0.18% | |
| TSCO | D | 0.26% | 0.23% | 0.23% | |
| TWLO | A | 0.28% | 0.15% | 0.15% | |
| ULTA | F | 0.16% | 0.09% | 0.09% | |
| UNH | C | 1.75% | 2.04% | 1.75% | |
| VZ | C | 0.77% | 0.79% | 0.77% | |
| WFC | A | 0.97% | 0.28% | 0.28% | |
| WTW | B | 0.13% | 0.14% | 0.13% | |
| WY | D | 0.07% | 0.26% | 0.07% | |
| XOM | B | 1.46% | 1.54% | 1.46% | |
| XYL | D | 0.11% | 0.41% | 0.11% | |
| ZTS | D | 0.31% | 0.43% | 0.31% |
SHE Overweight 123 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 4.79% | |
| META | D | 4.59% | |
| MSFT | F | 4.17% | |
| AAPL | C | 4.14% | |
| INTU | C | 3.56% | |
| LLY | F | 2.32% | |
| NFLX | A | 1.78% | |
| V | A | 1.62% | |
| BKNG | A | 1.33% | |
| ADSK | A | 1.25% | |
| COST | B | 1.13% | |
| FTNT | C | 1.08% | |
| MAR | B | 0.65% | |
| CMG | B | 0.63% | |
| GE | D | 0.58% | |
| HUBS | A | 0.58% | |
| UBER | D | 0.57% | |
| HLT | A | 0.53% | |
| TMUS | B | 0.52% | |
| GDDY | A | 0.47% | |
| VRTX | F | 0.45% | |
| CDW | F | 0.44% | |
| TYL | B | 0.44% | |
| ROST | C | 0.41% | |
| MDT | D | 0.41% | |
| ABNB | C | 0.36% | |
| TT | A | 0.34% | |
| LULU | C | 0.33% | |
| MCO | B | 0.33% | |
| MCK | B | 0.31% | |
| RCL | A | 0.31% | |
| DUK | C | 0.27% | |
| CL | D | 0.26% | |
| BA | F | 0.26% | |
| EMR | A | 0.25% | |
| SPG | B | 0.22% | |
| EOG | A | 0.21% | |
| WCN | A | 0.21% | |
| VST | B | 0.2% | |
| AIG | B | 0.19% | |
| CHTR | C | 0.18% | |
| NSC | B | 0.18% | |
| ALL | A | 0.18% | |
| GWW | B | 0.17% | |
| LNG | B | 0.17% | |
| SQ | B | 0.17% | |
| AEP | D | 0.16% | |
| O | D | 0.16% | |
| BURL | A | 0.15% | |
| IDXX | F | 0.14% | |
| EBAY | D | 0.14% | |
| DECK | A | 0.14% | |
| MTB | A | 0.14% | |
| CSGP | D | 0.14% | |
| WSM | B | 0.14% | |
| VICI | C | 0.14% | |
| OXY | D | 0.14% | |
| TTD | B | 0.13% | |
| EXR | D | 0.12% | |
| VLTO | D | 0.12% | |
| ALNY | D | 0.12% | |
| AWK | D | 0.12% | |
| XEL | A | 0.12% | |
| VTR | C | 0.12% | |
| FITB | 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% | |
| DTE | C | 0.11% | |
| HSY | F | 0.1% | |
| GPN | B | 0.1% | |
| INVH | D | 0.09% | |
| EQR | B | 0.09% | |
| RF | A | 0.09% | |
| TROW | B | 0.09% | |
| TTWO | A | 0.09% | |
| PPL | B | 0.09% | |
| LVS | C | 0.09% | |
| AEE | A | 0.08% | |
| SW | A | 0.08% | |
| ILMN | D | 0.08% | |
| DKS | C | 0.08% | |
| LPLA | A | 0.08% | |
| CNP | B | 0.08% | |
| OMC | C | 0.07% | |
| SSNC | B | 0.07% | |
| KEY | B | 0.07% | |
| KIM | A | 0.07% | |
| MAA | B | 0.07% | |
| HST | C | 0.06% | |
| UTHR | C | 0.06% | |
| EL | F | 0.06% | |
| AMCR | D | 0.06% | |
| TRU | D | 0.06% | |
| PINS | D | 0.06% | |
| MGM | D | 0.06% | |
| SJM | D | 0.05% | |
| INCY | C | 0.05% | |
| RPM | A | 0.05% | |
| TXT | D | 0.05% | |
| SWK | D | 0.05% | |
| SNAP | C | 0.05% | |
| ACM | A | 0.05% | |
| TSN | B | 0.05% | |
| ALB | C | 0.04% | |
| BBWI | D | 0.04% | |
| CRL | C | 0.04% | |
| Z | A | 0.04% | |
| RIVN | F | 0.04% | |
| PARA | C | 0.04% | |
| DAY | B | 0.04% | |
| AMH | D | 0.04% | |
| NBIX | C | 0.04% | |
| WYNN | D | 0.04% | |
| WBA | F | 0.03% | |
| CE | F | 0.03% | |
| NWSA | B | 0.03% | |
| LUV | C | 0.02% | |
| APA | D | 0.02% | |
| ACI | C | 0.02% |
SHE Underweight 118 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | -2.9% | |
| HD | A | -2.07% | |
| TXN | C | -1.47% | |
| ORCL | B | -1.31% | |
| ADP | B | -1.24% | |
| BRK.A | B | -1.19% | |
| IBM | C | -1.17% | |
| MS | A | -1.07% | |
| ABBV | D | -0.92% | |
| K | A | -0.89% | |
| DIS | B | -0.88% | |
| PEP | F | -0.84% | |
| GS | A | -0.84% | |
| COP | C | -0.82% | |
| NEE | D | -0.82% | |
| KMI | A | -0.81% | |
| OKE | A | -0.77% | |
| CRH | A | -0.76% | |
| AMGN | D | -0.74% | |
| DHR | F | -0.7% | |
| NI | A | -0.67% | |
| ELV | F | -0.65% | |
| MCD | D | -0.63% | |
| QCOM | F | -0.63% | |
| CCI | D | -0.6% | |
| AMT | D | -0.59% | |
| PFE | D | -0.55% | |
| NXPI | D | -0.52% | |
| MET | A | -0.52% | |
| EXPD | D | -0.51% | |
| WELL | A | -0.46% | |
| TRV | B | -0.46% | |
| DFS | B | -0.45% | |
| FERG | B | -0.43% | |
| BMY | B | -0.42% | |
| MU | D | -0.41% | |
| CHRW | C | -0.4% | |
| CMCSA | B | -0.4% | |
| LKQ | D | -0.39% | |
| NDAQ | A | -0.38% | |
| FI | A | -0.38% | |
| KMB | D | -0.36% | |
| KEYS | A | -0.35% | |
| CBRE | B | -0.35% | |
| HPE | B | -0.35% | |
| PPG | F | -0.34% | |
| TAP | C | -0.33% | |
| BG | F | -0.32% | |
| UPS | C | -0.32% | |
| BLK | C | -0.31% | |
| STE | F | -0.3% | |
| DGX | A | -0.3% | |
| HCA | F | -0.3% | |
| COO | D | -0.3% | |
| PLD | D | -0.3% | |
| HBAN | A | -0.29% | |
| SLB | C | -0.28% | |
| USB | A | -0.28% | |
| ADI | D | -0.27% | |
| URI | B | -0.27% | |
| KHC | F | -0.26% | |
| NUE | C | -0.25% | |
| PYPL | B | -0.24% | |
| CNH | C | -0.24% | |
| ES | D | -0.23% | |
| ZBH | C | -0.23% | |
| AFL | B | -0.23% | |
| GEV | B | -0.23% | |
| VLO | C | -0.23% | |
| REGN | F | -0.22% | |
| WTRG | B | -0.21% | |
| KDP | D | -0.21% | |
| TRMB | B | -0.2% | |
| A | D | -0.19% | |
| STT | A | -0.18% | |
| MRO | B | -0.18% | |
| HPQ | B | -0.17% | |
| IEX | B | -0.17% | |
| ACGL | D | -0.16% | |
| JBHT | C | -0.16% | |
| WMB | A | -0.16% | |
| IP | B | -0.16% | |
| IR | B | -0.15% | |
| ALLE | D | -0.15% | |
| HOLX | D | -0.14% | |
| MKC | D | -0.14% | |
| PHM | D | -0.13% | |
| FOX | A | -0.13% | |
| CB | C | -0.13% | |
| BXP | D | -0.12% | |
| PAYX | C | -0.12% | |
| HII | D | -0.12% | |
| TMO | F | -0.11% | |
| SOLV | C | -0.11% | |
| CBOE | B | -0.11% | |
| AZPN | A | -0.11% | |
| GEN | B | -0.11% | |
| WDC | D | -0.11% | |
| JNPR | F | -0.11% | |
| MKTX | D | -0.11% | |
| APD | A | -0.11% | |
| STLD | B | -0.11% | |
| CCK | C | -0.1% | |
| BALL | D | -0.1% | |
| NTAP | C | -0.1% | |
| HUM | C | -0.1% | |
| RMD | C | -0.1% | |
| FSLR | F | -0.1% | |
| DOV | A | -0.1% | |
| ICE | C | -0.1% | |
| CAG | D | -0.09% | |
| MDLZ | F | -0.09% | |
| TTC | D | -0.09% | |
| AVTR | F | -0.09% | |
| AVY | D | -0.09% | |
| SYY | B | -0.09% | |
| GEHC | F | -0.09% | |
| DLTR | F | -0.06% |
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
Diagnostics & Research
Discount Stores
Health Care Plans
EVUS: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Packaged Foods
Business Services
Capital Markets
Health Care Plans
Semiconductors
Specialty Chemicals
Credit Services
Diagnostics & Research
Integrated Shipping & Logistics
Medical Instruments & Supplies
Oil & Gas E&P
Software - Application
Utilities - Regulated Electric
Asset Management
Banks - Global
Banks - Regional - US
Household & Personal Products
Insurance - Diversified
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