SHE vs. JGRO ETF Comparison

Comparison of SPDR SSGA Gender Diversity Index ETF (SHE) to JPMorgan Active Growth ETF (JGRO)

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

JGRO

JPMorgan Active Growth ETF

JGRO Description

JPMorgan Active Growth ETF is an exchange traded fund launched and managed by J.P. Morgan Investment Management Inc. It invests in public equity markets of the United States. It invests directly and through derivatives in stocks of companies operating across diversified sectors. The fund uses derivatives such as futures to create its portfolio. It invests in growth stocks of large-cap companies. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund employs proprietary research to create its portfolio. JPMorgan Active Growth ETF was formed on August 8, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$80.92

Average Daily Volume

456,688

Number of Holdings ^*

105

* may have additional holdings in another (foreign) market

Performance

Period	SHE	JGRO
30 Days	2.93%	4.02%
60 Days	5.56%	5.72%
90 Days	7.44%	7.35%
12 Months	34.03%	38.25%

34 Overlapping Holdings

Symbol	Grade	Weight in SHE	Weight in JGRO	Overlap
AAPL	C	4.14%	7.14%	4.14%
ABNB	C	0.36%	0.02%	0.02%
ABT	B	0.73%	0.26%	0.26%
ALNY	D	0.12%	0.28%	0.12%
BKNG	A	1.33%	0.94%	0.94%
CMG	B	0.63%	0.13%	0.13%
DHI	D	0.22%	0.86%	0.22%
EOG	A	0.21%	0.38%	0.21%
ETN	A	0.51%	0.51%	0.51%
GWW	B	0.17%	0.34%	0.17%
HLT	A	0.53%	0.23%	0.23%
HUBB	B	0.09%	0.32%	0.09%
HUBS	A	0.58%	0.71%	0.58%
INTU	C	3.56%	1.13%	1.13%
KO	D	0.99%	0.55%	0.55%
LLY	F	2.32%	3.1%	2.32%
LNG	B	0.17%	0.08%	0.08%
MCK	B	0.31%	0.7%	0.31%
MCO	B	0.33%	0.51%	0.33%
META	D	4.59%	5.32%	4.59%
MMM	D	0.25%	0.72%	0.25%
MSFT	F	4.17%	7.34%	4.17%
NFLX	A	1.78%	2.32%	1.78%
NVDA	C	4.79%	10.41%	4.79%
PGR	A	0.67%	0.51%	0.51%
SBUX	A	0.94%	0.54%	0.54%
SQ	B	0.17%	0.06%	0.06%
STZ	D	0.12%	0.29%	0.12%
TJX	A	1.21%	0.62%	0.62%
TT	A	0.34%	1.07%	0.34%
TTD	B	0.13%	0.73%	0.13%
TTWO	A	0.09%	0.37%	0.09%
UBER	D	0.57%	0.87%	0.57%
UNH	C	1.75%	0.19%	0.19%

SHE Overweight 205 Positions Relative to JGRO

Symbol	Grade	Weight
ACN	C	4.39%
CSCO	B	4.03%
JPM	A	2.69%
INTC	D	1.87%
V	A	1.62%
PG	A	1.5%
XOM	B	1.46%
JNJ	D	1.41%
ADSK	A	1.25%
BAC	A	1.2%
COST	B	1.13%
FTNT	C	1.08%
CVX	A	0.98%
WFC	A	0.97%
LOW	D	0.96%
CAT	B	0.94%
MRK	F	0.89%
LIN	D	0.89%
VZ	C	0.77%
AXP	A	0.65%
MAR	B	0.65%
T	A	0.63%
GE	D	0.58%
SPGI	C	0.58%
HON	B	0.52%
TMUS	B	0.52%
C	A	0.51%
RTX	C	0.5%
ANSS	B	0.49%
SCHW	B	0.47%
GDDY	A	0.47%
VRTX	F	0.45%
CDW	F	0.44%
TYL	B	0.44%
MMC	B	0.43%
NKE	D	0.42%
GILD	C	0.42%
ROST	C	0.41%
MDT	D	0.41%
LULU	C	0.33%
CI	F	0.32%
PNC	B	0.32%
DE	A	0.32%
NOC	D	0.31%
ZTS	D	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%
CVS	D	0.25%
EQIX	A	0.25%
EMR	A	0.25%
TFC	A	0.24%
COF	B	0.24%
JCI	C	0.24%
CMI	A	0.24%
D	C	0.23%
DLR	B	0.22%
AKAM	D	0.22%
SPG	B	0.22%
FDX	B	0.22%
WCN	A	0.21%
BK	A	0.21%
VST	B	0.2%
ECL	D	0.2%
NEM	D	0.2%
CARR	D	0.19%
PSA	D	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%
FIS	C	0.17%
AEP	D	0.16%
O	D	0.16%
ULTA	F	0.16%
HIG	B	0.15%
KR	B	0.15%
BURL	A	0.15%
COR	B	0.15%
PSX	C	0.15%
IDXX	F	0.14%
BKR	B	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%
ED	D	0.13%
IRM	D	0.13%
GIS	D	0.13%
WTW	B	0.13%
EIX	B	0.13%
EXC	C	0.13%
EXR	D	0.12%
VLTO	D	0.12%
CNC	D	0.12%
AWK	D	0.12%
XEL	A	0.12%
VTR	C	0.12%
FITB	A	0.12%
EA	A	0.12%
AVB	B	0.11%
WEC	A	0.11%
WAB	B	0.11%
WBD	C	0.11%
APTV	D	0.11%
ROK	B	0.11%
ETR	B	0.11%
XYL	D	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%
EQR	B	0.09%
SYF	B	0.09%
BIIB	F	0.09%
BBY	D	0.09%
RF	A	0.09%
TROW	B	0.09%
PPL	B	0.09%
LVS	C	0.09%
NTRS	A	0.08%
AEE	A	0.08%
PFG	D	0.08%
CHD	B	0.08%
ADM	D	0.08%
SW	A	0.08%
ILMN	D	0.08%
DKS	C	0.08%
LPLA	A	0.08%
CLX	B	0.08%
CNP	B	0.08%
OMC	C	0.07%
KMX	B	0.07%
LYB	F	0.07%
PNR	A	0.07%
DG	F	0.07%
J	F	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	D	0.07%
LH	C	0.07%
HST	C	0.06%
UTHR	C	0.06%
OC	A	0.06%
EL	F	0.06%
AMCR	D	0.06%
TRU	D	0.06%
PINS	D	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	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 71 Positions Relative to JGRO

Symbol	Grade	Weight
AMZN	C	-6.39%
GOOG	C	-4.59%
MA	C	-2.81%
AVGO	D	-2.48%
ISRG	A	-1.88%
ORCL	B	-1.75%
TSLA	B	-1.62%
BX	A	-1.22%
KKR	A	-1.16%
PWR	A	-1.15%
DASH	A	-1.02%
NOW	A	-1.0%
PANW	C	-1.0%
GS	A	-0.95%
REGN	F	-0.9%
ANET	C	-0.78%
TSM	B	-0.74%
VRT	B	-0.68%
SNPS	B	-0.58%
SPOT	B	-0.58%
IBKR	A	-0.56%
TDG	D	-0.54%
HD	A	-0.54%
NTRA	B	-0.51%
BRK.A	B	-0.49%
FTI	A	-0.48%
ITT	A	-0.46%
IBM	C	-0.46%
AME	A	-0.45%
CPRT	A	-0.44%
TMO	F	-0.43%
IR	B	-0.42%
MCD	D	-0.42%
GRMN	B	-0.41%
MELI	D	-0.41%
LRCX	F	-0.4%
PYPL	B	-0.37%
TEAM	A	-0.37%
FICO	B	-0.36%
AZO	C	-0.34%
BAH	F	-0.32%
ENTG	D	-0.3%
ON	D	-0.29%
APH	A	-0.29%
TER	D	-0.27%
JBHT	C	-0.26%
SHOP	B	-0.25%
CRWD	B	-0.24%
ELF	C	-0.24%
MDB	C	-0.24%
EXP	A	-0.23%
GEV	B	-0.22%
ITCI	C	-0.22%
APP	B	-0.22%
CRM	B	-0.22%
POOL	C	-0.2%
SAIA	B	-0.19%
COP	C	-0.19%
MTD	D	-0.16%
IQV	D	-0.15%
SNOW	C	-0.15%
AL	B	-0.15%
BABA	D	-0.12%
EXAS	D	-0.11%
EW	C	-0.08%
CELH	F	-0.07%
MNST	C	-0.06%
ASML	F	-0.05%
FCX	D	-0.05%
ADBE	C	-0.04%
AMD	F	-0.03%