SHE vs. SCHV ETF Comparison

Comparison of SPDR SSGA Gender Diversity Index ETF (SHE) to Schwab U.S. Large-Cap Value ETF (SCHV)
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

$117.68

Average Daily Volume

3,465

Number of Holdings *

239

* may have additional holdings in another (foreign) market
SCHV

Schwab U.S. Large-Cap Value ETF

SCHV Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market IndexSM. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "value" based on a number of factors. The index is a float-adjusted market capitalization weighted index.

Grade (RS Rating)

Last Trade

$27.13

Average Daily Volume

860,057

Number of Holdings *

512

* may have additional holdings in another (foreign) market
Performance
Period SHE SCHV
30 Days 0.28% -0.40%
60 Days 4.32% 2.73%
90 Days 5.65% 5.52%
12 Months 31.77% 26.39%
180 Overlapping Holdings
Symbol Grade Weight in SHE Weight in SCHV Overlap
ABT A 0.73% 0.82% 0.73%
ACI C 0.02% 0.03% 0.02%
ACM B 0.05% 0.06% 0.05%
ADM D 0.08% 0.1% 0.08%
AEE A 0.08% 0.1% 0.08%
AEP C 0.16% 0.2% 0.16%
AIG C 0.19% 0.2% 0.19%
AIZ A 0.04% 0.05% 0.04%
AKAM F 0.22% 0.05% 0.05%
ALB B 0.04% 0.05% 0.04%
ALL A 0.18% 0.21% 0.18%
AMCR D 0.06% 0.06% 0.06%
AMH C 0.04% 0.05% 0.04%
APA F 0.02% 0.03% 0.02%
APTV F 0.11% 0.06% 0.06%
AVB B 0.11% 0.13% 0.11%
AWK C 0.12% 0.1% 0.1%
AXP B 0.65% 0.66% 0.65%
BA D 0.26% 0.41% 0.26%
BAC A 1.2% 1.26% 1.2%
BBWI C 0.04% 0.03% 0.03%
BBY D 0.09% 0.07% 0.07%
BIIB F 0.09% 0.1% 0.09%
BK B 0.21% 0.23% 0.21%
BR B 0.1% 0.11% 0.1%
BURL A 0.15% 0.07% 0.07%
C B 0.51% 0.53% 0.51%
CAH B 0.11% 0.12% 0.11%
CARR D 0.19% 0.26% 0.19%
CAT C 0.94% 0.76% 0.76%
CDW F 0.44% 0.1% 0.1%
CE F 0.03% 0.03% 0.03%
CHD A 0.08% 0.11% 0.08%
CI D 0.32% 0.38% 0.32%
CL D 0.26% 0.3% 0.26%
CLX A 0.08% 0.08% 0.08%
CMI A 0.24% 0.2% 0.2%
CMS C 0.06% 0.08% 0.06%
CNC F 0.12% 0.12% 0.12%
CNP A 0.08% 0.08% 0.08%
COF B 0.24% 0.29% 0.24%
COR B 0.15% 0.18% 0.15%
CPB D 0.03% 0.04% 0.03%
CSCO B 4.03% 0.97% 0.97%
CVS F 0.25% 0.28% 0.25%
CVX A 0.98% 1.1% 0.98%
D C 0.23% 0.19% 0.19%
DAL A 0.04% 0.17% 0.04%
DD D 0.1% 0.14% 0.1%
DE C 0.32% 0.41% 0.32%
DG F 0.07% 0.07% 0.07%
DHI D 0.22% 0.19% 0.19%
DKS D 0.08% 0.05% 0.05%
DLR A 0.22% 0.22% 0.22%
DOW F 0.11% 0.13% 0.11%
DTE C 0.11% 0.1% 0.1%
DUK C 0.27% 0.35% 0.27%
EA A 0.12% 0.16% 0.12%
EBAY D 0.14% 0.12% 0.12%
ECL D 0.2% 0.26% 0.2%
ED C 0.13% 0.13% 0.13%
EIX C 0.13% 0.13% 0.13%
EL F 0.06% 0.06% 0.06%
EMR A 0.25% 0.3% 0.25%
EOG A 0.21% 0.31% 0.21%
EQR C 0.09% 0.1% 0.09%
EQT A 0.07% 0.1% 0.07%
ETN B 0.51% 0.6% 0.51%
ETR A 0.11% 0.13% 0.11%
EXC C 0.13% 0.15% 0.13%
EXR C 0.12% 0.14% 0.12%
FANG D 0.11% 0.14% 0.11%
FBIN F 0.05% 0.04% 0.04%
FDX B 0.22% 0.27% 0.22%
FIS C 0.17% 0.2% 0.17%
FITB B 0.12% 0.13% 0.12%
FTV D 0.1% 0.11% 0.1%
GILD C 0.42% 0.47% 0.42%
GIS F 0.13% 0.15% 0.13%
GPN C 0.1% 0.12% 0.1%
HIG B 0.15% 0.14% 0.14%
HON B 0.52% 0.62% 0.52%
HRL D 0.04% 0.04% 0.04%
HST D 0.06% 0.05% 0.05%
HSY F 0.1% 0.11% 0.1%
HUBB B 0.09% 0.1% 0.09%
IFF D 0.07% 0.09% 0.07%
INCY C 0.05% 0.05% 0.05%
INTC C 1.87% 0.43% 0.43%
INVH D 0.09% 0.08% 0.08%
IPG F 0.05% 0.04% 0.04%
IRM C 0.13% 0.14% 0.13%
ITW B 0.29% 0.3% 0.29%
J D 0.07% 0.08% 0.07%
JCI B 0.24% 0.23% 0.23%
JNJ D 1.41% 1.5% 1.41%
JPM A 2.69% 2.78% 2.69%
KEY B 0.07% 0.07% 0.07%
KIM A 0.07% 0.07% 0.07%
KMX C 0.07% 0.05% 0.05%
KO D 0.99% 0.99% 0.99%
KR B 0.15% 0.16% 0.15%
LDOS C 0.1% 0.11% 0.1%
LH B 0.07% 0.08% 0.07%
LOW C 0.96% 0.63% 0.63%
LUV B 0.02% 0.08% 0.02%
LVS B 0.09% 0.07% 0.07%
LYB F 0.07% 0.09% 0.07%
MAA A 0.07% 0.08% 0.07%
MDT D 0.41% 0.46% 0.41%
MGM D 0.06% 0.04% 0.04%
MMC D 0.43% 0.45% 0.43%
MMM D 0.25% 0.29% 0.25%
MRK F 0.89% 1.01% 0.89%
MTB A 0.14% 0.14% 0.14%
NEM D 0.2% 0.19% 0.19%
NKE F 0.42% 0.37% 0.37%
NOC D 0.31% 0.29% 0.29%
NSC B 0.18% 0.25% 0.18%
NTRS A 0.08% 0.09% 0.08%
NWSA B 0.03% 0.06% 0.03%
O C 0.16% 0.2% 0.16%
OC A 0.06% 0.07% 0.06%
OMC C 0.07% 0.08% 0.07%
OVV C 0.04% 0.05% 0.04%
OXY F 0.14% 0.14% 0.14%
PARA D 0.04% 0.03% 0.03%
PEG C 0.17% 0.18% 0.17%
PFG C 0.08% 0.08% 0.08%
PG C 1.5% 1.59% 1.5%
PNC B 0.32% 0.34% 0.32%
PNR B 0.07% 0.07% 0.07%
PPL A 0.09% 0.1% 0.09%
PRU B 0.19% 0.18% 0.18%
PSA C 0.19% 0.21% 0.19%
PSX C 0.15% 0.22% 0.15%
RCL A 0.31% 0.22% 0.22%
RF A 0.09% 0.1% 0.09%
ROK B 0.11% 0.13% 0.11%
ROST D 0.41% 0.19% 0.19%
RPM B 0.05% 0.07% 0.05%
RTX D 0.5% 0.67% 0.5%
SBUX A 0.94% 0.46% 0.46%
SCHW A 0.47% 0.47% 0.47%
SJM D 0.05% 0.05% 0.05%
SNAP D 0.05% 0.05% 0.05%
SPG A 0.22% 0.22% 0.22%
SSNC C 0.07% 0.06% 0.06%
SW A 0.08% 0.1% 0.08%
SWK F 0.05% 0.05% 0.05%
SYF B 0.09% 0.1% 0.09%
T A 0.63% 0.65% 0.63%
TFC A 0.24% 0.25% 0.24%
TFX F 0.03% 0.04% 0.03%
TGT B 0.27% 0.29% 0.27%
TJX A 1.21% 0.56% 0.56%
TROW B 0.09% 0.11% 0.09%
TRU D 0.06% 0.08% 0.06%
TSCO D 0.26% 0.12% 0.12%
TSN B 0.05% 0.07% 0.05%
TT A 0.34% 0.38% 0.34%
TXT D 0.05% 0.07% 0.05%
UTHR C 0.06% 0.07% 0.06%
VICI C 0.14% 0.13% 0.13%
VLTO C 0.12% 0.11% 0.11%
VST A 0.2% 0.2% 0.2%
VTR B 0.12% 0.11% 0.11%
VZ C 0.77% 0.7% 0.7%
WAB B 0.11% 0.14% 0.11%
WBA F 0.03% 0.03% 0.03%
WEC A 0.11% 0.13% 0.11%
WFC A 0.97% 1.0% 0.97%
WSM D 0.14% 0.07% 0.07%
WTW B 0.13% 0.13% 0.13%
WY D 0.07% 0.09% 0.07%
WYNN D 0.04% 0.03% 0.03%
XEL A 0.12% 0.16% 0.12%
XOM B 1.46% 2.19% 1.46%
XYL D 0.11% 0.12% 0.11%
Z A 0.04% 0.06% 0.04%
SHE Overweight 59 Positions Relative to SCHV
Symbol Grade Weight
NVDA A 4.79%
META C 4.59%
ACN C 4.39%
MSFT D 4.17%
AAPL C 4.14%
INTU B 3.56%
LLY F 2.32%
NFLX A 1.78%
UNH C 1.75%
V A 1.62%
BKNG A 1.33%
ADSK B 1.25%
COST A 1.13%
FTNT B 1.08%
LIN D 0.89%
PGR B 0.67%
MAR B 0.65%
CMG C 0.63%
GE D 0.58%
SPGI D 0.58%
HUBS B 0.58%
UBER F 0.57%
HLT A 0.53%
TMUS B 0.52%
ANSS B 0.49%
GDDY A 0.47%
VRTX D 0.45%
TYL B 0.44%
ABNB D 0.36%
LULU C 0.33%
MCO D 0.33%
ZTS D 0.31%
MCK A 0.31%
FLUT A 0.31%
TWLO A 0.28%
EQIX A 0.25%
WCN A 0.21%
CHTR B 0.18%
GWW B 0.17%
LNG A 0.17%
SQ A 0.17%
ULTA F 0.16%
IDXX F 0.14%
BKR B 0.14%
DECK A 0.14%
CSGP F 0.14%
TTD B 0.13%
STZ D 0.12%
ALNY D 0.12%
WBD B 0.11%
TTWO A 0.09%
ILMN C 0.08%
LPLA A 0.08%
FDS B 0.07%
PINS F 0.06%
CRL D 0.04%
RIVN F 0.04%
DAY B 0.04%
NBIX C 0.04%
SHE Underweight 332 Positions Relative to SCHV
Symbol Grade Weight
BRK.A B -3.48%
HD A -1.65%
WMT A -1.51%
ORCL A -1.23%
ABBV F -1.22%
PEP F -0.92%
MCD D -0.87%
IBM C -0.79%
PM A -0.79%
DIS B -0.76%
GS B -0.76%
TXN C -0.76%
QCOM F -0.72%
CMCSA B -0.69%
MS A -0.67%
AMGN D -0.66%
NEE C -0.62%
AMAT F -0.61%
PFE F -0.61%
UNP D -0.59%
SYK A -0.54%
COP B -0.53%
BSX A -0.53%
BX A -0.53%
ADP B -0.51%
LMT D -0.48%
BMY A -0.48%
MU D -0.45%
PLD D -0.44%
ADI D -0.43%
CB C -0.43%
KKR A -0.42%
UPS C -0.4%
SO C -0.39%
MO A -0.38%
AMT D -0.37%
MDLZ F -0.36%
PYPL B -0.36%
ICE C -0.36%
APH B -0.35%
MSI B -0.34%
AON B -0.34%
GD D -0.33%
CME A -0.33%
WM B -0.33%
WELL A -0.32%
USB B -0.32%
CTAS B -0.31%
CSX C -0.29%
APD A -0.28%
BDX F -0.27%
WMB A -0.27%
OKE A -0.26%
GM B -0.26%
HCA F -0.26%
AJG B -0.26%
PCAR C -0.25%
SLB C -0.25%
FCX F -0.25%
SRE A -0.24%
TRV A -0.24%
AFL C -0.23%
NXPI F -0.23%
MPC D -0.22%
AMP A -0.22%
KMI A -0.21%
PWR A -0.2%
MET A -0.2%
LHX B -0.2%
PAYX B -0.19%
HWM A -0.19%
FAST B -0.19%
F C -0.18%
RSG A -0.18%
DFS B -0.18%
KVUE A -0.18%
KMB C -0.18%
CCI C -0.18%
VLO C -0.18%
AME A -0.18%
PCG A -0.18%
CTSH C -0.17%
CBRE B -0.17%
VRSK B -0.17%
LEN D -0.17%
IR B -0.17%
GEHC D -0.16%
A F -0.16%
MNST C -0.16%
OTIS C -0.16%
HPQ B -0.15%
NUE D -0.15%
GLW B -0.15%
SYY D -0.15%
KDP D -0.15%
ACGL D -0.15%
YUM D -0.15%
MCHP F -0.14%
ARES A -0.13%
GRMN B -0.13%
NDAQ A -0.13%
HPE B -0.12%
STT B -0.12%
PPG F -0.12%
ON F -0.12%
UAL A -0.12%
RJF A -0.12%
PHM D -0.11%
BRO B -0.11%
HAL C -0.11%
KEYS C -0.11%
DOV B -0.11%
KHC F -0.11%
CINF A -0.1%
DVN F -0.1%
NTAP C -0.1%
CCL A -0.1%
HBAN B -0.1%
FE C -0.09%
PKG B -0.09%
ES C -0.09%
K B -0.09%
STE D -0.09%
BAH D -0.09%
ZBH C -0.09%
EXPE B -0.09%
ATO A -0.09%
WSO A -0.08%
BALL D -0.08%
SNA B -0.08%
CTRA B -0.08%
MKC D -0.08%
NRG B -0.08%
IP A -0.08%
ESS A -0.08%
DRI C -0.08%
STLD B -0.08%
WDC F -0.08%
CBOE C -0.08%
ZBRA B -0.08%
STX D -0.08%
CFG B -0.08%
MRO A -0.07%
FOXA B -0.07%
GWRE A -0.07%
NI A -0.07%
USFD A -0.07%
AVY D -0.07%
GEN B -0.07%
BAX F -0.07%
RBA A -0.07%
EXPD D -0.07%
ARE F -0.07%
GPC F -0.07%
MAS D -0.07%
RS B -0.07%
TER F -0.07%
XPO B -0.07%
IEX B -0.07%
MANH D -0.07%
NTNX B -0.07%
TRMB B -0.07%
DGX A -0.07%
WRB B -0.07%
HOLX D -0.07%
ELS B -0.06%
UDR C -0.06%
NDSN D -0.06%
SOFI A -0.06%
FFIV B -0.06%
EWBC A -0.06%
ROL B -0.06%
EVRG A -0.06%
SUI C -0.06%
CW B -0.06%
JBL C -0.06%
GGG B -0.06%
FLEX B -0.06%
L A -0.06%
RGA B -0.06%
DOC D -0.06%
EQH B -0.06%
CF A -0.06%
LNT A -0.06%
TOL B -0.06%
THC C -0.06%
VTRS A -0.06%
VRSN F -0.06%
ENTG F -0.06%
FNF A -0.06%
TAP B -0.05%
LAMR D -0.05%
RRX B -0.05%
LW C -0.05%
BXP D -0.05%
ATR B -0.05%
BJ B -0.05%
EMN D -0.05%
TPR B -0.05%
LECO C -0.05%
TECH F -0.05%
NCLH B -0.05%
REG A -0.05%
UHS D -0.05%
JEF A -0.05%
WPC C -0.05%
UNM A -0.05%
BG D -0.05%
ALLE D -0.05%
SCI A -0.05%
ITT A -0.05%
JNPR D -0.05%
TTEK F -0.05%
JLL D -0.05%
NVT C -0.05%
JKHY D -0.05%
CHRW B -0.05%
CPT C -0.05%
DLTR F -0.05%
SWKS F -0.05%
CAG F -0.05%
GLPI C -0.05%
OGE A -0.04%
AOS F -0.04%
CNH C -0.04%
APG C -0.04%
CFR B -0.04%
ZION B -0.04%
AXTA B -0.04%
ORI A -0.04%
SNX D -0.04%
RGLD C -0.04%
AR B -0.04%
REXR F -0.04%
AAL B -0.04%
KNX B -0.04%
WCC B -0.04%
KBR F -0.04%
CMA B -0.04%
DCI B -0.04%
MORN B -0.04%
PR B -0.04%
TPX B -0.04%
SOLV F -0.04%
AES F -0.04%
WTRG B -0.04%
GL C -0.04%
RPRX F -0.04%
ALLY C -0.04%
LAD B -0.04%
MKTX D -0.04%
WAL B -0.04%
LKQ F -0.04%
AYI B -0.04%
OHI B -0.04%
WBS A -0.04%
ERIE F -0.04%
GME C -0.04%
CIEN B -0.04%
ARMK C -0.04%
EHC B -0.04%
PNW B -0.04%
AFG A -0.04%
AA A -0.04%
WWD B -0.04%
FHN A -0.04%
CG B -0.04%
CUBE C -0.04%
CCK D -0.04%
STWD C -0.03%
BRKR F -0.03%
VFC C -0.03%
BEN C -0.03%
DAR B -0.03%
MTN C -0.03%
DINO D -0.03%
FMC D -0.03%
LSCC D -0.03%
ELAN D -0.03%
GNTX F -0.03%
UHAL D -0.03%
CGNX D -0.03%
MASI B -0.03%
DVA C -0.03%
ALV C -0.03%
WEX F -0.03%
MHK D -0.03%
MIDD D -0.03%
AGNC C -0.03%
BSY D -0.03%
G B -0.03%
BERY D -0.03%
WH B -0.03%
NNN C -0.03%
RHI C -0.03%
JAZZ C -0.03%
BWA D -0.03%
MTCH F -0.03%
IVZ C -0.03%
SEIC B -0.03%
CHRD F -0.03%
HII F -0.03%
VOYA B -0.03%
ONTO F -0.03%
LNW F -0.03%
HAS D -0.03%
MOS D -0.03%
CRBG B -0.03%
CBSH A -0.03%
CZR F -0.03%
EGP D -0.03%
HSIC C -0.03%
FRT B -0.03%
TTC F -0.03%
WLK F -0.02%
ST F -0.02%
POST C -0.02%
AGCO F -0.02%
LEA F -0.02%
COLD F -0.02%
SIRI D -0.02%
ARW F -0.02%
UI A -0.01%
REYN D -0.01%
PPC B -0.01%
LCID F -0.01%
AGR A -0.01%
BOKF B -0.01%
COTY F -0.01%
ADTN A -0.01%
PAG B -0.01%
CNA C -0.0%
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