SHE vs. SUSA ETF Comparison

Comparison of SPDR SSGA Gender Diversity Index ETF (SHE) to iShares MSCI USA ESG Select ETF (SUSA)

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

$119.78

Average Daily Volume

3,502

Number of Holdings ^*

239

* may have additional holdings in another (foreign) market

SUSA

iShares MSCI USA ESG Select ETF

SUSA Description

iShares MSCI USA ESG Select ETF (the Fund), formerly iShares MSCI USA ESG Select Social Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the MSCI USA ESG Select Index (the Index). The Index is designed to measure the equity performance of large capitalization companies that have positive environmental, social and governance (ESG) characteristics relative to their industry and sector peers and in relation to the broader market, while exhibiting risk and return characteristics similar to the MSCI USA Index. The Fund generally invests at least 90% of its assets in securities of the Index and in depositary receipts representing securities of the Index. BlackRock Fund Advisors (BFA) serves as the investment adviser to the Fund.

Grade (RS Rating)

Last Trade

$124.40

Average Daily Volume

59,685

Number of Holdings ^*

175

* may have additional holdings in another (foreign) market

Performance

Period	SHE	SUSA
30 Days	2.49%	1.90%
60 Days	7.20%	5.98%
90 Days	9.21%	8.12%
12 Months	35.32%	34.69%

81 Overlapping Holdings

Symbol	Grade	Weight in SHE	Weight in SUSA	Overlap
AAPL	C	4.22%	4.82%	4.22%
ACN	C	4.32%	0.67%	0.67%
ADSK	A	1.23%	0.82%	0.82%
AKAM	F	0.26%	0.1%	0.1%
ALNY	D	0.12%	0.17%	0.12%
ANSS	B	0.51%	0.23%	0.23%
APTV	D	0.11%	0.11%	0.11%
AXP	B	0.65%	1.0%	0.65%
BBY	D	0.09%	0.42%	0.09%
BIIB	F	0.09%	0.09%	0.09%
BK	B	0.21%	0.67%	0.21%
BKNG	A	1.33%	0.37%	0.37%
BKR	B	0.14%	0.47%	0.14%
BR	A	0.1%	0.52%	0.1%
CARR	C	0.19%	0.21%	0.19%
CAT	C	1.0%	0.13%	0.13%
CHD	B	0.08%	0.21%	0.08%
CLX	A	0.08%	0.58%	0.08%
CMI	A	0.24%	0.63%	0.24%
COST	B	1.12%	0.55%	0.55%
CSCO	A	3.99%	0.73%	0.73%
DECK	B	0.13%	0.68%	0.13%
EA	A	0.12%	0.68%	0.12%
ECL	C	0.2%	1.34%	0.2%
ED	D	0.13%	0.29%	0.13%
EQIX	B	0.25%	0.57%	0.25%
FBIN	F	0.05%	0.13%	0.05%
FDS	A	0.07%	0.16%	0.07%
FIS	B	0.17%	0.29%	0.17%
GDDY	A	0.44%	0.36%	0.36%
GE	C	0.57%	0.59%	0.57%
GILD	C	0.45%	1.2%	0.45%
GIS	F	0.13%	0.84%	0.13%
GWW	B	0.17%	0.76%	0.17%
HUBS	B	0.54%	0.16%	0.16%
IDXX	D	0.14%	0.46%	0.14%
IFF	F	0.07%	0.18%	0.07%
INTC	C	1.99%	0.39%	0.39%
INTU	A	3.43%	1.06%	1.06%
IPG	F	0.05%	0.12%	0.05%
IRM	D	0.13%	0.23%	0.13%
JCI	A	0.23%	0.28%	0.23%
KO	F	1.0%	1.74%	1.0%
KR	A	0.15%	0.21%	0.15%
LH	A	0.07%	0.18%	0.07%
LIN	D	0.91%	0.1%	0.1%
LLY	F	2.3%	1.52%	1.52%
LNG	B	0.16%	0.75%	0.16%
LOW	B	0.95%	0.75%	0.75%
LULU	C	0.32%	0.12%	0.12%
MCO	C	0.32%	0.54%	0.32%
MMC	C	0.43%	0.3%	0.3%
MMM	C	0.25%	0.79%	0.25%
MRK	F	0.92%	0.55%	0.55%
MSFT	C	4.21%	4.73%	4.21%
NEM	F	0.23%	0.19%	0.19%
NFLX	A	1.73%	0.44%	0.44%
NTRS	A	0.08%	0.18%	0.08%
NVDA	B	4.91%	5.21%	4.91%
OC	A	0.06%	0.11%	0.06%
PG	C	1.49%	0.46%	0.46%
PGR	A	0.66%	0.68%	0.66%
PNC	B	0.31%	0.28%	0.28%
PNR	A	0.07%	0.89%	0.07%
PRU	B	0.19%	0.8%	0.19%
RCL	A	0.29%	0.13%	0.13%
RIVN	D	0.03%	0.09%	0.03%
SPGI	C	0.57%	0.59%	0.57%
SYF	B	0.09%	0.17%	0.09%
TFC	B	0.24%	0.1%	0.1%
TGT	C	0.27%	0.27%	0.27%
TSCO	C	0.27%	0.25%	0.25%
TT	A	0.32%	1.41%	0.32%
TWLO	A	0.26%	0.28%	0.26%
V	A	1.62%	0.96%	0.96%
VLTO	C	0.12%	0.47%	0.12%
VRTX	B	0.46%	0.38%	0.38%
VZ	C	0.77%	0.51%	0.51%
WSM	F	0.14%	0.41%	0.14%
XYL	D	0.11%	0.51%	0.11%
ZTS	D	0.3%	0.85%	0.3%

SHE Overweight 158 Positions Relative to SUSA

Symbol	Grade	Weight
META	B	4.72%
JPM	B	2.66%
UNH	B	1.77%
JNJ	D	1.46%
XOM	B	1.46%
TJX	B	1.18%
BAC	A	1.18%
CVX	B	0.98%
WFC	A	0.94%
FTNT	B	0.93%
SBUX	B	0.91%
ABT	C	0.73%
MAR	A	0.64%
CMG	B	0.62%
T	A	0.62%
UBER	F	0.59%
HLT	A	0.52%
ETN	A	0.5%
TMUS	A	0.5%
C	A	0.5%
HON	B	0.49%
RTX	C	0.49%
CDW	F	0.48%
TYL	B	0.44%
SCHW	A	0.44%
MDT	D	0.42%
NKE	F	0.42%
ROST	F	0.42%
ABNB	C	0.4%
DE	D	0.34%
NOC	C	0.31%
CI	D	0.31%
MCK	A	0.3%
ITW	A	0.29%
BA	F	0.28%
FLUT	A	0.28%
DUK	D	0.27%
CL	F	0.26%
CVS	F	0.26%
EMR	A	0.25%
COF	B	0.24%
DHI	F	0.23%
D	D	0.23%
FDX	B	0.22%
SPG	B	0.22%
DLR	C	0.22%
EOG	A	0.2%
AIG	B	0.2%
WCN	A	0.2%
NSC	B	0.19%
PSA	C	0.19%
VST	B	0.19%
ALL	A	0.18%
ULTA	C	0.17%
CHTR	B	0.17%
O	D	0.16%
AEP	D	0.16%
PEG	C	0.16%
HIG	C	0.15%
SQ	B	0.15%
BURL	C	0.15%
PSX	D	0.15%
COR	A	0.15%
MTB	B	0.14%
EBAY	C	0.14%
VICI	D	0.14%
TTD	B	0.14%
OXY	D	0.14%
CSGP	D	0.14%
DOW	F	0.13%
CNC	F	0.13%
WTW	A	0.13%
EIX	C	0.13%
EXC	C	0.13%
XEL	A	0.12%
EXR	D	0.12%
AWK	D	0.12%
VTR	C	0.12%
FITB	A	0.12%
WEC	B	0.11%
WBD	B	0.11%
DD	D	0.11%
ROK	B	0.11%
WAB	A	0.11%
CAH	A	0.11%
ETR	B	0.11%
DTE	D	0.11%
STZ	D	0.11%
FANG	D	0.11%
HSY	D	0.1%
LVS	C	0.1%
LDOS	B	0.1%
FTV	D	0.1%
GPN	B	0.1%
AVB	A	0.1%
RF	B	0.09%
ILMN	C	0.09%
PPL	A	0.09%
HUBB	B	0.09%
TTWO	A	0.09%
TROW	B	0.09%
PFG	C	0.08%
LPLA	B	0.08%
ADM	F	0.08%
CNP	B	0.08%
DKS	F	0.08%
EQR	C	0.08%
INVH	D	0.08%
SW	C	0.08%
TRU	D	0.07%
EQT	B	0.07%
OMC	B	0.07%
J	B	0.07%
MAA	C	0.07%
DG	F	0.07%
SSNC	C	0.07%
KIM	A	0.07%
KEY	B	0.07%
LYB	F	0.07%
PINS	F	0.07%
AEE	A	0.07%
WY	F	0.07%
SWK	F	0.06%
HST	C	0.06%
UTHR	B	0.06%
SNAP	C	0.06%
CMS	C	0.06%
AMCR	D	0.06%
MGM	D	0.06%
EL	F	0.06%
KMX	C	0.06%
INCY	B	0.05%
SJM	F	0.05%
RPM	A	0.05%
TXT	C	0.05%
TSN	C	0.05%
ACM	B	0.05%
TFX	F	0.04%
BBWI	C	0.04%
Z	B	0.04%
CRL	C	0.04%
OVV	C	0.04%
HRL	F	0.04%
AMH	C	0.04%
AIZ	A	0.04%
PARA	C	0.04%
NBIX	C	0.04%
DAY	C	0.04%
WYNN	F	0.04%
ACI	C	0.03%
CPB	F	0.03%
WBA	D	0.03%
NWSA	B	0.03%
DAL	A	0.03%
ALB	B	0.03%
CE	F	0.03%
LUV	B	0.02%
APA	F	0.02%

SHE Underweight 94 Positions Relative to SUSA

Symbol	Grade	Weight
GOOGL	B	-1.99%
GOOG	B	-1.9%
HD	B	-1.67%
AVGO	C	-1.65%
K	A	-1.43%
TXN	C	-1.35%
TSLA	B	-1.34%
ADP	A	-1.3%
OKE	A	-1.3%
CRH	B	-1.18%
CRM	B	-1.11%
MS	A	-1.02%
ADBE	C	-1.01%
MA	B	-0.96%
AMAT	F	-0.91%
PEP	D	-0.88%
NOW	A	-0.87%
EXPD	D	-0.8%
IBM	C	-0.78%
AMGN	F	-0.77%
CDNS	B	-0.69%
DHR	F	-0.67%
TRGP	B	-0.66%
FERG	B	-0.64%
HPE	B	-0.63%
CCI	F	-0.61%
AMD	F	-0.58%
ELV	F	-0.56%
CHRW	A	-0.55%
DIS	B	-0.54%
LRCX	F	-0.5%
WDAY	B	-0.49%
LKQ	D	-0.49%
NXPI	F	-0.49%
WAT	A	-0.46%
LII	B	-0.45%
DGX	A	-0.45%
TRV	B	-0.44%
ES	D	-0.43%
BG	D	-0.43%
KMB	F	-0.42%
CBRE	A	-0.42%
A	F	-0.41%
AMT	F	-0.39%
HBAN	B	-0.38%
KEYS	C	-0.35%
AXON	B	-0.34%
EW	D	-0.33%
ANET	C	-0.33%
SLB	C	-0.32%
STE	F	-0.31%
QCOM	F	-0.3%
PANW	A	-0.3%
WELL	B	-0.29%
SNPS	B	-0.29%
MU	D	-0.28%
HCA	D	-0.26%
VLO	D	-0.26%
NDAQ	A	-0.25%
DVA	C	-0.25%
WST	B	-0.24%
TRMB	B	-0.23%
ACGL	D	-0.23%
MOH	F	-0.22%
ZBH	C	-0.22%
COO	D	-0.22%
HPQ	B	-0.21%
MELI	D	-0.21%
HOLX	D	-0.2%
MRVL	B	-0.19%
TEAM	B	-0.18%
CNH	D	-0.18%
FSLR	F	-0.15%
BALL	D	-0.14%
MTD	F	-0.14%
KDP	D	-0.14%
STT	B	-0.13%
MDB	C	-0.13%
MKC	D	-0.13%
PTC	B	-0.13%
NUE	C	-0.12%
SOLV	D	-0.12%
NI	A	-0.11%
PWR	B	-0.11%
PPG	F	-0.1%
WDC	D	-0.1%
STX	D	-0.1%
IT	A	-0.1%
SNOW	C	-0.09%
REGN	F	-0.09%
AVTR	F	-0.09%
KHC	F	-0.09%
DXCM	C	-0.09%
HUM	D	-0.08%