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Upturn AI SWOT - About
SPDR® SSGA Gender Diversity Index ETF (SHE)
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Upturn Advisory Summary
04/01/2025: SHE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 13.12% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 4220 | Beta 0.97 | 52 Weeks Range 99.19 - 123.16 | Updated Date 04/2/2025 |
52 Weeks Range 99.19 - 123.16 | Updated Date 04/2/2025 |
Upturn AI SWOT
SPDR® SSGA Gender Diversity Index ETF
ETF Overview
Overview
The SPDRu00ae SSGA Gender Diversity Index ETF (SHE) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the SSGA Gender Diversity Index. It focuses on companies with a commitment to gender diversity within senior leadership.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record in the ETF market.
Management Expertise
SSGA has extensive experience in managing index-based ETFs and a dedicated team focused on ESG (Environmental, Social, and Governance) investing.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the performance of the SSGA Gender Diversity Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the performance of the SSGA Gender Diversity Index.
Composition The ETF holds stocks of U.S. companies that exhibit a commitment to gender diversity in leadership positions.
Market Position
Market Share: SHE's market share within the ESG-focused ETF category is moderate.
Total Net Assets (AUM): 306100000
Competitors
Key Competitors
- ESGE
- EFIV
- FFSX
Competitive Landscape
The ESG ETF landscape is competitive, with various funds focusing on different ESG factors. SHE distinguishes itself with its specific focus on gender diversity, appealing to investors seeking to promote gender equality in corporate leadership. Some competitors have a broader ESG focus which provides wider diversification but less focused impact on gender diversity.
Financial Performance
Historical Performance: Historical performance varies depending on the time period analyzed. Long term returns have been reasonable.
Benchmark Comparison: The ETF's performance is generally close to its benchmark index, although tracking error can exist due to fees and expenses.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, as reflected in its average daily trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Market dynamics are influenced by investor sentiment towards ESG investing, corporate governance trends, and broader market conditions.
Growth Trajectory
Growth depends on increasing investor interest in ESG and the fund's ability to effectively track its index.
Moat and Competitive Advantages
Competitive Edge
SHE's competitive edge lies in its specific focus on gender diversity, providing a unique investment opportunity for investors seeking to promote gender equality. Its affiliation with SSGA enhances its credibility. While other ESG ETFs exist, few specifically target gender diversity. This allows it to attract a specific segment of the ESG investment market. It offers a focused approach to social impact investing.
Risk Analysis
Volatility
The ETF's volatility is similar to that of the broader U.S. equity market.
Market Risk
The ETF is subject to market risk, meaning that its value can fluctuate with overall market movements and economic conditions. There is also risk associated with the selection criteria for gender diversity and its impact on financial performance.
Investor Profile
Ideal Investor Profile
The ideal investor is one who is interested in ESG investing, specifically gender diversity, and seeks long-term capital appreciation.
Market Risk
The ETF is suitable for long-term investors who are comfortable with market risk and have a strong interest in promoting gender equality.
Summary
The SPDRu00ae SSGA Gender Diversity Index ETF (SHE) offers investors exposure to U.S. companies that exhibit a commitment to gender diversity in leadership positions. Managed by SSGA, a reputable asset manager, the fund seeks to replicate the performance of the SSGA Gender Diversity Index. It's suitable for long-term investors interested in ESG investing. However, it's crucial to assess the fund's historical performance and expense ratio compared to its competitors before making investment decisions.
Similar Companies
CRBN
iShares MSCI ACWI Low Carbon Target ETF
CRBN
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DSI
iShares MSCI KLD 400 Social ETF
DSI
iShares MSCI KLD 400 Social ETF
EFIV
SPDR® S&P 500® ESG ETF
EFIV
SPDR® S&P 500® ESG ETF
ESGE
iShares ESG Aware MSCI EM ETF
ESGE
iShares ESG Aware MSCI EM ETF
Sources and Disclaimers
Data Sources:
- SSGA Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be made in consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® SSGA Gender Diversity Index ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
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