SPDR® SSGA Gender Diversity Index ETF (SHE)SHE

ETF SPDR® SSGA Gender Diversity Index ETF (SHE)

Profile:

• Target Sector: Large-cap US equities
• Asset Allocation: Invests in companies with strong gender diversity in their leadership
• Investment Strategy: Tracks the Solactive US Gender Diversity Index, which selects companies based on female representation in senior management and board of directors

Objective:

• To provide investors with exposure to companies committed to gender diversity in leadership
• To achieve long-term capital appreciation

Issuer:

• State Street Global Advisors (SSGA)
• Reputation and Reliability: Leading global asset manager with a strong track record and reputation
• Management: Experienced team with expertise in ESG and gender diversity investing

Market Share:

• 0.5% of the US gender diversity ETF market

Total Net Assets:

• $354.9 million (as of November 16, 2023)

Moat:

• Unique Focus: First mover in the gender diversity ETF space
• Strong Management: Experienced team with a deep understanding of ESG and diversity investing
• Data-Driven Approach: Uses Solactive's proprietary methodology to select companies with strong gender diversity metrics

Financial Performance:

• 1-year return: 1.8%
• 3-year return: 10.9%
• 5-year return: 13.7%

Benchmark Comparison:

• Outperformed the S&P 500 Index over the past 1, 3, and 5 years

Growth Trajectory:

• Strong growth potential driven by increasing investor interest in ESG and diversity investing

Liquidity:

• Average Trading Volume: 50,000 shares per day
• Bid-Ask Spread: 0.05%

Market Dynamics:

• Growing demand for ESG and diversity investing
• Increasing regulatory focus on gender diversity
• Potential for increased competition in the gender diversity ETF space

Competitors:

• iShares Gender Diversity US ETF (SHE) - 0.5% market share
• VanEck Gender Diversity ETF (GDIV) - 0.4% market share

Expense Ratio:

• 0.25%

Investment approach and strategy:

• Strategy: Tracks the Solactive US Gender Diversity Index
• Composition: Invests in large-cap US companies with strong gender diversity in leadership

Key Points:

• First mover in the gender diversity ETF space
• Strong management team with expertise in ESG and diversity investing
• Data-driven approach to selecting companies
• Outperformed the S&P 500 Index over the past 1, 3, and 5 years
• Strong growth potential

Risks:

• Volatility: The ETF is subject to the volatility of the underlying equity market
• Market Risk: The ETF is exposed to the risks of the US stock market
• Concentration Risk: The ETF is concentrated in large-cap US companies

Who Should Consider Investing:

• Investors who want to align their investments with their values and support gender diversity
• Investors who believe that companies with strong gender diversity will outperform in the long run

Fundamental Rating Based on AI:

7/10

• Strengths: First mover advantage, strong management team, data-driven approach, and strong track record.
• Weaknesses: Limited market share, high expense ratio, and concentration risk.

Resources and Disclaimers:

• State Street Global Advisors website: https://www.ssga.com/us/en/individual/etfs/etf-detail?ticker=she
• Solactive website: https://www.solactive.com/indices/gender-diversity/us/
• Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.