SPDR® SSGA Gender Diversity Index ETF (SHE)

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. The ETF primarily invests in U.S. equity securities of companies that exhibit gender diversity within their senior leadership.

Reputation and Reliability

State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record of managing ETFs. They are considered reliable and a major player in the ETF market.

Management Expertise

SSGA has a team of experienced portfolio managers and analysts dedicated to managing its ETFs. They have extensive knowledge of index replication and investment strategies.

Goal

The ETF aims to track the performance of an index that reflects the performance of U.S. companies demonstrating gender diversity in their leadership.

Investment Approach and Strategy

Strategy: The ETF tracks the SSGA Gender Diversity Index, a market-cap-weighted index designed to measure the performance of U.S. companies that demonstrate a commitment to gender diversity on their boards of directors and in their leadership positions.

Composition The ETF primarily holds U.S. equity securities.

Market Share: Data not readily available.

Total Net Assets (AUM): 307700000

Key Competitors

• Impact Shares Woman Forward ETF (WOMN)
• Victory Portfolios US 500 Enhanced Volatility Wtd ETF (CFA)

Competitive Landscape

The competitive landscape includes ETFs focused on ESG factors, particularly those related to gender diversity. SHE differentiates itself by focusing on companies with gender diversity in leadership. Advantages may include positive social impact and potentially better long-term performance, while disadvantages might include a narrower investment universe compared to broader ESG ETFs.

Historical Performance: Historical performance data is available from various financial data providers.

Benchmark Comparison: The ETF's performance should be compared to the SSGA Gender Diversity Index to assess tracking effectiveness.

Expense Ratio: 0.2

Average Trading Volume

The average trading volume indicates the ease with which shares of the ETF can be bought or sold on the secondary market and varies based on market conditions.

Bid-Ask Spread

The bid-ask spread represents the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept for shares of the ETF.

Market Environment Factors

Economic indicators, investor sentiment towards ESG investing, and sector-specific growth prospects influence the ETF. Market conditions are also impacted by regulatory changes and the availability of information on gender diversity metrics.

Growth Trajectory

Growth trends depend on the increasing investor interest in ESG investing and the adoption of gender diversity practices by companies. Changes to strategy and holdings may occur to better reflect index changes.

Competitive Edge

SHE benefits from being an early mover in the gender diversity ETF space. Its competitive edge stems from tracking a specific index based on leadership diversity. SSGA's reputation as a leading ETF provider also gives it an advantage. Furthermore, the ETF's focus on a specific social cause appeals to ESG-conscious investors seeking positive social impact and potentially better returns through diverse leadership.

Volatility

Historical volatility data is available from financial data providers, indicating the ETF's price fluctuations over time.

Market Risk

Market risk stems from potential declines in the overall equity market and the specific sectors in which the ETF invests. Risks also arise from defining and measuring gender diversity effectively.

Ideal Investor Profile

The ideal investor is someone who wants to invest in companies that promote gender diversity within their leadership and senior management and is seeking to align their investment with their values.

Market Risk

The ETF is best suited for long-term investors with a focus on ESG factors. May also appeal to passive index followers.

The SPDRu00ae SSGA Gender Diversity Index ETF (SHE) provides exposure to U.S. companies with gender diversity in leadership. It aims to track the SSGA Gender Diversity Index while appealing to ESG-conscious investors. The ETF benefits from SSGA's strong reputation and a focused investment strategy, however potential investors should consider the fees, historical volatility, and liquidity before investing. It is suitable for long-term investors aligned with ESG principles.

Data Sources:

• SSGA official website
• ETF.com
• Morningstar
• Bloomberg

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.