ducovest

SHE:ARCA-SPDR Series Trust SSGA Gender Diversity Index (USD)

ETF | Large Blend | NYSE Arca

Last Closing

USD 117.199

Change

-1.13 (-0.96)%

Market Cap

USD 0.28B

Volume

2.89K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

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.

Company Website : www.spdrs.com

Currency: USD

Country : USA

Inception Date: 07/03/2016

Primary Benchmark: SSGA Gender Diversity GR USD

Primary Index: S&P 500 TR USD

Gross Expense Ratio: 0.2%

Management Expense Ratio: 0.20 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-27 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
VTI Vanguard Total Stock Market In.. 0.03 %

N/A

 USD 456.91B
SPLG SPDR® Portfolio S&P 500 ETF 0.04 %

N/A

 USD 54.47B
SCHX Schwab U.S. Large-Cap ETF 0.03 %

N/A

 USD 51.93B
DYNF BlackRock US Equity Factor Rot.. 0.00 %

N/A

 USD 14.33B
GSLC Goldman Sachs ActiveBeta® U.S.. 0.09 %

N/A

 USD 13.32B
SPTM SPDR® Portfolio S&P 1500 Comp.. 0.04 %

N/A

 USD 9.84B
SPLV Invesco S&P 500® Low Volatili.. 0.25 %

N/A

 USD 7.27B
JQUA JPMorgan U.S. Quality Factor E.. 0.12 %

N/A

 USD 5.38B
SCHK Schwab 1000 ETF 0.05 %

N/A

 USD 4.10B
SUSA iShares MSCI USA ESG Select 0.25 %

N/A

 USD 3.87B

ETFs Containing SHE

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 23.37% 54% F 81% B-
Dividend Return 1.39% 71% C- 22% F
Total Return 24.76% 57% F 80% B-
Trailing 12 Months  
Capital Gain 23.37% 54% F 81% B-
Dividend Return 1.39% 71% C- 22% F
Total Return 24.76% 57% F 80% B-
Trailing 5 Years  
Capital Gain 51.10% 22% F 75% C
Dividend Return 7.69% 20% F 21% F
Total Return 58.79% 21% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 12.23% 36% F 69% C-
Dividend Return 13.35% 35% F 67% D+
Total Return 1.11% 25% F 27% F
Risk Return Profile  
Volatility (Standard Deviation) 22.98% 18% F 48% F
Risk Adjusted Return 58.08% 22% F 72% C
Market Capitalization 0.28B N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.