SHEState Street SPDR MSCI USA Gender Diversity ETF
Seeks investment results that correspond to the total return performance of an index tracking U.S. large- and mid-cap companies with gender diversity characteristics.
By State Street Investment Management · Launched 2016
Annual Cost
0.20%
#967 of 6,040 · low cost
Fund Size
$333M
#1,990 of 6,040 · large
Return (1Y)
+26.5%
Track Record
10 years
#1,389 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,426+24.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Index tracked
MSCI USA Gender Diversity Select Index
Holdings
By weightConcentration
Top 10 holdings = 32.6% of funddiversified
Verizon Communications Inc
4.5%
NVIDIA Corp
4.4%
Microsoft Corp
4.4%
Micron Technology Inc
3.9%
Advanced Micro Devices Inc
3.6%
JPMorgan Chase & Co
3.0%
AT&T Inc
2.6%
Oracle Corp
2.2%
Walt Disney Co/The
2.2%
Intel Corp
1.8%
Asset allocation
Stocks
99.4%
Cash
0.6%
By sector
Technology
36.6%
Financial Services
12.3%
Communication
10.0%
Consumer Cyclical
9.8%
Healthcare
9.6%
Industrials
8.2%
Consumer Defensive
4.5%
Energy
3.5%
Other
5.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.8%Moderate
Year-on-year price swings
Max drawdown
-35.8%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.20Strong risk-adjusted returns
Sortino (3Y)
1.78Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks investment results that correspond to the total return performance of an index tracking U.S. large- and mid-cap companies with gender diversity characteristics.
- Strategy
- Employs a sampling strategy to track the MSCI USA Gender Diversity Select Index, investing primarily in U.S. large- and mid-cap companies with gender diversity and management characteristics. The Fund may also invest in cash and cash equivalents for management purposes.
- Inception date
- March 7, 2016
- Fund family
- State Street Investment Management
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Data updated on 2026-09-18