EQTYvsSHEETF Comparison
VS
ETF 2
SHE
State Street SPDR MSCI USA Gender Diversity ETF
Kovitz Core Equity ETF (EQTY) belongs to the Uncategorized Equities segment. State Street SPDR MSCI USA Gender Diversity ETF (SHE) is part of the segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. EQTY is more expensive with a Total Expense Ratio (TER) of 0.99%, versus 0.2% for SHE. EQTY is up 8.97% year-to-date (YTD) with -$76M in YTD flows. SHE performs better with 13.4% YTD performance, and +$13M in YTD flows. Run a side-by-side ETF comparison of EQTY and SHE below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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EQTY vs SHE performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 11/06/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EQTY SHE | -0.14%-7.22% | -1.21%-6.36% | +8.97%+13.40% | +15.15%+16.64% | +62.91%+76.63% | n/a+46.83% |
| Flows | EQTY SHE | -$69M+$19M | -$90M+$19M | -$76M+$13M | -$88M+$12M | -$65M-$7M | --$45M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EQTY SHE | +11.91%+15.10% | +13.19%+14.96% | +14.40%+14.64% | n/a+17.36% |
| Max drawdown | EQTY SHE | -3.93%-8.53% | -11.90%-8.62% | -17.29%-17.02% | n/a-31.80% |
| Max drawdown duration | EQTY SHE | 65d82d | 153d75d | 152d126d | n/a841d |
Trading data
EQTY | SHE | |
Last sale 11/6/2026 at 2:30 PM | $29.39 | $148.23 |
| Previous close 11/04/2026 | $29.45 | $147.36 |
| Consolidated volume 11/04/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 2026
1-year trailing difference
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EQTY
is actively managed and doesn’t replicate an indexEQTY | SHE | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
Main metrics
Last update 11/6/2026 at 2:30 PM
Live
Closed
EQTY | SHE | |
|---|---|---|
| Last price | $29.39 | $148.23 |
| 1D performance | -0.20% | +0.58% |
| AuM | $1.36 B | $329.98 M |
| E/R | 0.99% | 0.2% |
Characteristics
EQTY | SHE | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Kovitz | State Street Investment Management |
| Benchmark | - | MSCI USA Gender Diversity Select Index |
| N° of holdings | 37 | 227 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 12, 2022 | March 7, 2016 |
| ESG | No | Yes |
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Exposure
Countries
EQTY
USA
91.64%
Other
8.36%
SHE
USA
93.5%
Other
6.5%
Sectors
EQTY
Technology
37.86%
Finance
19.07%
Healthcare
15.59%
Industrials
11.83%
Consumer Non-Cycl.
7.22%
Other
8.43%
SHE
Technology
45.16%
Finance
12.22%
Healthcare
8.98%
Industrials
7.06%
Other
26.58%
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Diversification
EQTY
Total weight of top 15 holdings out of 15
58.84%
SHE
Total weight of top 15 holdings out of 15
45.12%
Top 15 holdings
Data as of September 30, 2026
EQTY
Microsoft Corp.
5.09%
The Charles Schwab Corp.
4.57%
Visa, Inc.
4.50%
Waters Corp.
4.35%
Intercontinental Exchange, Inc.
4.21%
Philip Morris International, Inc.
4.08%
Alphabet, Inc.
4.01%
Analog Devices, Inc.
3.99%
Aon Plc
3.94%
Danaher Corp.
3.66%
Carrier Global Corp.
3.65%
Meta Platforms, Inc.
3.25%
Motorola Solutions, Inc.
3.21%
Alcon AG
3.20%
Amazon.com, Inc.
3.14%
SHE
Advanced Micro Devices, Inc.
5.93%
Micron Technology, Inc.
5.14%
Microsoft Corp.
4.79%
NVIDIA Corp.
4.75%
Intel Corp.
4.07%
Netflix, Inc.
3.92%
JPMorgan Chase & Co.
3.21%
The Walt Disney Co.
1.99%
AT&T, Inc.
1.85%
Johnson & Johnson
1.77%
Amphenol Corp.
1.64%
Arista Networks, Inc.
1.63%
Oracle Corp.
1.59%
Analog Devices, Inc.
1.44%
AbbVie, Inc.
1.40%
Frequently asked questions about EQTY and SHE
How have the EQTY and SHE ETFs performed in 2026?
As of November 6, 2026, EQTY is up 8.97% year-to-date (YTD), while SHE has returned 13.4%. That puts SHE better performer ahead so far this year.
Which ETF is attracting more investor money: EQTY or SHE?
Year-to-date, the EQTY ETF saw -$76M in flows, compared to +$13M for SHE.
Which ETF is more volatile: EQTY or SHE?
Over the past year, EQTY had a volatility of 13.19%, while SHE experienced 14.96%.
Which ETF is bigger: EQTY or SHE?
As of November 6, 2026, EQTY holds $1.36 B in assets under management (AUM), while SHE manages $329.98 M.
What sectors do the EQTY and SHE ETFs invest in?
EQTY leans toward sectors like Technology, Finance and Healthcare. Meanwhile, SHE focuses on Technology, Finance and Healthcare.
What are the top holdings of the EQTY ETF and SHE ETF?
EQTY top holdings include Microsoft Corp., The Charles Schwab Corp. and Visa, Inc.. SHE holds in its top three: Advanced Micro Devices, Inc., Micron Technology, Inc. and Microsoft Corp..
Which ETF is more diversified: EQTY or SHE?
EQTY holds 38 securities with 58.84% of its assets in the top 15. SHE has 227 securities and a top 15 weight of 45.12%.
Latest news about EQTY & SHE
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SHE
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May 11, 2023
EQTY
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