SHEvsSCHXETF Comparison
ETF 1
SHE
State Street SPDR MSCI USA Gender Diversity ETF
VS
State Street SPDR MSCI USA Gender Diversity ETF (SHE) belongs to the segment. Schwab U.S. Large-Cap ETF (SCHX) is part of the US Large Cap segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. SHE is more expensive with a Total Expense Ratio (TER) of 0.2%, versus 0.03% for SCHX. SHE is up 17.81% year-to-date (YTD) with +$13M in YTD flows. SCHX performs worse with 12.01% YTD performance, and +$2.98B in YTD flows. Run a side-by-side ETF comparison of SHE and SCHX 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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SHE vs SCHX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/23/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHE SCHX | -2.98%-1.12% | +1.29%+3.03% | +17.81%+12.01% | +19.95%+13.72% | +90.55%+87.34% | +52.71%+73.73% |
| Flows | SHE SCHX | +$19M+$85M | +$19M+$666M | +$13M+$2.98B | +$12M+$3.90B | -$7M+$12.64B | -$42M+$14.42B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHE SCHX | +11.74%+11.13% | +13.94%+12.91% | +14.35%+15.28% | +17.18%+17.38% |
| Max drawdown | SHE SCHX | -4.36%-3.18% | -8.62%-9.01% | -17.02%-19.16% | -31.80%-25.39% |
| Max drawdown duration | SHE SCHX | 68d53d | 75d92d | 126d126d | 841d715d |
Trading data
SHE | SCHX | |
Last sale 10/26/2026 at 1:30 PM | $155.34 | $30.10 |
| Previous close 10/23/2026 | $154.01 | $29.88 |
| Consolidated volume 10/23/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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SHE | SCHX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/26/2026 at 1:30 PM
Live
Closed
SHE | SCHX | |
|---|---|---|
| Last price | $155.34 | $30.10 |
| 1D performance | +0.86% | +0.74% |
| AuM | $342.82 M | $73.54 B |
| E/R | 0.2% | 0.03% |
Characteristics
SHE | SCHX | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | State Street Investment Management | Schwab ETFs |
| Benchmark | MSCI USA Gender Diversity Select Index | Dow Jones U.S. Large-Cap Total Stock Market Index |
| N° of holdings | 227 | 691 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 7, 2016 | November 3, 2009 |
| ESG | Yes | No |
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Exposure
Countries
SHE
USA
93.25%
Other
6.75%
SCHX
USA
97.69%
Other
2.31%
Sectors
SHE
Technology
42.56%
Finance
13.15%
Healthcare
9.08%
Industrials
7.18%
Other
28.03%
SCHX
Technology
44.45%
Finance
14%
Healthcare
9.34%
Consumer Non-Cycl.
9.05%
Industrials
7.42%
Other
15.75%
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Diversification
SHE
Total weight of top 15 holdings out of 15
42.59%
SCHX
Total weight of top 15 holdings out of 15
43.5%
Top 15 holdings
Data as of August 31, 2026
SHE
Microsoft Corp.
4.70%
Micron Technology, Inc.
4.59%
NVIDIA Corp.
4.55%
Netflix, Inc.
4.53%
Advanced Micro Devices, Inc.
4.53%
JPMorgan Chase & Co.
3.42%
Intel Corp.
3.00%
The Walt Disney Co.
2.02%
AT&T, Inc.
1.95%
Johnson & Johnson
1.76%
Oracle Corp.
1.71%
Arista Networks, Inc.
1.55%
Amphenol Corp.
1.53%
Salesforce, Inc.
1.38%
Costco Wholesale Corp.
1.37%
SCHX
NVIDIA Corp.
7.81%
Apple, Inc.
6.89%
Microsoft Corp.
5.52%
Amazon.com, Inc.
3.86%
Alphabet, Inc.
3.07%
Broadcom Inc.
2.56%
Alphabet, Inc.
2.44%
Meta Platforms, Inc.
1.87%
Micron Technology, Inc.
1.56%
Tesla, Inc.
1.49%
Eli Lilly & Co.
1.46%
JPMorgan Chase & Co.
1.44%
Berkshire Hathaway, Inc.
1.37%
Advanced Micro Devices, Inc.
1.17%
ExxonMobil Holdings Corp.
1.01%
Frequently asked questions about SHE and SCHX
How have the SHE and SCHX ETFs performed in 2026?
As of October 23, 2026, SHE is up 17.81% year-to-date (YTD), while SCHX has returned 12.01%. That puts SHE better performer ahead so far this year.
Which ETF is attracting more investor money: SHE or SCHX?
Year-to-date, the SHE ETF saw +$13M in flows, compared to +$2.98B for SCHX.
Which ETF is more volatile: SHE or SCHX?
Over the past year, SHE had a volatility of 13.94%, while SCHX experienced 12.91%.
Which ETF is bigger: SHE or SCHX?
As of October 23, 2026, SHE holds $342.82 M in assets under management (AUM), while SCHX manages $73.54 B.
What sectors do the SHE and SCHX ETFs invest in?
SHE leans toward sectors like Technology, Finance and Healthcare. Meanwhile, SCHX focuses on Technology, Finance and Healthcare.
What are the top holdings of the SHE ETF and SCHX ETF?
SHE top holdings include Microsoft Corp., Micron Technology, Inc. and NVIDIA Corp.. SCHX holds in its top three: NVIDIA Corp., Apple, Inc. and Microsoft Corp..
Which ETF is more diversified: SHE or SCHX?
SHE holds 227 securities with 42.59% of its assets in the top 15. SCHX has 692 securities and a top 15 weight of 43.5%.
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Latest news about SHE & SCHX
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