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SHE vs. SPIT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SHE vs. SPIT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR SSGA Gender Diversity Index ETF (SHE) and F/m Emerald Special Situations ETF (SPIT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SHE achieves a 16.82% return, which is significantly lower than SPIT's 27.30% return.


SHE

1D
-0.83%
1M
-0.76%
6M
14.14%
YTD
16.82%
1Y
25.12%
3Y*
21.32%
5Y*
9.68%
10Y*
12.13%

SPIT

1D
-1.91%
1M
0.33%
6M
18.89%
YTD
27.30%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SHE vs. SPIT - Yearly Performance Comparison


Correlation

The correlation between SHE and SPIT is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 6, 2025

0.75

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Return for Risk

SHE vs. SPIT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SHE
SHE Risk / Return Rank: 7373
Overall Rank
SHE Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
SHE Sortino Ratio Rank: 7474
Sortino Ratio Rank
SHE Omega Ratio Rank: 6969
Omega Ratio Rank
SHE Calmar Ratio Rank: 7373
Calmar Ratio Rank
SHE Martin Ratio Rank: 7575
Martin Ratio Rank

SPIT

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SHE vs. SPIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR SSGA Gender Diversity Index ETF (SHE) and F/m Emerald Special Situations ETF (SPIT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SHESPITDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.32

Calmar ratioReturn relative to maximum drawdown

2.95

Martin ratioReturn relative to average drawdown

11.19

SHE vs. SPIT - Sharpe Ratio Comparison


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Drawdowns

SHE vs. SPIT - Drawdown Comparison

The maximum SHE drawdown since its inception was -35.80%, which is greater than SPIT's maximum drawdown of -12.49%. Use the drawdown chart below to compare losses from any high point for SHE and SPIT.


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Drawdown Indicators


SHESPITDifference

Max Drawdown

Largest peak-to-trough decline

-35.80%

-12.49%

-23.31%

Max Drawdown (1Y)

Largest decline over 1 year

-8.54%

Max Drawdown (3Y)

Largest decline over 3 years

-17.07%

Max Drawdown (5Y)

Largest decline over 5 years

-31.69%

Max Drawdown (10Y)

Largest decline over 10 years

-35.80%

Current Drawdown

Current decline from peak

-2.86%

-5.43%

+2.57%

Average Drawdown

Average peak-to-trough decline

-6.27%

-2.51%

-3.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.25%

Volatility

SHE vs. SPIT - Volatility Comparison


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Volatility by Period


SHESPITDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.76%

Volatility (6M)

Calculated over the trailing 6-month period

10.99%

Volatility (1Y)

Calculated over the trailing 1-year period

13.46%

26.39%

-12.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.30%

26.39%

-9.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.01%

26.39%

-8.38%

SHE vs. SPIT - Expense Ratio Comparison

SHE has a 0.20% expense ratio, which is lower than SPIT's 0.89% expense ratio.


Dividends

SHE vs. SPIT - Dividend Comparison

SHE's dividend yield for the trailing twelve months is around 1.09%, less than SPIT's 5.64% yield.


PositionTTM2025202420232022202120202019201820172016
SHE
SPDR SSGA Gender Diversity Index ETF
1.09%1.18%1.14%1.37%1.54%0.99%1.24%1.91%7.39%5.37%6.41%
SPIT
F/m Emerald Special Situations ETF
5.64%7.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


SHE and SPIT have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SHE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SHE is cheaper with a 0.20% expense ratio, compared with 0.89% for SPIT.

SPIT has the higher dividend yield at 5.64%, compared with 1.09% for SHE.

They also come from different issuers: State Street and F/m Investments. Their fees differ too: 0.20% for SHE and 0.89% for SPIT.

Portfolio Optimizer

Find the right allocation for SHE and SPIT

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