SHE vs VYM
SHE vs VYM
State Street SPDR MSCI USA Gender Diversity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. SHE delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SHE | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.20% | 0.04% | |
| AUM | $322M | $79.0B | |
| Dividend Yield | 1.03% | 2.86% | |
| Holdings | 215 | 568 | |
| YTD Return | +21.29% | +15.80% | |
| 1Y Return | +31.87% | +26.12% | |
| 3Y Return (annualized) | +22.95% | +18.25% | |
| 5Y Return (annualized) | +10.40% | +12.51% | |
| Volatility (annualized) | 16.4% | 14.6% | |
| Max Drawdown | -36.2% | -58.8% | |
| Fund Family | State Street Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 7, 2016 | Nov 10, 2006 |
SHE vs VYM Performance
State Street SPDR MSCI USA Gender Diversity ETF (SHE) is a ETF from State Street Investment Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SHE returned +31.87% while VYM returned +26.12%. Year to date, SHE is up 21.29% versus a gain of 15.80% for VYM.
Over three years, SHE compounded at +22.95% per year against +18.25% for VYM; over five years the annualized figures are +10.40% and +12.51% respectively. Across the full 10-year window we track, SHE has the edge at +10.73% annualized vs +7.07%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SHE has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 14.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -36.2% for SHE and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SHE charges 0.20% per year while VYM charges 0.04%. On a $10,000 position that is $20 vs $4 annually, a gap of $16 per year that compounds over a long holding period. On income, SHE currently yields 1.03% against 2.86% for VYM.
Holdings Overlap
SHE and VYM share 106 holdings out of 684 unique holdings combined, representing a 41.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SHE | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 4.03% | 6.47% | 2.44% |
| JPM:US | 3.08% | 3.36% | 0.28% |
| XOM | 1.31% | 2.83% | 1.52% |
| JNJ | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| BAC | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
See all 10 holdings SHE shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, SHE or VYM?
SHE has an expense ratio of 0.20% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $16 per year of difference.
Which performed better, SHE or VYM?
Over the past year SHE returned +31.87% vs +26.12% for VYM, so SHE leads on 1-year performance. Over the longest common window we track (10 years), SHE annualized +10.73% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, SHE or VYM?
SHE has been the more volatile fund at 16.4% annualized versus 14.6% for VYM. Worst drawdown: SHE -36.2% vs VYM -58.8%.
Should I hold both SHE and VYM?
SHE and VYM have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SHE and VYM?
SHE and VYM share 106 common holdings with a 41.5% weight overlap. Combined, they hold 684 unique securities.
Which pays a higher dividend, SHE or VYM?
SHE yields 1.03% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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