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SHE Is An Interesting Investment

Updated: Dec 3, 2020

An ETF That Celebrates Gender Diversity

At Aspen Women’s Wealth, our mission is to be a trusted source for creative ideas on investing, financial and estate planning. Whether you are a new or seasoned investor, you may not be familiar with ETF’s. Today, we are going to be taking a deeper look into SHE, a new ETF that puts gender diversity in the spotlight.

An ETF With a Purpose

SHE is listed with the SSGA Gender Diversity Index. What is that, you may be wondering? The SSGA Gender Diversity Index is designed to measure the performance of U.S. large capitalization companies that are "gender diverse," which are defined as companies that exhibit gender diversity in their senior leadership positions.

If you are looking to grow your investments and support female empowerment at the same time, SHE is a perfect match. Even better, the companies in this particular ETF are all heavy hitters. The top 5 holdings include Johnson and Johnson, Paypal, Visa, Texas Instruments, and Netflix. Additionally, SHE has a relatively low cost, at 20 basis points.

One of the biggest rules to go by in investing is diversification. ETF’s are a great way to diversify and can be easily liquidated at any time. And if you are going to invest in an ETF, why not make it one that also celebrates women leaders? SHE definitely gets the Aspen Women’s Wealth seal of approval.

As with all investments please do your own research and our commentary is not intended to be a recommendation for purchase. This ETF is smaller at $157mm in total assets which may affect its liquidity compared to larger alternatives. The four-year track record is shorter than larger ETF’s so put it on your radar list while you do your own homework before investing.

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