MARB vs. BEEZ ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to Honeytree U.S. Equity ETF (BEEZ)
MARB
First Trust Merger Arbitrage ETF
MARB Description
The investment seeks to provide investors with capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by establishing long and short positions in the equity securities of companies that are involved in a publicly-announced significant corporate event, such as a merger or acquisition. It's portfolio may include equity securities issued by U.S. and non-U.S. companies, including American Depositary Receipts (ADRs), and derivatives, including total return swaps. The fund may invest in securities issued by small, mid and large capitalization issuers. It is non-diversified.
Grade (RS Rating)
Last Trade
$19.70
Average Daily Volume
29,708
29
BEEZ
Honeytree U.S. Equity ETF
BEEZ Description
The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.Grade (RS Rating)
Last Trade
$29.81
Average Daily Volume
1,130
10
Performance
Period | MARB | BEEZ |
---|---|---|
30 Days | 0.05% | 1.99% |
60 Days | 0.50% | 2.48% |
90 Days | -0.35% | 0.33% |
12 Months | 0.60% |
0 Overlapping Holdings
Symbol | Grade | Weight in MARB | Weight in BEEZ | Overlap |
---|
MARB Overweight 29 Positions Relative to BEEZ
Symbol | Grade | Weight | |
---|---|---|---|
ACI | F | 4.76% | |
AMED | A | 4.5% | |
EDR | A | 4.4% | |
AXNX | B | 3.87% | |
HCP | A | 3.44% | |
AMK | B | 3.42% | |
X | D | 3.37% | |
ANSS | C | 3.35% | |
JNPR | B | 3.29% | |
HTLF | B | 3.27% | |
DFS | A | 3.02% | |
HES | C | 3.0% | |
CTLT | B | 2.91% | |
CERE | D | 2.83% | |
VZIO | B | 2.81% | |
ETRN | D | 2.73% | |
CHX | C | 2.71% | |
PRFT | B | 2.44% | |
MGRC | F | 2.23% | |
NWLI | A | 2.06% | |
CPRI | D | 1.3% | |
PFS | D | -0.05% | |
WSC | F | -0.94% | |
SNPS | B | -2.2% | |
EQT | D | -2.8% | |
CVX | D | -3.34% | |
COF | C | -3.42% | |
UMBF | B | -3.46% | |
SLB | C | -4.1% |
MARB: Top Represented Industries & Keywords
BEEZ: Top Represented Industries & Keywords