MARB vs. BWX ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to SPDR Bloomberg International Treasury Bond ETF (BWX)
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
$19.87
Average Daily Volume
14,580
34
BWX
SPDR Bloomberg International Treasury Bond ETF
BWX Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of an index that tracks the fixed-rate local currency sovereign debt of investment grade countries outside the United States. The fund seeks to track the performance of the Barclays Global Treasury Ex-US Capped Index. It invests at least 80% of total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$23.08
Average Daily Volume
371,019
4
Performance
| Period | MARB | BWX |
|---|---|---|
| 30 Days | -0.31% | 2.65% |
| 60 Days | 0.70% | 7.05% |
| 90 Days | 0.98% | 7.37% |
| 12 Months | -0.49% | 8.35% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MARB | Weight in BWX | Overlap | |
|---|---|---|---|---|---|
| COP | D | -1.98% | 0.0% | -1.98% |
MARB Overweight 33 Positions Relative to BWX
| Symbol | Grade | Weight | |
|---|---|---|---|
| HTLF | B | 6.2% | |
| HCP | B | 5.48% | |
| AMK | B | 5.03% | |
| ACI | D | 4.93% | |
| AMED | B | 4.82% | |
| EDR | A | 4.57% | |
| AXNX | A | 4.04% | |
| JNPR | A | 3.62% | |
| X | F | 3.59% | |
| DFS | C | 3.42% | |
| ANSS | D | 3.38% | |
| CTLT | A | 3.2% | |
| VZIO | A | 2.99% | |
| HES | F | 2.85% | |
| CHX | D | 2.6% | |
| PRFT | A | 2.5% | |
| SRCL | A | 2.5% | |
| MGRC | D | 2.34% | |
| SRDX | D | 2.31% | |
| PWSC | A | 1.98% | |
| MRO | C | 1.96% | |
| SILK | B | 1.96% | |
| IBTX | B | 1.88% | |
| DO | D | 1.83% | |
| CPRI | C | 1.46% | |
| EQT | D | -0.06% | |
| WSC | D | -0.96% | |
| SSB | B | -1.87% | |
| SNPS | D | -1.95% | |
| CVX | F | -3.2% | |
| COF | C | -3.77% | |
| SLB | F | -3.92% | |
| UMBF | B | -6.45% |
MARB: Top Represented Industries & Keywords
BWX: Top Represented Industries & Keywords
Compare ETFs
