MARB vs. CFCV ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to ClearBridge Focus Value ETF (CFCV)
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
$19.81
Average Daily Volume
6,733
30
CFCV
ClearBridge Focus Value ETF
CFCV Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities, or other exchange-traded investments with similar economic characteristics in which it is permitted to invest, of companies with large market capitalizations. It will only invest in instruments that trade on a U.S. exchange contemporaneously with the fund's shares and, for temporary or defensive purposes, in cash and cash equivalents.Grade (RS Rating)
Last Trade
$37.18
Average Daily Volume
1,515
39
Performance
| Period | MARB | CFCV |
|---|---|---|
| 30 Days | -1.56% | -0.31% |
| 60 Days | -0.82% | -0.21% |
| 90 Days | 0.54% | 3.26% |
| 12 Months | -1.14% | 16.92% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MARB | Weight in CFCV | Overlap | |
|---|---|---|---|---|---|
| COF | C | -3.86% | 2.18% | -3.86% |
MARB Overweight 29 Positions Relative to CFCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| HTLF | C | 6.3% | |
| HCP | B | 5.53% | |
| AMED | D | 4.82% | |
| EDR | A | 4.74% | |
| ACI | F | 4.56% | |
| AXNX | A | 4.09% | |
| JNPR | C | 3.63% | |
| ANSS | D | 3.46% | |
| DFS | C | 3.46% | |
| CTLT | B | 3.18% | |
| VZIO | B | 3.02% | |
| HES | D | 2.72% | |
| SRCL | B | 2.59% | |
| PRFT | A | 2.53% | |
| CHX | F | 2.48% | |
| MGRC | D | 2.42% | |
| SRDX | D | 2.25% | |
| PWSC | C | 2.0% | |
| IBTX | D | 1.84% | |
| MRO | D | 1.77% | |
| CPRI | C | 1.59% | |
| EQT | C | -0.07% | |
| WSC | D | -0.99% | |
| COP | D | -1.78% | |
| SSB | C | -1.86% | |
| SNPS | F | -1.96% | |
| CVX | D | -3.1% | |
| SLB | F | -3.68% | |
| UMBF | C | -6.56% |
MARB Underweight 38 Positions Relative to CFCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| SRE | A | -5.0% | |
| JPM | D | -4.64% | |
| WEC | A | -4.43% | |
| SHW | B | -4.35% | |
| MCK | F | -4.29% | |
| JNJ | C | -4.29% | |
| MCHP | F | -3.9% | |
| TMO | C | -3.87% | |
| AXP | A | -3.28% | |
| CMCSA | B | -3.22% | |
| MLM | D | -3.21% | |
| BDX | B | -3.12% | |
| EIX | A | -3.06% | |
| OTIS | A | -2.99% | |
| WMB | A | -2.98% | |
| MSI | A | -2.94% | |
| SCHW | D | -2.49% | |
| ITW | B | -2.42% | |
| UNH | B | -2.29% | |
| HD | A | -2.26% | |
| BAC | D | -2.23% | |
| VLTO | C | -2.2% | |
| MMC | D | -2.19% | |
| XPO | F | -1.91% | |
| AVGO | C | -1.88% | |
| HLN | A | -1.77% | |
| INTC | D | -1.67% | |
| PGR | C | -1.67% | |
| ORLY | A | -1.42% | |
| V | C | -1.35% | |
| META | A | -1.32% | |
| MSFT | C | -1.29% | |
| PH | B | -1.24% | |
| GOOGL | C | -1.17% | |
| DE | A | -1.01% | |
| DIS | D | -0.8% | |
| CVS | D | -0.77% | |
| SBUX | B | -0.55% |
MARB: Top Represented Industries & Keywords
CFCV: Top Represented Industries & Keywords
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