MARB vs. EPU ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to iShares MSCI All Peru Capped ETF (EPU)
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
$19.77
Average Daily Volume
7,012
32
EPU
iShares MSCI All Peru Capped ETF
EPU Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI All Peru Capped Index (the "underlying index"). The fund generally invests at least 80% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index is a free float-adjusted market capitalization index designed to measure the performance of Peruvian equity securities as well as securities of companies that are headquartered in Peru and have the majority of their operations based in Peru. The fund is non-diversified.Grade (RS Rating)
Last Trade
$43.31
Average Daily Volume
12,293
2
Performance
| Period | MARB | EPU |
|---|---|---|
| 30 Days | -0.74% | -3.03% |
| 60 Days | -0.73% | 4.05% |
| 90 Days | -1.43% | 6.64% |
| 12 Months | -0.69% | 46.77% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MARB | Weight in EPU | Overlap | |
|---|---|---|---|---|---|
| COP | C | -2.07% | 0.0% | -2.07% |
MARB Overweight 31 Positions Relative to EPU
| Symbol | Grade | Weight | |
|---|---|---|---|
| HTLF | B | 7.67% | |
| HCP | B | 5.59% | |
| EDR | A | 4.99% | |
| ACI | C | 4.78% | |
| DFS | B | 4.54% | |
| AMED | F | 4.52% | |
| NAPA | B | 4.02% | |
| ANSS | B | 3.82% | |
| B | B | 3.79% | |
| EVRI | A | 3.48% | |
| JNPR | F | 3.38% | |
| K | A | 3.27% | |
| HES | B | 3.22% | |
| ESGR | B | 3.18% | |
| CTLT | B | 3.15% | |
| VZIO | A | 3.08% | |
| LBPH | A | 2.78% | |
| MGRC | B | 2.71% | |
| CHX | C | 2.7% | |
| FYBR | D | 2.57% | |
| ENV | B | 2.38% | |
| SRDX | B | 2.33% | |
| IBTX | B | 2.15% | |
| MRO | B | 2.07% | |
| WSC | D | -0.93% | |
| SSB | B | -2.14% | |
| SNPS | B | -2.16% | |
| CVX | A | -3.7% | |
| SLB | C | -4.08% | |
| COF | B | -4.96% | |
| UMBF | B | -7.96% |
MARB Underweight 1 Positions Relative to EPU
| Symbol | Grade | Weight | |
|---|---|---|---|
| LAUR | A | -2.82% |
MARB: Top Represented Industries & Keywords
EPU: Top Represented Industries & Keywords
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