MARB vs. IAT ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to iShares U.S. Regional Banks ETF (IAT)
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
$19.72
Average Daily Volume
7,030
34
IAT
iShares U.S. Regional Banks ETF
IAT Description
The investment seeks to track the investment results of an index composed of U.S. equities in the regional banks sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index (the "underlying index"), which measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$54.96
Average Daily Volume
382,733
34
Performance
| Period | MARB | IAT |
|---|---|---|
| 30 Days | -1.03% | 11.14% |
| 60 Days | -1.01% | 14.67% |
| 90 Days | -1.64% | 15.87% |
| 12 Months | -0.91% | 59.59% |
MARB Overweight 32 Positions Relative to IAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| HTLF | B | 7.98% | |
| HCP | B | 5.64% | |
| EDR | A | 4.92% | |
| ACI | C | 4.88% | |
| DFS | B | 4.67% | |
| AMED | F | 4.57% | |
| AXNX | A | 4.2% | |
| NAPA | A | 3.99% | |
| ANSS | B | 3.85% | |
| B | A | 3.78% | |
| JNPR | D | 3.65% | |
| EVRI | A | 3.48% | |
| K | A | 3.28% | |
| ESGR | B | 3.18% | |
| CTLT | C | 3.17% | |
| HES | B | 3.07% | |
| VZIO | A | 3.05% | |
| CHX | C | 2.78% | |
| LBPH | A | 2.78% | |
| MGRC | B | 2.75% | |
| FYBR | C | 2.53% | |
| ENV | B | 2.38% | |
| SRDX | B | 2.29% | |
| IBTX | B | 2.21% | |
| RCM | A | 2.07% | |
| MRO | B | 2.03% | |
| WSC | F | -1.0% | |
| COP | C | -2.02% | |
| SNPS | B | -2.21% | |
| CVX | A | -3.56% | |
| SLB | C | -4.15% | |
| COF | C | -5.12% |
MARB Underweight 32 Positions Relative to IAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| PNC | B | -14.13% | |
| USB | A | -13.33% | |
| TFC | A | -10.67% | |
| MTB | A | -4.88% | |
| FITB | B | -4.77% | |
| HBAN | A | -4.58% | |
| FCNCA | A | -4.56% | |
| RF | A | -4.3% | |
| CFG | B | -3.74% | |
| KEY | B | -3.18% | |
| EWBC | A | -2.56% | |
| FHN | A | -1.95% | |
| WBS | A | -1.84% | |
| WAL | B | -1.77% | |
| PNFP | B | -1.7% | |
| CFR | B | -1.59% | |
| ZION | B | -1.57% | |
| WTFC | A | -1.56% | |
| CMA | B | -1.54% | |
| CBSH | B | -1.5% | |
| SNV | C | -1.43% | |
| PB | B | -1.4% | |
| BPOP | C | -1.24% | |
| GBCI | B | -1.14% | |
| FNB | A | -1.06% | |
| HOMB | A | -1.02% | |
| UBSI | B | -1.0% | |
| FFIN | B | -0.95% | |
| OZK | B | -0.91% | |
| VLY | B | -0.85% | |
| BOKF | B | -0.46% | |
| TFSL | A | -0.14% |
MARB: Top Represented Industries & Keywords
IAT: Top Represented Industries & Keywords
Compare ETFs
