MARB vs. JDVI ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to John Hancock Disciplined Value International Select ETF (JDVI)
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
JDVI
John Hancock Disciplined Value International Select ETF
JDVI Description
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of equity and equity-related securities issued by non-U.S. large and mid-capitalization companies that meet the fund"s value criteria. The fund generally invests in the equity securities of issuers the manager believes are undervalued. The fund is non-diversified.Grade (RS Rating)
Last Trade
$27.02
Average Daily Volume
94
4
Performance
Period | MARB | JDVI |
---|---|---|
30 Days | 0.05% | -1.50% |
60 Days | 0.50% | 1.79% |
90 Days | -0.35% | 1.39% |
12 Months | 0.60% |
0 Overlapping Holdings
Symbol | Grade | Weight in MARB | Weight in JDVI | Overlap |
---|
MARB Overweight 29 Positions Relative to JDVI
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
JDVI: Top Represented Industries & Keywords