MARB vs. KBWY ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to PowerShares KBW Premium Yield Equity REIT Portfolio ETF (KBWY)
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
KBWY
PowerShares KBW Premium Yield Equity REIT Portfolio ETF
KBWY Description
The PowerShares KBW Premium Yield Equity REIT Portfolio (Fund) is based on the KBW Premium Yield Equity REIT Index (Index). The Fund will normally invest at least 90% of its total assets in the securities that comprise the Index. The Index is calculated using a dividend yield weighted methodology that seeks to reflect the performance of approximately 24 to 40 small- and mid-cap equity REITs in the United States. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$19.72
Average Daily Volume
108,401
27
Performance
| Period | MARB | KBWY |
|---|---|---|
| 30 Days | -0.74% | -3.74% |
| 60 Days | -0.73% | -6.55% |
| 90 Days | -1.43% | -0.78% |
| 12 Months | -0.69% | 20.56% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MARB | Weight in KBWY | Overlap |
|---|
MARB Overweight 32 Positions Relative to KBWY
| 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% | |
| COP | C | -2.07% | |
| 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 27 Positions Relative to KBWY
| Symbol | Grade | Weight | |
|---|---|---|---|
| GNL | F | -6.33% | |
| GOOD | B | -5.09% | |
| SVC | F | -4.94% | |
| GMRE | F | -4.91% | |
| SBRA | C | -4.41% | |
| DEA | D | -4.36% | |
| OUT | A | -4.34% | |
| APLE | B | -4.19% | |
| OHI | C | -4.03% | |
| EPR | D | -3.95% | |
| LTC | B | -3.79% | |
| HIW | D | -3.58% | |
| BNL | D | -3.5% | |
| AHH | D | -3.49% | |
| GTY | B | -3.3% | |
| GLPI | C | -3.25% | |
| WPC | D | -3.17% | |
| SLG | B | -3.0% | |
| IIPR | D | -2.96% | |
| PDM | D | -2.91% | |
| AAT | B | -2.86% | |
| FCPT | C | -2.85% | |
| LXP | D | -2.61% | |
| KIM | A | -2.6% | |
| NSA | D | -2.6% | |
| NXRT | B | -2.21% | |
| OPI | F | -0.59% |
MARB: Top Represented Industries & Keywords
KBWY: Top Represented Industries & Keywords
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