MARB vs. KIE ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to SPDR S&P Insurance ETF (KIE)
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
$19.68
Average Daily Volume
6,829
34
KIE
SPDR S&P Insurance ETF
KIE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$59.27
Average Daily Volume
1,134,647
50
Performance
| Period | MARB | KIE |
|---|---|---|
| 30 Days | -1.37% | 2.09% |
| 60 Days | -1.54% | 5.50% |
| 90 Days | -2.22% | 10.73% |
| 12 Months | -1.40% | 37.38% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MARB | Weight in KIE | Overlap | |
|---|---|---|---|---|---|
| ESGR | B | 3.18% | 1.93% | 1.93% |
MARB Overweight 33 Positions Relative to KIE
| 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 | B | 3.28% | |
| CTLT | D | 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 | C | 2.29% | |
| IBTX | B | 2.21% | |
| RCM | A | 2.07% | |
| MRO | A | 2.03% | |
| WSC | F | -1.0% | |
| COP | B | -2.02% | |
| SNPS | C | -2.21% | |
| SSB | B | -2.22% | |
| CVX | A | -3.56% | |
| SLB | C | -4.15% | |
| COF | B | -5.12% | |
| UMBF | B | -8.33% |
MARB Underweight 49 Positions Relative to KIE
| Symbol | Grade | Weight | |
|---|---|---|---|
| UNM | A | -2.4% | |
| GSHD | A | -2.37% | |
| BHF | B | -2.28% | |
| LNC | B | -2.28% | |
| CNO | A | -2.22% | |
| PRI | A | -2.17% | |
| RYAN | B | -2.11% | |
| KMPR | A | -2.09% | |
| RLI | A | -2.09% | |
| WTM | A | -2.08% | |
| AON | A | -2.08% | |
| WTW | B | -2.07% | |
| AGO | A | -2.06% | |
| CINF | A | -2.06% | |
| SIGI | B | -2.05% | |
| THG | A | -2.04% | |
| BRO | B | -2.04% | |
| AIZ | A | -2.04% | |
| AXS | A | -2.03% | |
| PRU | A | -2.03% | |
| TRV | A | -2.02% | |
| MET | A | -2.02% | |
| PFG | A | -2.01% | |
| L | A | -2.0% | |
| MKL | A | -2.0% | |
| GNW | A | -2.0% | |
| GL | B | -1.99% | |
| AIG | A | -1.99% | |
| ORI | A | -1.97% | |
| RNR | D | -1.96% | |
| RGA | A | -1.96% | |
| WRB | A | -1.95% | |
| ALL | A | -1.93% | |
| PGR | B | -1.9% | |
| HIG | A | -1.9% | |
| AFG | A | -1.9% | |
| AFL | C | -1.88% | |
| AJG | A | -1.86% | |
| FNF | C | -1.86% | |
| MMC | C | -1.85% | |
| KNSL | B | -1.84% | |
| CB | C | -1.83% | |
| EG | D | -1.8% | |
| FAF | C | -1.79% | |
| ACGL | D | -1.69% | |
| PLMR | A | -1.64% | |
| ERIE | F | -1.55% | |
| STC | A | -1.38% | |
| OSCR | D | -1.2% |
MARB: Top Represented Industries & Keywords
KIE: Top Represented Industries & Keywords
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