MARB vs. NDIA ETF Comparison

Comparison of First Trust Merger Arbitrage ETF (MARB) to Global X India Active ETF (NDIA)
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

$19.87

Average Daily Volume

14,580

Number of Holdings *

34

* may have additional holdings in another (foreign) market
NDIA

Global X India Active ETF

NDIA Description The fund is an actively managed exchange traded fund ("ETF") advised by Global X Management Company LLC (the "Adviser") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, measured at the time of purchase, in equity securities: (i) of issuers domiciled in India; and/or (ii) that are tied economically to India. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$32.10

Average Daily Volume

4,244

Number of Holdings *

3

* may have additional holdings in another (foreign) market
Performance
Period MARB NDIA
30 Days -0.31% 1.98%
60 Days 0.70% 1.80%
90 Days 0.98% 7.74%
12 Months -0.49% 25.61%
0 Overlapping Holdings
Symbol Grade Weight in MARB Weight in NDIA Overlap
MARB Overweight 34 Positions Relative to NDIA
Symbol Grade Weight
HTLF B 6.2%
HCP B 5.48%
AMK B 5.03%
ACI D 4.93%
AMED B 4.82%
EDR A 4.57%
AXNX A 4.04%
JNPR A 3.62%
X F 3.59%
DFS C 3.42%
ANSS D 3.38%
CTLT A 3.2%
VZIO A 2.99%
HES F 2.85%
CHX D 2.6%
PRFT A 2.5%
SRCL A 2.5%
MGRC D 2.34%
SRDX D 2.31%
PWSC A 1.98%
MRO C 1.96%
SILK B 1.96%
IBTX B 1.88%
DO D 1.83%
CPRI C 1.46%
EQT D -0.06%
WSC D -0.96%
SSB B -1.87%
SNPS D -1.95%
COP D -1.98%
CVX F -3.2%
COF C -3.77%
SLB F -3.92%
UMBF B -6.45%
MARB Underweight 3 Positions Relative to NDIA
Symbol Grade Weight
IBN C -6.94%
HDB C -4.89%
INFY B -4.81%
Compare ETFs