MARB vs. OSCV ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to Opus Small Cap Value Plus ETF (OSCV)
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
OSCV
Opus Small Cap Value Plus ETF
OSCV Description
The investment seeks capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF") that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U.S. companies. The fund's sub-adviser defines a small-capitalization company as an issuer whose market capitalization at the time of purchase is in the range of those found in the Russell 2000® Index. The fund will primarily invest in common stocks and real estate investment trusts ("REITs").Grade (RS Rating)
Last Trade
$40.58
Average Daily Volume
74,482
66
Performance
| Period | MARB | OSCV |
|---|---|---|
| 30 Days | -0.74% | 7.61% |
| 60 Days | -0.73% | 7.76% |
| 90 Days | -1.43% | 8.89% |
| 12 Months | -0.69% | 30.21% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MARB | Weight in OSCV | Overlap |
|---|
MARB Overweight 32 Positions Relative to OSCV
| 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 66 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| CASY | A | -2.78% | |
| TXRH | C | -2.53% | |
| ENSG | D | -2.52% | |
| FIX | A | -2.4% | |
| KAI | A | -2.21% | |
| PRI | A | -2.07% | |
| TTEK | F | -2.06% | |
| KBH | D | -2.04% | |
| CHE | D | -2.03% | |
| OC | A | -1.99% | |
| THG | A | -1.96% | |
| CW | B | -1.91% | |
| ACA | A | -1.89% | |
| SYBT | B | -1.88% | |
| NOG | A | -1.88% | |
| EFSC | B | -1.87% | |
| HWKN | B | -1.83% | |
| UFPI | B | -1.8% | |
| SBCF | A | -1.76% | |
| EHC | B | -1.7% | |
| HLI | B | -1.68% | |
| GABC | B | -1.65% | |
| MUSA | A | -1.62% | |
| HOMB | A | -1.58% | |
| WTFC | A | -1.56% | |
| CASH | A | -1.55% | |
| PRIM | A | -1.53% | |
| EPRT | B | -1.53% | |
| LKFN | B | -1.51% | |
| ICFI | F | -1.51% | |
| CODI | B | -1.47% | |
| ATR | B | -1.45% | |
| CHRD | D | -1.41% | |
| WTBA | B | -1.31% | |
| HCKT | B | -1.3% | |
| EGP | F | -1.29% | |
| CWT | D | -1.25% | |
| GGG | B | -1.24% | |
| OTTR | C | -1.23% | |
| CHDN | B | -1.2% | |
| KFRC | D | -1.2% | |
| BYD | C | -1.18% | |
| GPK | C | -1.12% | |
| KMPR | B | -1.1% | |
| HP | B | -1.08% | |
| NJR | A | -1.07% | |
| LADR | B | -1.05% | |
| VCTR | B | -1.04% | |
| SPNS | F | -1.04% | |
| NVT | B | -1.04% | |
| LSTR | D | -1.03% | |
| SCI | B | -1.03% | |
| ADC | B | -0.96% | |
| CPA | D | -0.95% | |
| RRC | B | -0.94% | |
| USLM | A | -0.91% | |
| HIFS | B | -0.91% | |
| AMH | D | -0.88% | |
| TRNO | F | -0.88% | |
| KRP | B | -0.87% | |
| NSA | D | -0.75% | |
| DOX | D | -0.72% | |
| CIVI | D | -0.71% | |
| FELE | B | -0.69% | |
| FCPT | C | -0.69% | |
| AAON | B | -0.66% |
MARB: Top Represented Industries & Keywords
OSCV: Top Represented Industries & Keywords
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