MARB vs. SDVY ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
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
$19.84
Average Daily Volume
6,659
30
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Nasdaq US Small Mid Cap Rising Dividend AchieversTM Index (the index). The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to provide access to a diversified portfolio of 100 small and mid cap companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future.Grade (RS Rating)
Last Trade
$35.91
Average Daily Volume
1,276,364
95
Performance
| Period | MARB | SDVY |
|---|---|---|
| 30 Days | -1.38% | 0.14% |
| 60 Days | -0.64% | 5.50% |
| 90 Days | 0.72% | 8.88% |
| 12 Months | -0.66% | 33.17% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MARB | Weight in SDVY | Overlap | |
|---|---|---|---|---|---|
| EDR | A | 4.74% | 1.06% | 1.06% |
MARB Overweight 29 Positions Relative to SDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| HTLF | C | 6.3% | |
| HCP | B | 5.53% | |
| AMED | D | 4.82% | |
| ACI | F | 4.56% | |
| AXNX | A | 4.09% | |
| JNPR | B | 3.63% | |
| ANSS | D | 3.46% | |
| DFS | C | 3.46% | |
| CTLT | A | 3.18% | |
| VZIO | A | 3.02% | |
| HES | D | 2.72% | |
| SRCL | B | 2.59% | |
| PRFT | A | 2.53% | |
| CHX | D | 2.48% | |
| MGRC | D | 2.42% | |
| SRDX | D | 2.25% | |
| PWSC | C | 2.0% | |
| IBTX | D | 1.84% | |
| MRO | D | 1.77% | |
| CPRI | B | 1.59% | |
| EQT | B | -0.07% | |
| WSC | D | -0.99% | |
| COP | D | -1.78% | |
| SSB | C | -1.86% | |
| SNPS | F | -1.96% | |
| CVX | B | -3.1% | |
| SLB | D | -3.68% | |
| COF | C | -3.86% | |
| UMBF | C | -6.56% |
MARB Underweight 94 Positions Relative to SDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| DELL | C | -1.13% | |
| AOS | B | -1.13% | |
| RL | B | -1.12% | |
| LECO | D | -1.1% | |
| STLD | B | -1.1% | |
| MATX | C | -1.1% | |
| EXPD | C | -1.09% | |
| CRBG | C | -1.09% | |
| WLK | C | -1.09% | |
| J | D | -1.09% | |
| CR | B | -1.09% | |
| CF | A | -1.09% | |
| ITT | B | -1.09% | |
| GGG | B | -1.08% | |
| VOYA | A | -1.08% | |
| LSTR | D | -1.08% | |
| WMS | D | -1.08% | |
| CMC | D | -1.08% | |
| FIX | A | -1.08% | |
| AMKR | F | -1.08% | |
| RS | D | -1.08% | |
| KTB | B | -1.08% | |
| WSM | B | -1.07% | |
| FBP | D | -1.07% | |
| NTAP | D | -1.07% | |
| SHOO | A | -1.07% | |
| BCC | C | -1.07% | |
| AGCO | D | -1.07% | |
| DKS | D | -1.07% | |
| SNA | A | -1.07% | |
| GRMN | D | -1.07% | |
| IEX | D | -1.07% | |
| CHK | D | -1.07% | |
| LEA | F | -1.07% | |
| IBP | B | -1.07% | |
| OMC | C | -1.06% | |
| SLM | C | -1.06% | |
| RHI | D | -1.06% | |
| G | A | -1.06% | |
| ALLY | F | -1.06% | |
| IPG | C | -1.06% | |
| UNM | A | -1.06% | |
| EQH | C | -1.05% | |
| ESNT | C | -1.05% | |
| OC | C | -1.05% | |
| MTG | B | -1.05% | |
| EG | B | -1.05% | |
| TOL | A | -1.05% | |
| VSH | F | -1.05% | |
| JXN | A | -1.05% | |
| CINF | A | -1.05% | |
| TEX | F | -1.05% | |
| AFG | C | -1.05% | |
| MTH | C | -1.04% | |
| RDN | D | -1.04% | |
| CADE | D | -1.04% | |
| WTFC | D | -1.04% | |
| BPOP | D | -1.04% | |
| UFPI | C | -1.04% | |
| RF | C | -1.04% | |
| BEN | F | -1.04% | |
| FITB | C | -1.04% | |
| CRI | D | -1.04% | |
| RGA | C | -1.04% | |
| DINO | F | -1.03% | |
| CCS | C | -1.03% | |
| HBAN | D | -1.03% | |
| CALM | B | -1.03% | |
| BKE | D | -1.03% | |
| PRDO | D | -1.03% | |
| EWBC | D | -1.03% | |
| EME | C | -1.03% | |
| PHM | A | -1.03% | |
| MLI | C | -1.03% | |
| SYF | B | -1.02% | |
| CFG | D | -1.02% | |
| SNV | D | -1.02% | |
| WGO | D | -1.02% | |
| OZK | F | -1.02% | |
| IBOC | D | -1.01% | |
| ZION | D | -1.01% | |
| KBH | C | -1.01% | |
| CMA | C | -1.01% | |
| EBC | D | -1.0% | |
| CRC | B | -0.99% | |
| NSP | F | -0.99% | |
| SLVM | C | -0.99% | |
| TPL | B | -0.98% | |
| PHIN | C | -0.98% | |
| AESI | B | -0.98% | |
| WTTR | C | -0.97% | |
| MGY | B | -0.96% | |
| SM | F | -0.96% | |
| WHD | B | -0.94% |
MARB: Top Represented Industries & Keywords
SDVY: Top Represented Industries & Keywords
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