MARB vs. SRHR ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to SRH REIT Covered Call ETF (SRHR)
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
34
SRHR
SRH REIT Covered Call ETF
SRHR Description
Under normal circumstances, the fund invests at least 80% of its net assets in Real Estate Investment Trusts ("REITs") that are publicly traded on domestic stock exchanges. In addition, the fund strategically implements an option strategy consisting of writing (selling) U.S. exchange-traded covered call options on the REITs in the fund"s portfolio. The fund is non-diversified.Grade (RS Rating)
Last Trade
$60.11
Average Daily Volume
162
25
Performance
| Period | MARB | SRHR |
|---|---|---|
| 30 Days | -0.74% | -1.71% |
| 60 Days | -0.73% | -3.44% |
| 90 Days | -1.43% | 1.62% |
| 12 Months | -0.69% | 16.94% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MARB | Weight in SRHR | Overlap |
|---|
MARB Overweight 34 Positions Relative to SRHR
| 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 | C | 4.2% | |
| NAPA | B | 3.99% | |
| ANSS | B | 3.85% | |
| B | B | 3.78% | |
| JNPR | F | 3.65% | |
| EVRI | A | 3.48% | |
| K | A | 3.28% | |
| ESGR | B | 3.18% | |
| CTLT | B | 3.17% | |
| HES | B | 3.07% | |
| VZIO | A | 3.05% | |
| CHX | C | 2.78% | |
| LBPH | A | 2.78% | |
| MGRC | B | 2.75% | |
| FYBR | D | 2.53% | |
| ENV | B | 2.38% | |
| SRDX | B | 2.29% | |
| IBTX | B | 2.21% | |
| RCM | F | 2.07% | |
| MRO | B | 2.03% | |
| WSC | D | -1.0% | |
| COP | C | -2.02% | |
| SNPS | B | -2.21% | |
| SSB | B | -2.22% | |
| CVX | A | -3.56% | |
| SLB | C | -4.15% | |
| COF | B | -5.12% | |
| UMBF | B | -8.33% |
MARB Underweight 25 Positions Relative to SRHR
| Symbol | Grade | Weight | |
|---|---|---|---|
| EQIX | A | -14.02% | |
| LAMR | D | -8.92% | |
| HIW | D | -7.11% | |
| NXRT | B | -4.47% | |
| FR | D | -4.09% | |
| STAG | F | -4.09% | |
| GNL | F | -4.07% | |
| CCI | D | -4.0% | |
| EXR | D | -3.81% | |
| SHO | C | -3.56% | |
| BRX | A | -3.48% | |
| MTN | C | -3.47% | |
| HST | C | -3.41% | |
| REXR | F | -3.15% | |
| VICI | C | -3.06% | |
| PLD | D | -2.86% | |
| NSA | D | -2.8% | |
| DEA | D | -2.75% | |
| SUI | D | -2.42% | |
| EGP | F | -2.39% | |
| MAA | B | -2.38% | |
| APLE | B | -2.21% | |
| DOC | D | -2.08% | |
| INVH | D | -1.31% | |
| GLPI | C | -1.1% |
MARB: Top Represented Industries & Keywords
SRHR: Top Represented Industries & Keywords
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