MARB vs. WBIF ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to WBI Large Cap Tactical Value Shares (WBIF)
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
$19.81
Average Daily Volume
6,733
30
WBIF
WBI Large Cap Tactical Value Shares
WBIF Description
The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities of large capitalization domestic and foreign companies which WBI Investments, Inc., the sub-advisor to the fund and an affiliate of Millington Securities Inc., the advisor, believes display an attractive discount in a company's intrinsic value relative to its market price, and up to 20% of its net assets in other tactical investment opportunities.Grade (RS Rating)
Last Trade
$29.20
Average Daily Volume
1,020
25
Performance
| Period | MARB | WBIF |
|---|---|---|
| 30 Days | -1.56% | -0.16% |
| 60 Days | -0.82% | 3.56% |
| 90 Days | 0.54% | 0.91% |
| 12 Months | -1.14% | 11.50% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MARB | Weight in WBIF | Overlap |
|---|
MARB Overweight 30 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| HTLF | C | 6.3% | |
| HCP | B | 5.53% | |
| AMED | D | 4.82% | |
| EDR | A | 4.74% | |
| ACI | F | 4.56% | |
| AXNX | A | 4.09% | |
| JNPR | C | 3.63% | |
| ANSS | D | 3.46% | |
| DFS | C | 3.46% | |
| CTLT | B | 3.18% | |
| VZIO | B | 3.02% | |
| HES | D | 2.72% | |
| SRCL | B | 2.59% | |
| PRFT | A | 2.53% | |
| CHX | F | 2.48% | |
| MGRC | D | 2.42% | |
| SRDX | D | 2.25% | |
| PWSC | C | 2.0% | |
| IBTX | D | 1.84% | |
| MRO | D | 1.77% | |
| CPRI | C | 1.59% | |
| EQT | C | -0.07% | |
| WSC | D | -0.99% | |
| COP | D | -1.78% | |
| SSB | C | -1.86% | |
| SNPS | F | -1.96% | |
| CVX | D | -3.1% | |
| SLB | F | -3.68% | |
| COF | C | -3.86% | |
| UMBF | C | -6.56% |
MARB Underweight 25 Positions Relative to WBIF
| Symbol | Grade | Weight | |
|---|---|---|---|
| BX | C | -5.09% | |
| WRB | B | -4.66% | |
| BDX | B | -4.64% | |
| HIG | A | -4.57% | |
| HCA | A | -4.55% | |
| GWW | A | -4.44% | |
| CI | C | -4.43% | |
| BR | B | -4.16% | |
| CDW | D | -4.13% | |
| DECK | C | -4.04% | |
| NFLX | C | -4.03% | |
| AAPL | C | -3.93% | |
| SO | A | -3.92% | |
| PANW | D | -3.88% | |
| HYLB | A | -3.85% | |
| INTU | F | -3.82% | |
| ATO | A | -3.79% | |
| DTE | A | -3.56% | |
| ADBE | F | -3.54% | |
| DUK | B | -3.48% | |
| QCOM | D | -3.3% | |
| CRM | C | -2.82% | |
| LRCX | F | -2.8% | |
| TRV | C | -2.62% | |
| CHRW | A | -1.1% |
MARB: Top Represented Industries & Keywords
WBIF: Top Represented Industries & Keywords
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