MARB vs. WFH ETF Comparison

Comparison of First Trust Merger Arbitrage ETF (MARB) to Direxion Work From Home ETF (WFH)
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

$19.85

Average Daily Volume

6,083

Number of Holdings *

30

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

Direxion Work From Home ETF

WFH Description The Direxion Work From Home ETF offers exposure to companies across four technology pillars, allowing investors to gain exposure to those companies that stand to benefit from an increasingly flexible work environment. The four pillars include Cloud Technologies, Cybersecurity, Online Project and Document Management, and Remote Communications. Companies are selected for inclusion in the index by ARTIS, a proprietary natural language processing algorithm, which uses key words to evaluate large volumes of publicly available information, such as annual reports, business descriptions and financial news.

Grade (RS Rating)

Last Trade

$58.79

Average Daily Volume

1,598

Number of Holdings *

40

* may have additional holdings in another (foreign) market
Performance
Period MARB WFH
30 Days -0.19% 6.95%
60 Days -0.09% 15.65%
90 Days 0.72% 5.20%
12 Months -0.71% 26.61%
0 Overlapping Holdings
Symbol Grade Weight in MARB Weight in WFH Overlap
MARB Overweight 30 Positions Relative to WFH
Symbol Grade Weight
HTLF B 6.3%
HCP A 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 A 3.46%
CTLT A 3.18%
VZIO A 3.02%
HES D 2.72%
SRCL B 2.59%
PRFT A 2.53%
CHX C 2.48%
MGRC D 2.42%
SRDX D 2.25%
PWSC C 2.0%
IBTX B 1.84%
MRO B 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 B -3.1%
SLB D -3.68%
COF A -3.86%
UMBF C -6.56%
MARB Underweight 40 Positions Relative to WFH
Symbol Grade Weight
ATUS C -2.84%
ORCL A -2.8%
DOCN B -2.74%
SMAR A -2.74%
MOMO B -2.73%
AVGO B -2.71%
CRM B -2.61%
META A -2.6%
AMZN C -2.59%
YY C -2.58%
IBM A -2.57%
DOCU A -2.56%
CRWD D -2.55%
ZS F -2.55%
HUBS D -2.54%
VZ C -2.53%
PEGA B -2.52%
CSCO A -2.5%
RNG F -2.5%
NOW B -2.49%
MSFT D -2.48%
NET D -2.48%
DDOG B -2.47%
NTAP D -2.45%
CYBR C -2.44%
GOOGL B -2.44%
MRVL C -2.43%
VRNS B -2.43%
S C -2.43%
SNX C -2.41%
ZM B -2.37%
FTNT A -2.36%
TEAM D -2.36%
NTCT C -2.35%
OKTA F -2.32%
BOX C -2.31%
PANW B -2.3%
XRX D -2.25%
WDAY D -2.23%
ADBE F -2.1%
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