MEDX vs. MARB ETF Comparison
Comparison of Horizon Kinetics Medical ETF (MEDX) to First Trust Merger Arbitrage ETF (MARB)
MEDX
Horizon Kinetics Medical ETF
MEDX Description
The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$27.81
Average Daily Volume
1,083
32
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
Performance
| Period | MEDX | MARB |
|---|---|---|
| 30 Days | -8.29% | -0.74% |
| 60 Days | -10.35% | -0.73% |
| 90 Days | -12.38% | -1.43% |
| 12 Months | -2.56% | -0.69% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MEDX | Weight in MARB | Overlap |
|---|
MEDX Overweight 32 Positions Relative to MARB
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | F | 15.83% | |
| ABBV | D | 7.81% | |
| BMY | B | 6.23% | |
| AMGN | D | 5.96% | |
| NVS | D | 5.95% | |
| AZN | D | 4.86% | |
| JNJ | D | 4.65% | |
| ALNY | D | 4.45% | |
| PFE | D | 4.04% | |
| MRK | F | 3.96% | |
| ALKS | B | 3.91% | |
| REGN | F | 3.38% | |
| BIIB | F | 3.08% | |
| CRSP | D | 2.97% | |
| IONS | F | 2.78% | |
| GSK | F | 2.32% | |
| BCYC | F | 1.95% | |
| BEAM | D | 1.51% | |
| NTLA | F | 1.3% | |
| REPL | B | 0.98% | |
| GALT | C | 0.89% | |
| HLN | D | 0.79% | |
| VNDA | C | 0.79% | |
| LTRN | F | 0.6% | |
| EDIT | F | 0.53% | |
| GEHC | F | 0.48% | |
| TSVT | F | 0.41% | |
| ALLO | F | 0.28% | |
| VTRS | A | 0.27% | |
| PACB | F | 0.13% | |
| BLUE | F | 0.08% | |
| MURA | D | 0.05% |
MEDX Underweight 32 Positions Relative to MARB
| 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% |
MEDX: Top Represented Industries & Keywords
MARB: Top Represented Industries & Keywords
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