MRGR vs. SDVY ETF Comparison
Comparison of ProShares Merger ETF (MRGR) to First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
MRGR
ProShares Merger ETF
MRGR Description
The investment seeks investment results, before fees and expenses, that track the performance of the S&P Merger Arbitrage Index (the "index"). The fund is designed to track the performance of the index and provide exposure to a global merger arbitrage strategy. The index, and by extension the fund, seeks to produce consistent, positive returns in virtually all market environments, although there are no assurances it will achieve this result. The fund is non-diversified. The index seeks to provide a risk arbitrage strategy that exploits commonly observed price changes associated with a global selection of publicly announced mergers, acquisitions and other corporate reorganizations. Historically, the index has exhibited market neutral characteristics, lower volatility compared to the S&P 500, and a low correlation to S&P 500 returns.
Grade (RS Rating)
Last Trade
$40.38
Average Daily Volume
826
32
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
$32.65
Average Daily Volume
884,281
100
Performance
| Period | MRGR | SDVY |
|---|---|---|
| 30 Days | 0.69% | -2.30% |
| 60 Days | 0.76% | -3.87% |
| 90 Days | 0.05% | -4.15% |
| 12 Months | 7.06% | 19.85% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MRGR | Weight in SDVY | Overlap | |
|---|---|---|---|---|---|
| EDR | A | 2.53% | 1.0% | 1.0% |
MRGR Overweight 31 Positions Relative to SDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| WRK | C | 3.22% | |
| EVBG | B | 2.99% | |
| ETRN | D | 2.86% | |
| HTLF | B | 2.56% | |
| AIRC | A | 2.52% | |
| MODN | B | 2.5% | |
| SBOW | B | 2.49% | |
| PRFT | B | 2.49% | |
| HCP | A | 2.48% | |
| SILK | B | 2.47% | |
| HIBB | A | 2.47% | |
| DFS | B | 2.46% | |
| DO | C | 2.46% | |
| AMK | B | 2.46% | |
| SQSP | B | 2.45% | |
| WIRE | A | 2.44% | |
| MRO | B | 2.43% | |
| ALE | C | 2.43% | |
| ANSS | C | 2.4% | |
| SRCL | B | 2.39% | |
| AXNX | B | 2.38% | |
| SLCA | B | 2.37% | |
| JNPR | B | 2.32% | |
| CTLT | B | 2.28% | |
| IBTX | B | 2.27% | |
| CERE | C | 2.26% | |
| HES | D | 2.17% | |
| MGRC | D | 2.08% | |
| CHX | C | 2.07% | |
| HA | C | 2.07% | |
| X | C | 1.82% |
MRGR Underweight 99 Positions Relative to SDVY
| Symbol | Grade | Weight | |
|---|---|---|---|
| CRC | C | -1.08% | |
| WHD | C | -1.06% | |
| EBC | B | -1.05% | |
| IBP | D | -1.04% | |
| CALM | B | -1.04% | |
| OZK | D | -1.03% | |
| ZION | C | -1.03% | |
| IBOC | C | -1.03% | |
| WTTR | B | -1.03% | |
| MATX | B | -1.02% | |
| HBAN | D | -1.02% | |
| RF | B | -1.02% | |
| SNV | B | -1.02% | |
| MGY | B | -1.02% | |
| FBP | B | -1.02% | |
| FIX | D | -1.02% | |
| MLI | C | -1.02% | |
| AESI | C | -1.02% | |
| CADE | D | -1.02% | |
| WTFC | D | -1.02% | |
| CMA | C | -1.01% | |
| BPOP | D | -1.01% | |
| CR | C | -1.01% | |
| SLVM | D | -1.01% | |
| JXN | C | -1.01% | |
| EWBC | D | -1.01% | |
| CF | F | -1.01% | |
| AMKR | B | -1.01% | |
| CINF | C | -1.01% | |
| NTAP | A | -1.01% | |
| KBH | D | -1.0% | |
| CCS | D | -1.0% | |
| CFG | B | -1.0% | |
| MTH | D | -1.0% | |
| PHM | D | -1.0% | |
| TOL | D | -1.0% | |
| SYF | B | -1.0% | |
| IPG | F | -1.0% | |
| RDN | B | -1.0% | |
| FITB | D | -1.0% | |
| GGG | D | -1.0% | |
| UNM | D | -1.0% | |
| LSTR | D | -1.0% | |
| G | D | -1.0% | |
| PRDO | C | -1.0% | |
| ETD | D | -1.0% | |
| LECO | F | -1.0% | |
| GRMN | C | -1.0% | |
| EG | D | -1.0% | |
| AGCO | F | -0.99% | |
| OMC | D | -0.99% | |
| WGO | F | -0.99% | |
| EXPD | B | -0.99% | |
| BEN | F | -0.99% | |
| RHI | F | -0.99% | |
| IEX | D | -0.99% | |
| ITT | D | -0.99% | |
| CRBG | C | -0.99% | |
| SSTK | F | -0.99% | |
| MTG | B | -0.99% | |
| STLD | D | -0.99% | |
| EME | D | -0.99% | |
| AFG | D | -0.99% | |
| RS | D | -0.99% | |
| CMC | D | -0.99% | |
| SXC | D | -0.99% | |
| LEA | F | -0.99% | |
| TEX | D | -0.99% | |
| MCRI | D | -0.99% | |
| CHK | D | -0.99% | |
| ALLY | B | -0.99% | |
| J | D | -0.99% | |
| DINO | D | -0.99% | |
| RGA | C | -0.99% | |
| SNA | F | -0.98% | |
| KTB | D | -0.98% | |
| TPL | B | -0.98% | |
| WLK | D | -0.98% | |
| BKE | D | -0.98% | |
| AOS | D | -0.98% | |
| BCC | F | -0.98% | |
| SLM | D | -0.98% | |
| VSH | D | -0.98% | |
| EQH | B | -0.98% | |
| ESNT | C | -0.98% | |
| DELL | C | -0.97% | |
| WMS | D | -0.97% | |
| PHIN | D | -0.97% | |
| VOYA | D | -0.97% | |
| OC | D | -0.97% | |
| SHOO | C | -0.97% | |
| DKS | C | -0.96% | |
| RL | C | -0.96% | |
| NSP | F | -0.96% | |
| UFPI | D | -0.95% | |
| CRI | F | -0.95% | |
| WSM | D | -0.95% | |
| SM | D | -0.9% | |
| HVT | F | -0.47% |
MRGR: Top Represented Industries & Keywords
SDVY: Top Represented Industries & Keywords
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