PCIG vs. MARB ETF Comparison
Comparison of Polen Capital International Growth ETF (PCIG) to First Trust Merger Arbitrage ETF (MARB)
PCIG
Polen Capital International Growth ETF
PCIG Description
PCIG aims to deliver sustainable, above-average earnings growth and long-term stock price appreciation within the global ex-US equity market. The strategy is rooted in fundamental research, selecting 25-35 large-cap growth companies with a sustainable edge like consistent earnings growth, robust balance sheets, and shareholder-oriented management teams. Such companies are selected within industries characterized by high barriers to entry, such as those requiring substantial capital investment, government approvals, or significant intellectual property. Moreover, it integrates ESG factors into the investment process. While the fund may concentrate investments in the consumer discretionary and financial sectors, it avoids over-concentration in any one industry. Investments are typically held for the long term but are subject to period review and potential sale based on changing market conditions, company performance, or perceived threats to competitive advantage.
Grade (RS Rating)
Last Trade
$9.19
Average Daily Volume
5,826
10
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
$19.63
Average Daily Volume
6,829
34
Performance
| Period | PCIG | MARB |
|---|---|---|
| 30 Days | -5.96% | -1.37% |
| 60 Days | -7.39% | -1.54% |
| 90 Days | -6.29% | -2.22% |
| 12 Months | -1.40% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PCIG | Weight in MARB | Overlap |
|---|
PCIG Underweight 34 Positions Relative to MARB
| 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 | A | -4.2% | |
| NAPA | A | -3.99% | |
| ANSS | B | -3.85% | |
| B | A | -3.78% | |
| JNPR | D | -3.65% | |
| EVRI | A | -3.48% | |
| K | B | -3.28% | |
| ESGR | B | -3.18% | |
| CTLT | D | -3.17% | |
| HES | B | -3.07% | |
| VZIO | A | -3.05% | |
| CHX | C | -2.78% | |
| LBPH | A | -2.78% | |
| MGRC | B | -2.75% | |
| FYBR | C | -2.53% | |
| ENV | B | -2.38% | |
| SRDX | C | -2.29% | |
| IBTX | B | -2.21% | |
| RCM | A | -2.07% | |
| MRO | A | -2.03% | |
| WSC | F | --1.0% | |
| COP | B | --2.02% | |
| SNPS | C | --2.21% | |
| SSB | B | --2.22% | |
| CVX | A | --3.56% | |
| SLB | C | --4.15% | |
| COF | B | --5.12% | |
| UMBF | B | --8.33% |
PCIG: Top Represented Industries & Keywords
MARB: Top Represented Industries & Keywords
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