IAT vs. MARB ETF Comparison
Comparison of iShares U.S. Regional Banks ETF (IAT) to First Trust Merger Arbitrage ETF (MARB)
IAT
iShares U.S. Regional Banks ETF
IAT Description
The investment seeks to track the investment results of an index composed of U.S. equities in the regional banks sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Regional Banks Index (the "underlying index"), which measures the performance of the regional bank sector of the U.S. equity market. The underlying index is a subset of the Dow Jones U.S. Bank Index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$41.90
Average Daily Volume
205,670
35
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
$19.58
Average Daily Volume
25,287
23
Performance
| Period | IAT | MARB |
|---|---|---|
| 30 Days | -0.14% | -1.17% |
| 60 Days | 5.02% | -0.81% |
| 90 Days | 4.91% | -0.81% |
| 12 Months | 39.46% | 0.07% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IAT | Weight in MARB | Overlap |
|---|
IAT Overweight 35 Positions Relative to MARB
| Symbol | Grade | Weight | |
|---|---|---|---|
| USB | C | 14.12% | |
| PNC | A | 13.89% | |
| TFC | A | 11.47% | |
| FITB | A | 5.59% | |
| MTB | A | 4.62% | |
| HBAN | A | 4.44% | |
| FCNCA | A | 4.34% | |
| RF | B | 4.02% | |
| CFG | A | 3.66% | |
| KEY | C | 3.1% | |
| EWBC | A | 2.39% | |
| FHN | A | 1.87% | |
| WBS | D | 1.74% | |
| CFR | B | 1.65% | |
| CMA | B | 1.56% | |
| CBSH | A | 1.47% | |
| WAL | C | 1.46% | |
| BPOP | A | 1.43% | |
| ZION | A | 1.39% | |
| PNFP | D | 1.39% | |
| WTFC | C | 1.37% | |
| SSB | D | 1.36% | |
| PB | A | 1.32% | |
| SNV | C | 1.2% | |
| FNB | B | 1.1% | |
| OZK | A | 1.09% | |
| UBSI | D | 1.05% | |
| HOMB | A | 1.04% | |
| GBCI | D | 0.96% | |
| FFIN | D | 0.88% | |
| UMBF | B | 0.82% | |
| VLY | F | 0.76% | |
| BOKF | A | 0.56% | |
| NYCB | F | 0.52% | |
| TFSL | B | 0.14% |
IAT Underweight 23 Positions Relative to MARB
| Symbol | Grade | Weight | |
|---|---|---|---|
| PXD | A | -5.82% | |
| ACI | D | -4.96% | |
| AMED | D | -4.57% | |
| AXNX | B | -3.96% | |
| ANSS | D | -3.6% | |
| X | F | -3.53% | |
| HES | A | -3.48% | |
| JNPR | C | -3.3% | |
| DFS | B | -3.26% | |
| CERE | A | -3.05% | |
| CTLT | C | -2.98% | |
| VZIO | C | -2.93% | |
| NS | C | -2.46% | |
| LBAI | B | -2.39% | |
| NWLI | A | -2.09% | |
| SP | A | -1.53% | |
| CPRI | F | -1.44% | |
| SNPS | D | --2.02% | |
| PFS | B | --2.45% | |
| SUN | D | --2.47% | |
| CVX | A | --3.65% | |
| COF | A | --3.86% | |
| XOM | B | --6.25% |
IAT: Top Represented Industries & Keywords
MARB: Top Represented Industries & Keywords
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