KBWB vs. MARB ETF Comparison
Comparison of PowerShares KBW Bank Portfolio ETF (KBWB) to First Trust Merger Arbitrage ETF (MARB)
KBWB
PowerShares KBW Bank Portfolio ETF
KBWB Description
The PowerShares KBW Bank Portfolio (Fund) is based on the KBW Bank Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Underlying Index. The Index is a float adjusted modified-market capitalization-weighted index that seeks to reflect the performance of companies that do business as banks or thrifts that are publicly-traded in the US. The Index is compiled, maintained and calculated by Keefe, Bruyette & Woods, Inc. and is composed of approximately 24 companies representing leading national money centers and regional banks or thrifts. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$69.54
Average Daily Volume
979,229
24
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
$19.72
Average Daily Volume
7,030
34
Performance
| Period | KBWB | MARB |
|---|---|---|
| 30 Days | 11.89% | -1.03% |
| 60 Days | 18.35% | -1.01% |
| 90 Days | 19.89% | -1.64% |
| 12 Months | 69.36% | -0.91% |
1 Overlapping Holdings
| Symbol | Grade | Weight in KBWB | Weight in MARB | Overlap | |
|---|---|---|---|---|---|
| COF | C | 4.29% | -5.12% | -5.12% |
KBWB Overweight 23 Positions Relative to MARB
KBWB Underweight 33 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 | A | -3.28% | |
| ESGR | B | -3.18% | |
| CTLT | C | -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 | B | -2.29% | |
| IBTX | B | -2.21% | |
| RCM | A | -2.07% | |
| MRO | B | -2.03% | |
| WSC | F | --1.0% | |
| COP | C | --2.02% | |
| SNPS | B | --2.21% | |
| SSB | B | --2.22% | |
| CVX | A | --3.56% | |
| SLB | C | --4.15% | |
| UMBF | B | --8.33% |
KBWB: Top Represented Industries & Keywords
MARB: Top Represented Industries & Keywords
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