MARB vs. BYRE ETF Comparison

Comparison of First Trust Merger Arbitrage ETF (MARB) to Principal Real Estate Active Opportunities ETF (BYRE)
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

$19.60

Average Daily Volume

25,255

Number of Holdings *

23

* may have additional holdings in another (foreign) market
BYRE

Principal Real Estate Active Opportunities ETF

BYRE Description Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies principally engaged in the real estate industry at the time of purchase. It invests primarily in equity securities of U.S. companies, including those of small companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$22.22

Average Daily Volume

1,086

Number of Holdings *

21

* may have additional holdings in another (foreign) market
Performance
Period MARB BYRE
30 Days -1.15% -2.61%
60 Days -0.75% -5.69%
90 Days -0.70% -2.76%
12 Months 1.04% 0.46%
0 Overlapping Holdings
Symbol Grade Weight in MARB Weight in BYRE Overlap
MARB Overweight 23 Positions Relative to BYRE
Symbol Grade Weight
PXD B 5.82%
ACI D 4.96%
AMED D 4.57%
AXNX C 3.96%
ANSS D 3.6%
X F 3.53%
HES B 3.48%
JNPR D 3.3%
DFS B 3.26%
CERE A 3.05%
CTLT C 2.98%
VZIO D 2.93%
NS D 2.46%
LBAI B 2.39%
NWLI A 2.09%
SP B 1.53%
CPRI F 1.44%
SNPS D -2.02%
PFS B -2.45%
SUN D -2.47%
CVX B -3.65%
COF B -3.86%
XOM B -6.25%
MARB Underweight 21 Positions Relative to BYRE
Symbol Grade Weight
VTR B -7.71%
INVH B -7.19%
EXR C -6.9%
AMT D -6.42%
REXR D -5.45%
SUI F -5.04%
EQIX F -5.04%
AMH D -5.03%
WELL A -4.96%
TRNO D -4.44%
VICI D -4.32%
GLPI F -4.32%
SBRA B -4.16%
SBAC F -4.09%
DLR B -4.01%
COLD F -3.88%
NHI A -3.61%
ARE D -3.24%
CCI D -2.69%
DRH D -2.13%
VAC C -1.88%
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