MARB vs. IYZ ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to iShares U.S. Telecommunications ETF (IYZ)
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
$19.54
Average Daily Volume
20,765
24
IYZ
iShares U.S. Telecommunications ETF
IYZ Description
The investment seeks to track the investment results of an index composed of U.S. equities in the telecommunications sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Telecommunications Index (the "underlying index"), which measures the performance of the telecommunications sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$20.69
Average Daily Volume
560,409
19
Performance
| Period | MARB | IYZ |
|---|---|---|
| 30 Days | -1.66% | -5.78% |
| 60 Days | -1.61% | -4.58% |
| 90 Days | -1.61% | -12.45% |
| 12 Months | -0.98% | -4.21% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MARB | Weight in IYZ | Overlap | |
|---|---|---|---|---|---|
| JNPR | D | 3.48% | 3.58% | 3.48% |
MARB Overweight 23 Positions Relative to IYZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| PXD | B | 5.47% | |
| ACI | F | 5.14% | |
| AMED | D | 4.59% | |
| AXNX | D | 4.03% | |
| X | D | 3.74% | |
| ANSS | C | 3.46% | |
| HES | A | 3.14% | |
| CERE | A | 3.04% | |
| CTLT | C | 3.01% | |
| DFS | A | 3.0% | |
| VZIO | C | 2.95% | |
| NS | C | 2.27% | |
| NWLI | A | 2.1% | |
| LBAI | B | 2.07% | |
| CPRI | F | 1.58% | |
| SP | B | 1.56% | |
| KAMN | A | 1.52% | |
| SNPS | C | -1.94% | |
| PFS | C | -2.12% | |
| SUN | C | -2.29% | |
| CVX | A | -3.33% | |
| COF | A | -3.49% | |
| XOM | B | -5.9% |
MARB Underweight 18 Positions Relative to IYZ
MARB: Top Represented Industries & Keywords
IYZ: Top Represented Industries & Keywords
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