MARB vs. KBWR ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to PowerShares KBW Regional Banking Portfolio ETF (KBWR)
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
$19.73
Average Daily Volume
6,600
28
KBWR
PowerShares KBW Regional Banking Portfolio ETF
KBWR Description
The PowerShares KBW Regional Banking Portfolio (Fund) is based on the KBW Regional Banking Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Underlying Index. The Index is an equal weighted float-adjusted market capitalization index that seeks to reflect the performance of publicly traded companies that do business as regional banks or thrifts listed on US stock markets. The Index is compiled, maintained and calculated by KBW and is composed of approximately 50 companies. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$58.06
Average Daily Volume
3,600
49
Performance
| Period | MARB | KBWR |
|---|---|---|
| 30 Days | -0.59% | 6.57% |
| 60 Days | -1.96% | 0.96% |
| 90 Days | -1.22% | 8.39% |
| 12 Months | -0.85% | 35.75% |
MARB Overweight 26 Positions Relative to KBWR
| Symbol | Grade | Weight | |
|---|---|---|---|
| HTLF | A | 6.5% | |
| HCP | A | 5.53% | |
| AMED | C | 4.85% | |
| EDR | A | 4.84% | |
| ACI | C | 4.65% | |
| AXNX | A | 4.15% | |
| JNPR | A | 3.68% | |
| DFS | A | 3.6% | |
| ANSS | C | 3.44% | |
| CTLT | D | 3.16% | |
| VZIO | C | 3.04% | |
| HES | B | 2.9% | |
| SRCL | A | 2.61% | |
| CHX | F | 2.45% | |
| MGRC | A | 2.31% | |
| SRDX | D | 2.25% | |
| IBTX | B | 1.92% | |
| MRO | C | 1.81% | |
| CPRI | F | 1.71% | |
| EQT | C | -0.07% | |
| WSC | F | -0.96% | |
| COP | D | -1.83% | |
| SNPS | B | -1.89% | |
| CVX | A | -3.31% | |
| SLB | F | -3.7% | |
| COF | A | -4.03% |
MARB Underweight 47 Positions Relative to KBWR
| Symbol | Grade | Weight | |
|---|---|---|---|
| WBS | B | -4.05% | |
| PNFP | A | -3.63% | |
| CBSH | A | -3.62% | |
| BPOP | F | -2.93% | |
| CFR | B | -2.26% | |
| TCBI | B | -2.24% | |
| COLB | A | -2.23% | |
| VLY | A | -2.2% | |
| SNV | B | -2.12% | |
| WTFC | B | -2.09% | |
| CADE | B | -2.09% | |
| BOKF | B | -2.05% | |
| FIBK | B | -2.05% | |
| ABCB | B | -2.04% | |
| OZK | B | -2.04% | |
| CATY | A | -2.04% | |
| GBCI | A | -2.01% | |
| FFIN | D | -2.0% | |
| PB | B | -1.99% | |
| ASB | A | -1.97% | |
| EBC | C | -1.96% | |
| HOMB | B | -1.94% | |
| HWC | A | -1.92% | |
| FNB | A | -1.92% | |
| FHB | A | -1.91% | |
| CBU | A | -1.9% | |
| ONB | A | -1.9% | |
| UBSI | A | -1.9% | |
| AUB | C | -1.86% | |
| WSFS | D | -1.84% | |
| UCB | D | -1.84% | |
| SFNC | A | -1.83% | |
| FULT | B | -1.82% | |
| FBP | D | -1.8% | |
| WAFD | D | -1.73% | |
| CVBF | B | -1.7% | |
| INDB | B | -1.66% | |
| BKU | C | -1.65% | |
| BOH | A | -1.65% | |
| PFS | B | -1.55% | |
| BANC | B | -1.52% | |
| FFBC | A | -1.51% | |
| PPBI | B | -1.5% | |
| TRMK | B | -1.31% | |
| FCF | D | -1.08% | |
| HOPE | D | -0.96% | |
| BRKL | A | -0.58% |
MARB: Top Represented Industries & Keywords
KBWR: Top Represented Industries & Keywords
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