MARB vs. KCE ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to SPDR S&P Capital Markets ETF (KCE)
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
$19.80
Average Daily Volume
29,472
25
KCE
SPDR S&P Capital Markets ETF
KCE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies that do business as broker-dealers, asset managers, trust and custody banks or exchanges. In seeking to track the performance of the S&P Capital Markets Select Industry Index, the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the capital markets industry group of the S&P Total Market Index ("S&P TMI"). It is non-diversified.Grade (RS Rating)
Last Trade
$110.55
Average Daily Volume
59,411
60
Performance
Period | MARB | KCE |
---|---|---|
30 Days | 0.20% | 5.56% |
60 Days | -0.30% | 10.25% |
90 Days | -1.79% | 8.98% |
12 Months | 0.69% | 38.24% |
0 Overlapping Holdings
Symbol | Grade | Weight in MARB | Weight in KCE | Overlap |
---|
MARB Overweight 25 Positions Relative to KCE
Symbol | Grade | Weight | |
---|---|---|---|
ACI | D | 5.31% | |
PXD | A | 5.09% | |
AMED | F | 4.62% | |
AXNX | B | 4.1% | |
X | D | 3.86% | |
ANSS | C | 3.61% | |
JNPR | B | 3.5% | |
CERE | C | 3.06% | |
DFS | A | 3.04% | |
HES | C | 3.02% | |
CTLT | C | 3.0% | |
VZIO | C | 2.98% | |
NS | C | 2.4% | |
NWLI | A | 2.1% | |
LBAI | F | 2.04% | |
CPRI | F | 1.85% | |
DSKE | A | 1.57% | |
SP | A | 1.56% | |
KAMN | A | 1.5% | |
SNPS | C | -2.08% | |
PFS | F | -2.11% | |
SUN | D | -2.49% | |
CVX | C | -3.21% | |
COF | A | -3.48% | |
XOM | B | -5.49% |
MARB Underweight 60 Positions Relative to KCE
Symbol | Grade | Weight | |
---|---|---|---|
HOOD | B | -1.83% | |
SCHW | B | -1.75% | |
MS | B | -1.75% | |
MC | B | -1.75% | |
GS | A | -1.74% | |
OWL | B | -1.73% | |
NTRS | A | -1.73% | |
JEF | C | -1.73% | |
STEP | B | -1.73% | |
VIRT | B | -1.72% | |
AMP | A | -1.72% | |
BX | B | -1.71% | |
STT | B | -1.71% | |
RJF | A | -1.71% | |
VCTR | A | -1.71% | |
MKTX | F | -1.7% | |
BK | A | -1.69% | |
PIPR | B | -1.69% | |
LPLA | C | -1.69% | |
HLI | B | -1.68% | |
SNEX | C | -1.68% | |
TPG | C | -1.68% | |
TW | C | -1.68% | |
MSCI | D | -1.68% | |
AMG | A | -1.68% | |
KKR | B | -1.68% | |
NDAQ | B | -1.68% | |
COIN | C | -1.67% | |
TROW | C | -1.67% | |
SF | A | -1.67% | |
SEIC | B | -1.67% | |
IBKR | B | -1.66% | |
ARES | C | -1.66% | |
MCO | B | -1.66% | |
JHG | B | -1.65% | |
IVZ | C | -1.65% | |
HLNE | D | -1.65% | |
BLK | B | -1.65% | |
FHI | C | -1.65% | |
CME | C | -1.65% | |
APAM | B | -1.64% | |
SPGI | D | -1.64% | |
CNS | B | -1.64% | |
ICE | B | -1.63% | |
CG | B | -1.63% | |
BEN | C | -1.62% | |
EVR | B | -1.62% | |
DFIN | D | -1.61% | |
CBOE | D | -1.61% | |
MORN | B | -1.61% | |
VRTS | C | -1.6% | |
BGC | C | -1.59% | |
FDS | D | -1.58% | |
PJT | D | -1.57% | |
RILY | D | -1.47% | |
BSIG | C | -1.47% | |
PX | F | -0.96% | |
LPRO | F | -0.65% | |
AMK | C | -0.62% | |
DHIL | D | -0.33% |
MARB: Top Represented Industries & Keywords
KCE: Top Represented Industries & Keywords