MARB vs. KONG ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to Formidable Fortress ETF (KONG)
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
23
KONG
Formidable Fortress ETF
KONG Description
The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to meet its investment objective by investing in large- and mid-cap equity securities, including common stocks, related depository receipts, real estate investment trusts (REITs), and other equity investments or ownership interests in business enterprises. It invests predominantly in common stocks of large- and mid-cap companies (the "Investable Universe"). The fund's derivative investments may include, among other instruments: (i) options; (ii) volatility-linked ETFs; and (iii) volatility-linked exchange-traded notes (ETNs). It is non-diversified.Grade (RS Rating)
Last Trade
$26.56
Average Daily Volume
3,068
30
Performance
| Period | MARB | KONG |
|---|---|---|
| 30 Days | -1.15% | -3.14% |
| 60 Days | -0.75% | -2.24% |
| 90 Days | -0.70% | 1.19% |
| 12 Months | 1.04% | 10.20% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MARB | Weight in KONG | Overlap |
|---|
MARB Overweight 23 Positions Relative to KONG
| 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 30 Positions Relative to KONG
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | A | -4.17% | |
| ADM | D | -3.98% | |
| TPL | B | -3.96% | |
| GNTX | D | -3.83% | |
| CHE | F | -3.58% | |
| CPT | A | -3.51% | |
| NDSN | C | -3.42% | |
| GGG | D | -3.42% | |
| SPGI | C | -3.31% | |
| CSCO | F | -3.3% | |
| CTRA | A | -3.29% | |
| JKHY | D | -3.27% | |
| IBKR | A | -3.21% | |
| ADP | D | -3.18% | |
| JNJ | F | -3.17% | |
| UTHR | A | -3.16% | |
| RS | D | -3.14% | |
| DOX | F | -3.01% | |
| WST | F | -2.99% | |
| MNST | D | -2.97% | |
| PSA | D | -2.96% | |
| CTSH | F | -2.91% | |
| RHI | F | -2.91% | |
| GLPI | F | -2.84% | |
| VRTX | D | -2.69% | |
| REGN | B | -2.64% | |
| MKTX | F | -2.58% | |
| FAST | D | -2.39% | |
| SNA | D | -2.31% | |
| ERIE | C | -2.05% |
MARB: Top Represented Industries & Keywords
KONG: Top Represented Industries & Keywords
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