MARB vs. XSHD ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to PowerShares S&P SmallCap High Dividend Low Volatility Portfolio (XSHD)
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
$19.49
Average Daily Volume
20,865
24
XSHD
PowerShares S&P SmallCap High Dividend Low Volatility Portfolio
XSHD Description
The PowerShares S&P SmallCap High Dividend Low Volatility Portfolio is based on the S&P SmallCap 600 Low Volatility High Dividend Index. The Fund will invest at least 90% of its total assets in securities that comprise the Index. The Index is composed of 60 securities in the S&P SmallCap 600 Index that have historically provided high dividend yields with lower volatility over the past 12 months. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations over time. The Fund and the Index are rebalanced and reconstituted semi-annually on the last business day in January and July.Grade (RS Rating)
Last Trade
$14.78
Average Daily Volume
30,006
54
Performance
| Period | MARB | XSHD |
|---|---|---|
| 30 Days | -1.37% | -0.92% |
| 60 Days | -1.52% | -1.38% |
| 90 Days | -1.90% | -5.54% |
| 12 Months | -1.28% | -3.52% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MARB | Weight in XSHD | Overlap | |
|---|---|---|---|---|---|
| KAMN | A | 1.52% | 1.18% | 1.18% |
MARB Overweight 23 Positions Relative to XSHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| PXD | A | 5.47% | |
| ACI | F | 5.14% | |
| AMED | D | 4.59% | |
| AXNX | C | 4.03% | |
| X | F | 3.74% | |
| JNPR | D | 3.48% | |
| ANSS | C | 3.46% | |
| HES | A | 3.14% | |
| CERE | C | 3.04% | |
| CTLT | D | 3.01% | |
| DFS | A | 3.0% | |
| VZIO | C | 2.95% | |
| NS | C | 2.27% | |
| NWLI | A | 2.1% | |
| LBAI | C | 2.07% | |
| CPRI | F | 1.58% | |
| SP | C | 1.56% | |
| SNPS | D | -1.94% | |
| PFS | C | -2.12% | |
| SUN | C | -2.29% | |
| CVX | A | -3.33% | |
| COF | A | -3.49% | |
| XOM | A | -5.9% |
MARB Underweight 53 Positions Relative to XSHD
| Symbol | Grade | Weight | |
|---|---|---|---|
| HIW | A | -3.25% | |
| ARI | B | -2.97% | |
| OGN | B | -2.93% | |
| BXMT | F | -2.91% | |
| EFC | C | -2.87% | |
| RC | C | -2.84% | |
| CALM | B | -2.82% | |
| SVC | D | -2.6% | |
| IIPR | A | -2.49% | |
| KREF | B | -2.46% | |
| GNL | D | -2.46% | |
| DEA | B | -2.46% | |
| CVI | D | -2.43% | |
| VGR | D | -2.3% | |
| KW | D | -2.04% | |
| NUS | F | -1.93% | |
| XRX | F | -1.86% | |
| DLX | B | -1.85% | |
| AVA | A | -1.83% | |
| CWEN | A | -1.81% | |
| CBRL | D | -1.77% | |
| NOG | A | -1.73% | |
| AROC | A | -1.64% | |
| NWN | A | -1.64% | |
| ETD | B | -1.6% | |
| MED | F | -1.55% | |
| MOV | D | -1.42% | |
| CCOI | D | -1.42% | |
| UVV | A | -1.41% | |
| TRN | A | -1.4% | |
| DIN | D | -1.34% | |
| PINC | D | -1.24% | |
| SXC | D | -1.17% | |
| ENR | C | -1.16% | |
| HP | A | -1.12% | |
| RGP | F | -1.11% | |
| SPTN | F | -1.1% | |
| UTL | B | -1.09% | |
| MYE | A | -1.08% | |
| HNI | C | -1.07% | |
| KMT | C | -1.07% | |
| FDP | A | -1.01% | |
| SXT | A | -0.97% | |
| BHE | A | -0.91% | |
| SLVM | A | -0.86% | |
| NHC | C | -0.79% | |
| CRC | B | -0.77% | |
| CPK | B | -0.75% | |
| SEM | C | -0.75% | |
| SJW | D | -0.71% | |
| SEE | F | -0.67% | |
| ATNI | D | -0.58% | |
| CMP | F | -0.52% |
MARB: Top Represented Industries & Keywords
XSHD: Top Represented Industries & Keywords
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