MARB vs. XSVM ETF Comparison
Comparison of First Trust Merger Arbitrage ETF (MARB) to Invesco S&P SmallCap Value with Momentum ETF (XSVM)
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
$19.48
Average Daily Volume
20,605
24
XSVM
Invesco S&P SmallCap Value with Momentum ETF
XSVM Description
The investment seeks to track the investment results (before fees and expenses) of the S&P SmallCap 600 High Momentum Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 120 stocks in the S&P SmallCap 600® that have the highest “value” and “momentum” scores.Grade (RS Rating)
Last Trade
$54.65
Average Daily Volume
64,622
112
Performance
| Period | MARB | XSVM |
|---|---|---|
| 30 Days | -1.57% | -1.50% |
| 60 Days | -1.57% | 1.82% |
| 90 Days | -1.91% | 3.08% |
| 12 Months | -0.99% | 29.04% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MARB | Weight in XSVM | Overlap |
|---|
MARB Overweight 24 Positions Relative to XSVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| PXD | A | 5.47% | |
| ACI | F | 5.14% | |
| AMED | D | 4.59% | |
| AXNX | C | 4.03% | |
| X | F | 3.74% | |
| JNPR | C | 3.48% | |
| ANSS | C | 3.46% | |
| HES | A | 3.14% | |
| CERE | A | 3.04% | |
| CTLT | C | 3.01% | |
| DFS | A | 3.0% | |
| VZIO | B | 2.95% | |
| NS | C | 2.27% | |
| NWLI | A | 2.1% | |
| LBAI | C | 2.07% | |
| CPRI | F | 1.58% | |
| SP | C | 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 | A | -5.9% |
MARB Underweight 112 Positions Relative to XSVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| KELYA | C | -1.62% | |
| JXN | A | -1.61% | |
| FDP | A | -1.56% | |
| DXPE | B | -1.54% | |
| XRX | F | -1.4% | |
| SCSC | C | -1.38% | |
| EZPW | A | -1.36% | |
| GBX | A | -1.31% | |
| CLW | C | -1.29% | |
| BHE | A | -1.27% | |
| GNW | D | -1.27% | |
| KSS | D | -1.26% | |
| SNEX | B | -1.24% | |
| GEO | B | -1.22% | |
| ANDE | A | -1.21% | |
| DNOW | A | -1.18% | |
| ODP | C | -1.15% | |
| ZEUS | C | -1.13% | |
| GPI | A | -1.1% | |
| SLCA | A | -1.08% | |
| SANM | B | -1.08% | |
| ABG | B | -1.07% | |
| OI | F | -1.06% | |
| MDC | A | -1.05% | |
| AMBC | D | -1.05% | |
| PARR | D | -1.03% | |
| NVRI | D | -1.02% | |
| ENVA | B | -1.01% | |
| SPNT | C | -0.99% | |
| SCVL | A | -0.99% | |
| CAL | C | -0.98% | |
| CVI | D | -0.97% | |
| AXL | B | -0.96% | |
| SM | A | -0.94% | |
| OMI | D | -0.94% | |
| TPH | B | -0.94% | |
| WNC | D | -0.94% | |
| CALM | B | -0.93% | |
| SXC | C | -0.92% | |
| ASTE | B | -0.9% | |
| HI | B | -0.9% | |
| WIRE | A | -0.88% | |
| SAH | B | -0.87% | |
| LBRT | A | -0.87% | |
| SKYW | A | -0.86% | |
| ABM | A | -0.86% | |
| NAVI | D | -0.84% | |
| AGO | D | -0.84% | |
| CCS | D | -0.83% | |
| GMS | C | -0.83% | |
| STC | B | -0.82% | |
| PUMP | B | -0.82% | |
| TDS | C | -0.82% | |
| HIBB | A | -0.81% | |
| KOP | B | -0.81% | |
| RDN | C | -0.81% | |
| PATK | D | -0.8% | |
| MHO | C | -0.8% | |
| ALGT | F | -0.8% | |
| COOP | A | -0.8% | |
| DLX | B | -0.79% | |
| TALO | B | -0.78% | |
| GES | A | -0.78% | |
| MTH | B | -0.77% | |
| BCC | D | -0.77% | |
| RC | C | -0.77% | |
| EIG | C | -0.75% | |
| AMWD | D | -0.74% | |
| AX | B | -0.73% | |
| PRG | A | -0.73% | |
| SLVM | A | -0.72% | |
| PSMT | C | -0.72% | |
| ETD | D | -0.71% | |
| HLX | A | -0.71% | |
| PLAB | C | -0.7% | |
| CENTA | C | -0.7% | |
| APOG | A | -0.69% | |
| NOG | A | -0.69% | |
| UVV | A | -0.69% | |
| TWI | F | -0.67% | |
| HVT | C | -0.67% | |
| ABR | D | -0.66% | |
| CUBI | C | -0.66% | |
| BLMN | C | -0.66% | |
| HUBG | D | -0.66% | |
| HCC | A | -0.66% | |
| ASO | C | -0.65% | |
| MOV | D | -0.65% | |
| AMR | C | -0.65% | |
| MCS | D | -0.64% | |
| SIG | B | -0.63% | |
| CXW | C | -0.63% | |
| MATX | C | -0.62% | |
| NMIH | B | -0.62% | |
| CRC | A | -0.62% | |
| WGO | D | -0.62% | |
| PMT | B | -0.61% | |
| URBN | C | -0.6% | |
| ARI | C | -0.58% | |
| CNXN | C | -0.57% | |
| MLKN | C | -0.57% | |
| LZB | D | -0.57% | |
| HTH | D | -0.57% | |
| SMP | D | -0.57% | |
| EFC | C | -0.56% | |
| PRDO | B | -0.56% | |
| SCHL | D | -0.56% | |
| FCF | B | -0.54% | |
| GIII | C | -0.53% | |
| SVC | D | -0.52% | |
| CEIX | B | -0.47% | |
| OSUR | F | -0.42% |
MARB: Top Represented Industries & Keywords
XSVM: Top Represented Industries & Keywords
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