OCFS vs. MARB ETF Comparison
Comparison of Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS) to First Trust Merger Arbitrage ETF (MARB)
OCFS
Professionally Managed Portfolios Otter Creek Focus Strategy ETF
OCFS Description
The fund is an actively-managed ETF that invests in U.S.-listed equity securities of small- and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a small to mid-size market capitalization. The fund may invest up to 20% of its total assets in U.S. dollar denominated foreign equity securities, including through American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") issued by U.S. depository banks, which are traded on U.S. exchanges.
Grade (RS Rating)
Last Trade
$26.91
Average Daily Volume
1,209
20
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
$19.66
Average Daily Volume
6,813
34
Performance
| Period | OCFS | MARB |
|---|---|---|
| 30 Days | -4.50% | -1.12% |
| 60 Days | 3.24% | -1.65% |
| 90 Days | 8.10% | -2.34% |
| 12 Months | -1.47% |
0 Overlapping Holdings
| Symbol | Grade | Weight in OCFS | Weight in MARB | Overlap |
|---|
OCFS Overweight 20 Positions Relative to MARB
OCFS Underweight 34 Positions Relative to MARB
| Symbol | Grade | Weight | |
|---|---|---|---|
| HTLF | A | -7.98% | |
| HCP | B | -5.64% | |
| EDR | A | -4.92% | |
| ACI | C | -4.88% | |
| DFS | A | -4.67% | |
| AMED | F | -4.57% | |
| AXNX | A | -4.2% | |
| NAPA | A | -3.99% | |
| ANSS | B | -3.85% | |
| B | A | -3.78% | |
| JNPR | D | -3.65% | |
| EVRI | A | -3.48% | |
| K | B | -3.28% | |
| ESGR | B | -3.18% | |
| CTLT | C | -3.17% | |
| HES | B | -3.07% | |
| VZIO | A | -3.05% | |
| CHX | C | -2.78% | |
| LBPH | A | -2.78% | |
| MGRC | B | -2.75% | |
| FYBR | C | -2.53% | |
| ENV | B | -2.38% | |
| SRDX | C | -2.29% | |
| IBTX | A | -2.21% | |
| RCM | A | -2.07% | |
| MRO | A | -2.03% | |
| WSC | F | --1.0% | |
| COP | C | --2.02% | |
| SNPS | C | --2.21% | |
| SSB | A | --2.22% | |
| CVX | A | --3.56% | |
| SLB | C | --4.15% | |
| COF | A | --5.12% | |
| UMBF | A | --8.33% |
OCFS: Top Represented Industries & Keywords
MARB: Top Represented Industries & Keywords
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