WBIG vs. MARB ETF Comparison
Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to First Trust Merger Arbitrage ETF (MARB)
WBIG
WBI Large Cap Tactical Yield Shares
WBIG Description
The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the dividend-paying equity securities of large capitalization domestic and foreign companies which WBI Investments, Inc., the sub-advisor to the fund and an affiliate of Millington Securities Inc., the advisor, believes display attractive dividend payment prospects, and up to 20% of its net assets in other tactical investment opportunities.
Grade (RS Rating)
Last Trade
$24.12
Average Daily Volume
3,331
34
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
$19.68
Average Daily Volume
25,413
23
Performance
| Period | WBIG | MARB |
|---|---|---|
| 30 Days | -3.26% | -0.96% |
| 60 Days | -1.99% | -1.46% |
| 90 Days | 2.72% | -0.71% |
| 12 Months | 12.72% | 0.87% |
0 Overlapping Holdings
| Symbol | Grade | Weight in WBIG | Weight in MARB | Overlap |
|---|
WBIG Overweight 34 Positions Relative to MARB
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | 10.03% | |
| RGA | A | 4.44% | |
| AXP | B | 4.38% | |
| TW | A | 4.26% | |
| CHD | A | 4.08% | |
| CI | C | 4.04% | |
| HRB | C | 4.03% | |
| MA | D | 4.02% | |
| ADP | C | 3.99% | |
| DHI | D | 3.97% | |
| OTIS | D | 3.91% | |
| KR | B | 2.71% | |
| TGT | D | 2.16% | |
| PM | B | 2.13% | |
| KMB | B | 2.13% | |
| UGI | C | 2.12% | |
| OMF | B | 2.11% | |
| MO | A | 2.1% | |
| PG | A | 2.07% | |
| OKE | B | 2.05% | |
| T | B | 2.03% | |
| GIS | B | 2.03% | |
| CHRD | B | 1.97% | |
| KNTK | A | 1.97% | |
| PFG | C | 1.97% | |
| LYB | C | 1.96% | |
| HPQ | D | 1.95% | |
| CSCO | F | 1.94% | |
| GILD | F | 1.91% | |
| CVS | F | 1.89% | |
| IBM | D | 1.8% | |
| BMY | F | 1.77% | |
| WHR | F | 1.74% | |
| AOS | D | 1.62% |
WBIG Underweight 23 Positions Relative to MARB
| Symbol | Grade | Weight | |
|---|---|---|---|
| PXD | B | -5.74% | |
| ACI | D | -5.2% | |
| AMED | D | -4.66% | |
| AXNX | C | -4.02% | |
| X | D | -3.54% | |
| ANSS | D | -3.49% | |
| HES | B | -3.44% | |
| JNPR | D | -3.3% | |
| DFS | C | -3.25% | |
| CERE | B | -3.11% | |
| CTLT | C | -3.03% | |
| VZIO | D | -2.89% | |
| LBAI | B | -2.43% | |
| NS | D | -2.43% | |
| NWLI | A | -2.1% | |
| SP | C | -1.56% | |
| CPRI | F | -1.46% | |
| SNPS | D | --2.01% | |
| SUN | D | --2.45% | |
| PFS | B | --2.48% | |
| CVX | B | --3.57% | |
| COF | B | --3.77% | |
| XOM | B | --6.03% |
WBIG: Top Represented Industries & Keywords
MARB: Top Represented Industries & Keywords
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