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MARB
+0.14 · +0.68%
$20.67 · NYSE ARCA

First Trust Vivaldi Merger Arbitrage ETF (MARB) ETF Analysis | Event Driven

First Trust · USA
AUM:$38.3M
#– of – in Event Driven ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 1.80% — above average for this category.

What is MARB?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
MARB returned 6.7% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 1.80% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 31.4% of the ETF — a moderate level of name concentration.
ETF Information
AUM$38.3M
Expense Ratio1.80%
Dividend Yield3.01%
Holdings12
Inception DateFeb 2020
Domicile–
Distribution–
Index–
ProviderFirst Trust
Beta0.08
CategoryEvent Driven
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.9%
1Y
+6.7%
3Y
+13.7%
5Y
+15.7%
OpenBook InsightIf you had invested £10,000 in MARB 5 years ago, it would have grown to £11,569 — a gain of £1,569.

Annual Returns

Calendar year performance

MARB delivered positive returns in 5 of the last 5 calendar years.
YearMARB
2026 YTD+2.0%
2025+7.2%
2024+0.9%
2023+2.0%
2022+4.1%
CAGR 4yr+3.5%
5/5 positive yearsAvg return: +3.2%Worst year: +0.9% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
3.3%
Low
Momentum
+0.7%
30-day change
Support Level
20.81
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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