MARB vs FCLO
Comparison between FIRST TRUST MERGER ARBITRAGE ETF (MARB, ETF) and FIDELITY CLO ETF (FCLO, ETF).
MARB vs FCLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MARB
$25M
FCLO
$25M
Expense Ratio
MARB
1.69%
FCLO
N/A
Max Drawdown
MARB
11.99%
Winner
FCLO
0.68%
Sharpe Ratio
MARB
0.50
Winner
FCLO
1.38
5Y Beta
MARB
0.04
Winner
FCLO
0.01
MARB vs FCLO - Historical Returns
Returns include dividend reinvestment.
1M
MARB
+0.20%
Winner
FCLO
+0.51%
3M
MARB
+0.82%
Winner
FCLO
+2.06%
6M
MARB
+1.52%
FCLO
N/A
1Y
MARB
+6.07%
FCLO
N/A
5Y(CAGR)
MARB
+2.64%
FCLO
N/A
Max(CAGR)
MARB
+2.02%
Winner
FCLO
+5.76%
MARB vs FCLO - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | MARB | FCLO |
|---|---|---|
| 2026 | +1.50% | +1.75% |
| 2025 | +7.15% | N/A |
| 2024 | +0.87% | N/A |
| 2023 | +2.02% | N/A |
| 2022 | +4.08% | N/A |
| 2021 | +0.32% | N/A |
| 2020 | -2.35% | N/A |
MARB vs FCLO Drawdown Comparison
The maximum drawdown for MARB was -11.99%, occurring on Mar 18, 2020. Recovery took 545 trading sessions.
The maximum drawdown for FCLO was -0.58%, occurring on Mar 9, 2026. Recovery took 24 trading sessions.
| Rank | MARB | FCLO |
|---|---|---|
| #1 | -11.99% Feb 21, 2020 - Apr 20, 2022 | -0.58% Feb 26, 2026 - Apr 1, 2026 |
| #2 | -3.67% Dec 21, 2023 - Dec 24, 2024 | -0.21% Apr 1, 2026 - Apr 10, 2026 |
| #3 | -3.45% Feb 23, 2023 - Aug 28, 2023 | -0.15% Feb 13, 2026 - Feb 23, 2026 |
| #4 | -3.19% Apr 20, 2022 - Aug 10, 2022 | -0.11% May 18, 2026 - May 22, 2026 |
| #5 | -2.43% Jul 14, 2025 - Jul 22, 2025 | -0.07% Apr 17, 2026 - Apr 21, 2026 |
| #6 | -1.80% Feb 28, 2025 - Apr 28, 2025 | -0.07% Apr 21, 2026 - Apr 24, 2026 |
| #7 | -1.71% Nov 1, 2022 - Feb 22, 2023 | -0.04% Apr 15, 2026 - Apr 17, 2026 |
| #8 | -1.28% Sep 13, 2022 - Oct 24, 2022 | -0.04% May 22, 2026 - May 28, 2026 |
| #9 | -1.23% Oct 30, 2025 - Nov 7, 2025 | -0.03% May 7, 2026 - May 12, 2026 |
| #10 | -1.15% Jan 24, 2025 - Feb 13, 2025 | -0.01% Apr 24, 2026 - Apr 28, 2026 |
| #11 | -1.14% Oct 17, 2023 - Dec 8, 2023 | N/A |
| #12 | -1.01% Apr 6, 2026 - Apr 9, 2026 | N/A |
| #13 | -0.91% Aug 21, 2025 - Oct 2, 2025 | N/A |
| #14 | -0.82% Jan 23, 2026 - Apr 1, 2026 | N/A |
| #15 | -0.79% Nov 7, 2025 - Nov 11, 2025 | N/A |
Correlation
Correlation between MARB and FCLO is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2022 - 2026)
MARB vs FCLO dividend yield comparison.
| Year | MARB | FCLO |
|---|---|---|
| 2026 | 0.00% | 1.56% |
| 2025 | 3.01% | 0.00% |
| 2024 | 2.11% | 0.00% |
| 2023 | 2.20% | 0.00% |
| 2022 | 0.99% | 0.00% |
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