MARB vs OCTJ
Comparison between FIRST TRUST MERGER ARBITRAGE ETF (MARB, ETF) and Innovator Premium Income 30 Barrier ETF - October (OCTJ, ETF).
MARB vs OCTJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MARB
$19M
OCTJ
$19M
Expense Ratio
MARB
0.95%
Winner
OCTJ
0.79%
Max Drawdown
MARB
11.99%
Winner
OCTJ
7.84%
Sharpe Ratio
MARB
0.40
Winner
OCTJ
0.66
5Y Beta
Winner
MARB
0.04
OCTJ
0.22
MARB vs OCTJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MARB
+0.94%
OCTJ
+0.41%
3M
MARB
+0.74%
Winner
OCTJ
+1.50%
6M
MARB
+1.37%
Winner
OCTJ
+2.76%
1Y
Winner
MARB
+6.28%
OCTJ
+5.83%
5Y(CAGR)
MARB
+3.00%
OCTJ
N/A
Max(CAGR)
MARB
+2.05%
Winner
OCTJ
+6.11%
MARB vs OCTJ - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | MARB | OCTJ |
|---|---|---|
| 2026 | +1.96% | +2.96% |
| 2025 | +7.15% | +5.64% |
| 2024 | +0.87% | +5.44% |
| 2023 | +2.02% | +3.01% |
| 2022 | +4.08% | N/A |
| 2021 | +0.32% | N/A |
| 2020 | -2.35% | N/A |
MARB vs OCTJ Drawdown Comparison
The maximum drawdown for MARB was -11.99%, occurring on Mar 18, 2020. Recovery took 545 trading sessions.
The maximum drawdown for OCTJ was -5.35%, occurring on Apr 8, 2025. Recovery took 32 trading sessions.
| Rank | MARB | OCTJ |
|---|---|---|
| #1 | -11.99% Feb 21, 2020 - Apr 20, 2022 | -5.35% Mar 24, 2025 - May 8, 2025 |
| #2 | -3.67% Dec 21, 2023 - Dec 24, 2024 | -1.25% Feb 26, 2026 - Apr 8, 2026 |
| #3 | -3.45% Feb 23, 2023 - Aug 28, 2023 | -1.04% Oct 28, 2025 - Nov 25, 2025 |
| #4 | -3.19% Apr 20, 2022 - Aug 10, 2022 | -0.86% Feb 19, 2025 - Mar 21, 2025 |
| #5 | -2.43% Jul 14, 2025 - Jul 22, 2025 | -0.81% Oct 16, 2023 - Nov 1, 2023 |
| #6 | -1.80% Feb 28, 2025 - Apr 28, 2025 | -0.67% Sep 29, 2025 - Oct 20, 2025 |
| #7 | -1.71% Nov 1, 2022 - Feb 22, 2023 | -0.66% Dec 6, 2024 - Dec 24, 2024 |
| #8 | -1.28% Sep 13, 2022 - Oct 24, 2022 | -0.62% Sep 30, 2024 - Oct 14, 2024 |
| #9 | -1.23% Oct 30, 2025 - Nov 7, 2025 | -0.58% Jul 26, 2024 - Aug 16, 2024 |
| #10 | -1.15% Jan 24, 2025 - Feb 13, 2025 | -0.42% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -1.14% Oct 17, 2023 - Dec 8, 2023 | -0.37% May 15, 2025 - Jun 3, 2025 |
| #12 | -1.01% Apr 6, 2026 - Apr 9, 2026 | -0.36% Nov 13, 2024 - Nov 26, 2024 |
| #13 | -0.91% Aug 21, 2025 - Oct 2, 2025 | -0.36% Jan 6, 2025 - Jan 15, 2025 |
| #14 | -0.82% Jan 23, 2026 - Apr 1, 2026 | -0.35% Jan 22, 2025 - Feb 6, 2025 |
| #15 | -0.79% Nov 7, 2025 - Nov 11, 2025 | -0.35% Jun 8, 2026 - Jun 12, 2026 |
Correlation
Correlation between MARB and OCTJ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2022 - 2026)
MARB vs OCTJ dividend yield comparison.
| Year | MARB | OCTJ |
|---|---|---|
| 2026 | 0.00% | 2.65% |
| 2025 | 3.01% | 5.23% |
| 2024 | 2.11% | 6.27% |
| 2023 | 2.20% | 1.64% |
| 2022 | 0.99% | 0.00% |
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