MARB vs UPW
Comparison between FIRST TRUST MERGER ARBITRAGE ETF (MARB, ETF) and PROSHARES ULTRA UTILITIES (UPW, ETF).
5-Year PerformanceUPW has outperformed MARB, delivering a return of +10.2% compared to +2.6%
MARB vs UPW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MARB
$25M
UPW
$25M
Expense Ratio
MARB
1.69%
UPW
N/A
Max Drawdown
Winner
MARB
11.99%
UPW
79.48%
Sharpe Ratio
MARB
0.50
Winner
UPW
0.57
5Y Beta
Winner
MARB
0.04
UPW
0.63
P/E Ratio
MARB
N/A
UPW
20.07
Forward P/E
MARB
N/A
UPW
18.10
PEG Ratio
MARB
N/A
UPW
0.82
5Y Dividends CAGR
MARB
N/A
UPW
21.28%
5Y EPS CAGR
MARB
N/A
UPW
13.18%
Debt to Equity
MARB
N/A
UPW
124.69%
P/S Ratio
MARB
N/A
UPW
2.90
P/B Ratio
MARB
N/A
UPW
2.30
MARB vs UPW - Holdings Comparison
MARB and UPW have 1 common holdings. Overlap is 0.00%
MARB's top 25 holdings weight is 99.99%. UPW's top 25 holdings weight is 90.61%.
| Rank | MARB | UPW |
|---|---|---|
| #1 | DREYFUS GOVT CM INST 289 (n/a) - 63.20% | CASH (n/a) - 13.60% |
| #2 | ELECTRONIC ARTS INC (EA) - 4.19% | NEXTERA ENERGY INC (NEE) - 9.86% |
| #3 | SELECT MEDICAL HOLDINGS CORP (SEM) - 4.04% | UTILITIES SELECT SECTOR INDEX SWAP (n/a) - 9.14% |
| #4 | MASIMO CORP (MASI) - 3.80% | SOUTHERN CO (SO) - 5.45% |
| #5 | TALKSPACE INC ORDINARY SHARES (TALK) - 3.77% | CTE PROSHARES TRUST M (n/a) - 5.37% |
| #6 | BRIGHTHOUSE FINANCIAL INC REGISTERED SHS WHEN ISSUED (BHF) - 3.58% | DUKE ENERGY CORP (DUK) - 5.09% |
| #7 | CLEARWATER ANALYTICS HOLDINGS INC CLASS A (CWAN) - 3.41% | CONSTELLATION ENERGY CORP (CEG) - 4.27% |
| #8 | VERIS RESIDENTIAL INC (n/a) - 3.29% | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.66% |
| #9 | CLEAR CHANNEL OUTDOOR HOLDINGS INC ORDINARY SHARES (CCO) - 3.28% | SEMPRA (SRE) - 3.13% |
| #10 | KENNEDY-WILSON HOLDINGS INC (KW) - 2.84% | DOMINION ENERGY INC (D) - 3.06% |
| #11 | DIGITALBRIDGE GROUP INC CLASS A (DBRG) - 2.38% | ENTERGY CORP (ETR) - 2.63% |
| #12 | PROASSURANCE CORP (PRA) - 1.43% | XCEL ENERGY INC (XEL) - 2.48% |
| #13 | CASH (n/a) - 0.78% | EXELON CORP (EXC) - 2.40% |
| #14 | CHINOOK THERAPEUTICS CVR (n/a) - 0.00% | VISTRA CORP (VST) - 2.25% |
| #15 | CONTRA METSERA INC (n/a) - 0.00% | CONSOLIDATED EDISON INC (ED) - 2.05% |
| #16 | CONTRA MIRATI THERAPEUTICS CVR (n/a) - 0.00% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.03% |
| #17 | ICOSAVAX INC CVR (n/a) - 0.00% | WEC ENERGY GROUP INC (WEC) - 1.91% |
| #18 | HOLOGIC INC- CVR (n/a) - 0.00% | PG&E CORP (PCG) - 1.90% |
| #19 | PARAGON 28 INC CVR (n/a) - 0.00% | AMEREN CORP (AEE) - 1.58% |
| #20 | WALGREENS BOOTS ALLIANCE INC (n/a) - 0.00% | DTE ENERGY CO (DTE) - 1.56% |
| #21 | N/A | ATMOS ENERGY CORP (ATO) - 1.55% |
| #22 | N/A | CENTERPOINT ENERGY INC (CNP) - 1.46% |
| #23 | N/A | EDISON INTERNATIONAL (EIX) - 1.43% |
| #24 | N/A | NRG ENERGY INC (NRG) - 1.38% |
| #25 | N/A | PPL CORP (PPL) - 1.37% |
| Total Holdings | 20 | 34 |
MARB vs UPW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MARB
+0.20%
UPW
-8.84%
3M
Winner
MARB
+0.82%
UPW
-11.26%
6M
MARB
+1.52%
Winner
UPW
+4.13%
1Y
MARB
+6.07%
Winner
UPW
+17.94%
5Y(CAGR)
MARB
+2.64%
Winner
UPW
+10.17%
10Y(CAGR)
MARB
N/A
UPW
+10.16%
Max(CAGR)
MARB
+2.02%
Winner
UPW
+9.62%
MARB vs UPW - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MARB | UPW |
|---|---|---|
| 2026 | +1.50% | +3.54% |
| 2025 | +7.15% | +21.51% |
| 2024 | +0.87% | +33.90% |
| 2023 | +2.02% | -22.32% |
| 2022 | +4.08% | -2.69% |
| 2021 | +0.32% | +39.41% |
| 2020 | -2.35% | -14.91% |
| 2019 | N/A | +53.17% |
| 2018 | N/A | +4.02% |
| 2017 | N/A | +23.11% |
| 2016 | N/A | +32.68% |
| 2015 | N/A | -13.24% |
| 2014 | N/A | +60.35% |
| 2013 | N/A | +25.28% |
| 2012 | N/A | +2.09% |
| 2011 | N/A | +33.79% |
| 2010 | N/A | +10.71% |
| 2009 | N/A | +14.29% |
| 2008 | N/A | -58.09% |
| 2007 | N/A | +26.28% |
MARB vs UPW Drawdown Comparison
The maximum drawdown for MARB was -11.99%, occurring on Mar 18, 2020. Recovery took 545 trading sessions.
The maximum drawdown for UPW was -77.75%, occurring on Mar 9, 2009. Recovery took 1557 trading sessions.
The current UPW drawdown is -14.32%.
| Rank | MARB | UPW |
|---|---|---|
| #1 | -11.99% Feb 21, 2020 - Apr 20, 2022 | -77.75% Dec 10, 2007 - Feb 18, 2014 |
| #2 | -3.67% Dec 21, 2023 - Dec 24, 2024 | -62.67% Feb 18, 2020 - Apr 1, 2022 |
| #3 | -3.45% Feb 23, 2023 - Aug 28, 2023 | -49.41% Sep 12, 2022 - Sep 30, 2024 |
| #4 | -3.19% Apr 20, 2022 - Aug 10, 2022 | -31.05% Jan 29, 2015 - Mar 16, 2016 |
| #5 | -2.43% Jul 14, 2025 - Jul 22, 2025 | -29.26% Apr 8, 2022 - Aug 15, 2022 |
| #6 | -1.80% Feb 28, 2025 - Apr 28, 2025 | -26.93% Nov 14, 2017 - Dec 3, 2018 |
| #7 | -1.71% Nov 1, 2022 - Feb 22, 2023 | -25.06% May 21, 2007 - Dec 5, 2007 |
| #8 | -1.28% Sep 13, 2022 - Oct 24, 2022 | -24.64% Jul 6, 2016 - May 23, 2017 |
| #9 | -1.23% Oct 30, 2025 - Nov 7, 2025 | -22.91% Nov 27, 2024 - Jul 21, 2025 |
| #10 | -1.15% Jan 24, 2025 - Feb 13, 2025 | -19.15% Feb 27, 2026 - Jun 1, 2026 |
| #11 | -1.14% Oct 17, 2023 - Dec 8, 2023 | -18.94% Oct 15, 2025 - Feb 24, 2026 |
| #12 | -1.01% Apr 6, 2026 - Apr 9, 2026 | -18.13% Jun 30, 2014 - Oct 24, 2014 |
| #13 | -0.91% Aug 21, 2025 - Oct 2, 2025 | -17.57% Dec 13, 2018 - Feb 22, 2019 |
| #14 | -0.82% Jan 23, 2026 - Apr 1, 2026 | -12.37% Oct 16, 2024 - Nov 26, 2024 |
| #15 | -0.79% Nov 7, 2025 - Nov 11, 2025 | -11.25% Sep 26, 2019 - Jan 15, 2020 |
Correlation
Correlation between MARB and UPW is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2007 - 2026)
MARB vs UPW dividend yield comparison.
| Year | MARB | UPW |
|---|---|---|
| 2026 | 0.00% | 0.30% |
| 2025 | 3.01% | 1.67% |
| 2024 | 2.11% | 1.83% |
| 2023 | 2.20% | 2.40% |
| 2022 | 0.99% | 1.55% |
| 2021 | 0.00% | 1.30% |
| 2020 | 0.00% | 0.83% |
| 2019 | 0.00% | 0.83% |
| 2018 | 0.00% | 1.98% |
| 2017 | 0.00% | 1.51% |
| 2016 | 0.00% | 1.70% |
| 2015 | 0.00% | 2.16% |
| 2014 | 0.00% | 1.70% |
| 2013 | 0.00% | 2.24% |
| 2012 | 0.00% | 1.90% |
| 2011 | 0.00% | 1.79% |
| 2010 | 0.00% | 2.63% |
| 2009 | 0.00% | 2.42% |
| 2008 | 0.00% | 3.71% |
| 2007 | 0.00% | 7.03% |
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