Skip to content
Beacon
Screener

FORH vs RONB

Formidable ETF vs Baron First Principles ETF

FORH

Formidable ETF

Formidable Funds

Annual cost

1.19%

Fund size

$20M

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

Key differences

  • RONB costs 0.19% less per year.
  • RONB is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
  • FORH is classified as alternative, while RONB is equity — different risk/return profiles.
  • FORH follows a option income strategy; RONB uses active selection.

Side-by-side comparison

FORHRONB
Annual cost (TER)1.19%1.00%
Fund size (AUM)$20M$388M
Since20212025
Dividend yield1.73%
Asset classalternativeequity
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+13.1%N/A
CAGR 3Y+3.7%N/A
CAGR 5Y+1.7%N/A
Sharpe 3Y0.08N/A
Volatility 1Y15.66%
Max drawdown-20.73%-13.08%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FORH and RONB