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RONB vs AFMC

Baron First Principles ETF vs First Trust Active Factor Mid Cap ETF

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

AFMC

First Trust Active Factor Mid Cap ETF

First Trust

Annual cost

0.68%

Fund size

$153M

Key differences

  • AFMC costs 0.32% less per year.
  • AFMC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RONBAFMC
Annual cost (TER)1.00%0.68%
Fund size (AUM)$388M$153M
Since20252019
Dividend yield0.81%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+27.2%
CAGR 3YN/A+20.8%
CAGR 5YN/A+10.2%
Sharpe 3YN/A0.96
Volatility 1Y14.96%
Max drawdown-13.08%-42.14%

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

Similar to RONB and AFMC