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RONB vs BCHP

Baron First Principles ETF vs Principal Focused Blue Chip ETF

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

BCHP

Principal Focused Blue Chip ETF

Principal Funds

Annual cost

0.58%

Fund size

$223M

Key differences

  • BCHP costs 0.42% less per year.
  • RONB covers north america markets; BCHP covers global.
  • RONB follows a active selection strategy; BCHP uses index tracking.

Side-by-side comparison

RONBBCHP
Annual cost (TER)1.00%0.58%
Fund size (AUM)$388M$223M
Since20252023
Dividend yield0.00%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+7.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.85%
Max drawdown-13.08%-18.56%

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

Similar to RONB and BCHP