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RONB vs CGBL

Baron First Principles ETF vs Capital Group Core Balanced ETF

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

CGBL

Capital Group Core Balanced ETF

Capital Group

Annual cost

0.33%

Fund size

$6.1B

Key differences

  • CGBL costs 0.67% less per year.
  • CGBL is significantly larger than RONB — larger funds tend to be more liquid and less likely to close.
  • RONB is classified as equity, while CGBL is mixed asset — different risk/return profiles.

Side-by-side comparison

RONBCGBL
Annual cost (TER)1.00%0.33%
Fund size (AUM)$388M$6.1B
Since20252023
Dividend yield1.92%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+19.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.65%
Max drawdown-13.08%-11.66%

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

Similar to RONB and CGBL