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RONB vs CGCP

Baron First Principles ETF vs Capital Group Core Plus Income ETF

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

CGCP

Capital Group Core Plus Income ETF

Capital Group

Annual cost

0.34%

Fund size

$7.6B

Key differences

  • CGCP costs 0.66% less per year.
  • CGCP is significantly larger than RONB — larger funds tend to be more liquid and less likely to close.
  • RONB is classified as equity, while CGCP is fixed income — different risk/return profiles.
  • RONB covers north america markets; CGCP covers global.

Side-by-side comparison

RONBCGCP
Annual cost (TER)1.00%0.34%
Fund size (AUM)$388M$7.6B
Since20252022
Dividend yield5.14%
Asset classequityfixed income
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1YN/A+6.6%
CAGR 3YN/A+5.1%
CAGR 5YN/AN/A
Sharpe 3YN/A0.29
Volatility 1Y3.74%
Max drawdown-13.08%-15.07%

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

Similar to RONB and CGCP