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RONB vs CRDT

Baron First Principles ETF vs Simplify Opportunistic Income ETF

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

CRDT

Simplify Opportunistic Income ETF

Simplify Asset Management

Annual cost

0.99%

Fund size

$38M

Key differences

  • RONB is significantly larger than CRDT — larger funds tend to be more liquid and less likely to close.
  • RONB is classified as equity, while CRDT is fixed income — different risk/return profiles.

Side-by-side comparison

RONBCRDT
Annual cost (TER)1.00%0.99%
Fund size (AUM)$388M$38M
Since20252023
Dividend yield6.51%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+0.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y8.52%
Max drawdown-13.08%-9.80%

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

Similar to RONB and CRDT