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RONB vs FPEI
Baron First Principles ETF vs First Trust Institutional Preferred Securities and Income ETF
Key differences
- FPEI costs 0.15% less per year.
- FPEI is significantly larger than RONB — larger funds tend to be more liquid and less likely to close.
- FPEI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RONB | FPEI | |
|---|---|---|
| Annual cost (TER) | 1.00% | 0.85% |
| Fund size (AUM) | $388M | $1.9B |
| Since | 2025 | 2017 |
| Dividend yield | — | 5.69% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +10.0% |
| CAGR 3Y | N/A | +11.2% |
| CAGR 5Y | N/A | +4.4% |
| Sharpe 3Y | N/A | 1.73 |
| Volatility 1Y | — | 3.76% |
| Max drawdown | -13.08% | -27.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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