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RONB vs FPX

Baron First Principles ETF vs First Trust US Equity Opportunities ETF

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

FPX

First Trust US Equity Opportunities ETF

First Trust

Annual cost

0.57%

Fund size

$1.3B

Key differences

  • FPX costs 0.43% less per year.
  • FPX is significantly larger than RONB — larger funds tend to be more liquid and less likely to close.
  • RONB follows a active selection strategy; FPX uses index tracking.
  • FPX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RONBFPX
Annual cost (TER)1.00%0.57%
Fund size (AUM)$388M$1.3B
Since20252006
Dividend yield0.52%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+43.6%
CAGR 3YN/A+32.8%
CAGR 5YN/A+11.1%
Sharpe 3YN/A1.08
Volatility 1Y23.17%
Max drawdown-13.08%-43.14%

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

Similar to RONB and FPX