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RONB vs FSIG

Baron First Principles ETF vs First Trust Limited Duration Investment Grade Corporate ETF

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

FSIG

First Trust Limited Duration Investment Grade Corporate ETF

First Trust

Annual cost

0.44%

Fund size

$1.5B

Key differences

  • FSIG costs 0.56% less per year.
  • FSIG is significantly larger than RONB — larger funds tend to be more liquid and less likely to close.
  • RONB is classified as equity, while FSIG is fixed income — different risk/return profiles.
  • RONB follows a active selection strategy; FSIG uses index tracking.

Side-by-side comparison

RONBFSIG
Annual cost (TER)1.00%0.44%
Fund size (AUM)$388M$1.5B
Since20252021
Dividend yield4.60%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.7%
CAGR 3YN/A+5.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.57
Volatility 1Y2.28%
Max drawdown-13.08%-6.89%

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

Similar to RONB and FSIG