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RONB vs FTCB

Baron First Principles ETF vs First Trust Core Investment Grade ETF

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

FTCB

First Trust Core Investment Grade ETF

First Trust

Annual cost

0.56%

Fund size

$2.4B

Key differences

  • FTCB costs 0.44% less per year.
  • FTCB is significantly larger than RONB — larger funds tend to be more liquid and less likely to close.
  • RONB is classified as equity, while FTCB is fixed income — different risk/return profiles.

Side-by-side comparison

RONBFTCB
Annual cost (TER)1.00%0.56%
Fund size (AUM)$388M$2.4B
Since20252023
Dividend yield4.85%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+6.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y4.11%
Max drawdown-13.08%-4.99%

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

Similar to RONB and FTCB