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RONB vs FTCS

Baron First Principles ETF vs First Trust Capital Strength ETF

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

FTCS

First Trust Capital Strength ETF

First Trust

Annual cost

0.53%

Fund size

$7.9B

Key differences

  • FTCS costs 0.47% less per year.
  • FTCS is significantly larger than RONB — larger funds tend to be more liquid and less likely to close.
  • RONB follows a active selection strategy; FTCS uses index tracking.
  • FTCS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RONBFTCS
Annual cost (TER)1.00%0.53%
Fund size (AUM)$388M$7.9B
Since20252006
Dividend yield1.10%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+5.3%
CAGR 3YN/A+10.5%
CAGR 5YN/A+6.1%
Sharpe 3YN/A0.63
Volatility 1Y9.97%
Max drawdown-13.08%-31.93%

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

Similar to RONB and FTCS