Screener
RONB vs FYT
Baron First Principles ETF vs First Trust Small Cap Value AlphaDEX Fund
Key differences
- FYT costs 0.30% less per year.
- RONB follows a active selection strategy; FYT uses index tracking.
- FYT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RONB | FYT | |
|---|---|---|
| Annual cost (TER) | 1.00% | 0.70% |
| Fund size (AUM) | $388M | $183M |
| Since | 2025 | 2011 |
| Dividend yield | — | 1.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +37.0% |
| CAGR 3Y | N/A | +16.4% |
| CAGR 5Y | N/A | +5.8% |
| Sharpe 3Y | N/A | 0.64 |
| Volatility 1Y | — | 19.16% |
| Max drawdown | -13.08% | -50.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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