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RONB vs ILTB

Baron First Principles ETF vs iShares Core 10+ Year USD Bond ETF

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

ILTB

iShares Core 10+ Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$588M

Key differences

  • ILTB costs 0.94% less per year.
  • RONB is classified as equity, while ILTB is fixed income — different risk/return profiles.
  • RONB follows a active selection strategy; ILTB uses index tracking.
  • ILTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RONBILTB
Annual cost (TER)1.00%0.06%
Fund size (AUM)$388M$588M
Since20252009
Dividend yield4.94%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+8.4%
CAGR 3YN/A+3.2%
CAGR 5YN/A-2.5%
Sharpe 3YN/A0.02
Volatility 1Y8.08%
Max drawdown-13.08%-36.89%

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

Similar to RONB and ILTB