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RONB vs IMTB

Baron First Principles ETF vs iShares Core 5-10 Year USD Bond ETF

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

IMTB

iShares Core 5-10 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$280M

Key differences

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

Side-by-side comparison

RONBIMTB
Annual cost (TER)1.00%0.06%
Fund size (AUM)$388M$280M
Since20252016
Dividend yield4.46%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+6.7%
CAGR 3YN/A+4.8%
CAGR 5YN/A+0.7%
Sharpe 3YN/A0.24
Volatility 1Y4.07%
Max drawdown-13.08%-18.15%

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

Similar to RONB and IMTB