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RONB vs IUSB

Baron First Principles ETF vs iShares Core Universal USD Bond ETF

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

IUSB

iShares Core Universal USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$36.5B

Key differences

  • IUSB costs 0.94% less per year.
  • IUSB is significantly larger than RONB — larger funds tend to be more liquid and less likely to close.
  • RONB is classified as equity, while IUSB is fixed income — different risk/return profiles.
  • RONB follows a active selection strategy; IUSB uses index tracking.
  • IUSB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RONBIUSB
Annual cost (TER)1.00%0.06%
Fund size (AUM)$388M$36.5B
Since20252014
Dividend yield4.24%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+6.0%
CAGR 3YN/A+4.6%
CAGR 5YN/A+0.6%
Sharpe 3YN/A0.21
Volatility 1Y3.66%
Max drawdown-13.08%-17.90%

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

Similar to RONB and IUSB