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RONB vs LDSF

Baron First Principles ETF vs First Trust Low Duration Strategic Focus ETF

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

LDSF

First Trust Low Duration Strategic Focus ETF

First Trust

Annual cost

0.77%

Fund size

$160M

Key differences

  • LDSF costs 0.23% less per year.
  • RONB is classified as equity, while LDSF is fixed income — different risk/return profiles.
  • LDSF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RONBLDSF
Annual cost (TER)1.00%0.77%
Fund size (AUM)$388M$160M
Since20252019
Dividend yield4.61%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+5.4%
CAGR 3YN/A+5.4%
CAGR 5YN/A+2.4%
Sharpe 3YN/A0.63
Volatility 1Y2.06%
Max drawdown-13.08%-8.56%

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

Similar to RONB and LDSF