Screener
RONB vs PFIG
Baron First Principles ETF vs Invesco Fundamental Investment Grade Corporate Bond ETF
Key differences
- PFIG costs 0.78% less per year.
- RONB is significantly larger than PFIG — larger funds tend to be more liquid and less likely to close.
- RONB is classified as equity, while PFIG is fixed income — different risk/return profiles.
- RONB follows a active selection strategy; PFIG uses index tracking.
- PFIG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RONB | PFIG | |
|---|---|---|
| Annual cost (TER) | 1.00% | 0.22% |
| Fund size (AUM) | $388M | $113M |
| Since | 2025 | 2011 |
| Dividend yield | — | 4.37% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +5.5% |
| CAGR 3Y | N/A | +5.3% |
| CAGR 5Y | N/A | +1.5% |
| Sharpe 3Y | N/A | 0.40 |
| Volatility 1Y | — | 3.09% |
| Max drawdown | -13.08% | -15.73% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to RONB and PFIG
Explore further