Screener
RONB vs PGF
Baron First Principles ETF vs Invesco Financial Preferred ETF
Key differences
- PGF costs 0.45% less per year.
- RONB follows a active selection strategy; PGF uses index tracking.
- PGF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RONB | PGF | |
|---|---|---|
| Annual cost (TER) | 1.00% | 0.55% |
| Fund size (AUM) | $388M | $719M |
| Since | 2025 | 2006 |
| Dividend yield | — | 6.24% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +6.0% |
| CAGR 3Y | N/A | +5.6% |
| CAGR 5Y | N/A | -0.4% |
| Sharpe 3Y | N/A | 0.25 |
| Volatility 1Y | — | 6.36% |
| Max drawdown | -13.08% | -28.92% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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