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RONB vs SCHJ

Baron First Principles ETF vs Schwab 1-5 Year Corporate Bond ETF

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

SCHJ

Schwab 1-5 Year Corporate Bond ETF

Schwab ETFs

Annual cost

0.03%

Fund size

$759M

Key differences

  • SCHJ costs 0.97% less per year.
  • RONB is classified as equity, while SCHJ is fixed income — different risk/return profiles.
  • RONB follows a active selection strategy; SCHJ uses index tracking.
  • SCHJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RONBSCHJ
Annual cost (TER)1.00%0.03%
Fund size (AUM)$388M$759M
Since20252019
Dividend yield4.48%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.9%
CAGR 3YN/A+5.6%
CAGR 5YN/A+2.4%
Sharpe 3YN/A0.77
Volatility 1Y1.88%
Max drawdown-13.08%-13.62%

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

Similar to RONB and SCHJ