Screener
RONB vs SCHZ
Baron First Principles ETF vs Schwab U.S. Aggregate Bond ETF
Key differences
- SCHZ costs 0.97% less per year.
- SCHZ is significantly larger than RONB — larger funds tend to be more liquid and less likely to close.
- RONB is classified as equity, while SCHZ is fixed income — different risk/return profiles.
- RONB follows a active selection strategy; SCHZ uses index tracking.
- SCHZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RONB | SCHZ | |
|---|---|---|
| Annual cost (TER) | 1.00% | 0.03% |
| Fund size (AUM) | $388M | $10.0B |
| Since | 2025 | 2011 |
| Dividend yield | — | 4.10% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +5.7% |
| CAGR 3Y | N/A | +4.0% |
| CAGR 5Y | N/A | +0.2% |
| Sharpe 3Y | N/A | 0.10 |
| Volatility 1Y | — | 3.84% |
| Max drawdown | -13.08% | -18.74% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to RONB and SCHZ
Explore further