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RONB vs USPX

Baron First Principles ETF vs Franklin U.S. Equity Index ETF

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

Key differences

  • USPX costs 0.97% less per year.
  • USPX is significantly larger than RONB — larger funds tend to be more liquid and less likely to close.
  • RONB follows a active selection strategy; USPX uses index tracking.
  • USPX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

RONBUSPX
Annual cost (TER)1.00%0.03%
Fund size (AUM)$388M$1.8B
Since20252016
Dividend yield1.09%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+30.4%
CAGR 3YN/A+23.1%
CAGR 5YN/A+12.9%
Sharpe 3YN/A1.21
Volatility 1Y12.23%
Max drawdown-13.08%-31.21%

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

Similar to RONB and USPX