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RONB vs YJUN

Baron First Principles ETF vs FT Vest International Equity Moderate Buffer ETF – June

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

YJUN

FT Vest International Equity Moderate Buffer ETF – June

First Trust

Annual cost

0.90%

Fund size

$131M

Key differences

  • YJUN costs 0.10% less per year.
  • RONB is classified as equity, while YJUN is alternative — different risk/return profiles.
  • RONB covers north america markets; YJUN covers global.
  • RONB follows a active selection strategy; YJUN uses structured outcome.

Side-by-side comparison

RONBYJUN
Annual cost (TER)1.00%0.90%
Fund size (AUM)$388M$131M
Since20252021
Dividend yield0.00%
Asset classequityalternative
Regionnorth americaglobal
Strategyactive selectionstructured outcome
CAGR 1YN/A+10.8%
CAGR 3YN/A+9.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.64
Volatility 1Y6.88%
Max drawdown-13.08%-21.53%

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

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