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RONB vs ZHOG

Baron First Principles ETF vs F/m Opportunistic Income ETF

RONB

Baron First Principles ETF

Baron Capital Group, Inc.

Annual cost

1.00%

Fund size

$388M

ZHOG

F/m Opportunistic Income ETF

F/m investments, LLC

Annual cost

0.43%

Fund size

$45M

Key differences

  • ZHOG costs 0.57% less per year.
  • RONB is significantly larger than ZHOG — larger funds tend to be more liquid and less likely to close.
  • RONB is classified as equity, while ZHOG is fixed income — different risk/return profiles.

Side-by-side comparison

RONBZHOG
Annual cost (TER)1.00%0.43%
Fund size (AUM)$388M$45M
Since20252023
Dividend yield5.60%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+5.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.61%
Max drawdown-13.08%-3.66%

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

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