RONB vs. BBUS
RONB (Baron First Principles ETF) and BBUS (JPMorgan BetaBuilders U.S. Equity ETF) are both exchange-traded funds - RONB is a Large Cap Growth Equities fund actively managed by Baron Capital, while BBUS is a Large Cap Blend Equities fund tracking the Morningstar US Target Market Exposure Index. RONB is actively managed, while BBUS is passively managed. Their 0.56 correlation means they have sometimes moved together and sometimes differently. RONB charges 1.00%/yr vs 0.02%/yr for BBUS.
Performance
RONB vs. BBUS - Performance Comparison
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Returns By Period
In the year-to-date period, RONB achieves a -16.11% return, which is significantly lower than BBUS's 9.70% return.
RONB
- 1D
- -1.73%
- 1M
- -13.77%
- 6M
- -13.27%
- YTD
- -16.11%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
BBUS
- 1D
- 0.73%
- 1M
- 0.21%
- 6M
- 8.38%
- YTD
- 9.70%
- 1Y
- 20.80%
- 3Y*
- 19.31%
- 5Y*
- 12.29%
- 10Y*
- —
- ALL TIME*
- 15.77%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $26.56M | $23.62M | $29.53M | |
| $5.12M | $7.20M | $22.20M |
RONB vs. BBUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RONB Baron First Principles ETF | -16.11% | -0.76% |
BBUS JPMorgan BetaBuilders U.S. Equity ETF | 9.70% | 0.28% |
Correlation
The correlation between RONB and BBUS is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 15, 2025 | 0.56 |
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Return for Risk
RONB vs. BBUS — Risk / Return Rank
RONB
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
BBUS
RONB vs. BBUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron First Principles ETF (RONB) and JPMorgan BetaBuilders U.S. Equity ETF (BBUS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RONB | BBUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.26 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.05 | — |
| Martin ratioReturn relative to average drawdown | — | 8.63 | — |
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Drawdowns
RONB vs. BBUS - Drawdown Comparison
The maximum RONB drawdown since its inception was -19.37%, smaller than the maximum BBUS drawdown of -35.35%. Use the drawdown chart below to compare losses from any high point for RONB and BBUS.
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Drawdown Indicators
| RONB | BBUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.37% | -35.35% | +15.98% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.21% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.01% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.46% | — |
Current DrawdownCurrent decline from peak | -19.37% | -1.55% | -17.82% |
Average DrawdownAverage peak-to-trough decline | -7.20% | -5.38% | -1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.19% | — |
Volatility
RONB vs. BBUS - Volatility Comparison
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Volatility by Period
| RONB | BBUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.54% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.14% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 21.04% | 12.89% | +8.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.04% | 17.15% | +3.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.04% | 19.50% | +1.54% |
RONB vs. BBUS - Expense Ratio Comparison
RONB has a 1.00% expense ratio, which is higher than BBUS's 0.02% expense ratio.
Dividends
RONB vs. BBUS - Dividend Comparison
RONB has not paid dividends to shareholders, while BBUS's dividend yield for the trailing twelve months is around 1.01%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBUS JPMorgan BetaBuilders U.S. Equity ETF | 1.01% | 1.07% | 1.21% | 1.38% | 1.57% | 1.11% | 1.43% | 1.37% |
RONB Baron First Principles ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RONB and BBUS have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBUS is cheaper at 0.02% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBUS is cheaper with a 0.02% expense ratio, compared with 1.00% for RONB.
BBUS has the higher dividend yield at 1.01%, compared with 0.00% for RONB.
RONB is categorized as Large Cap Growth Equities, while BBUS is Large Cap Blend Equities. They also come from different issuers: Baron Capital and JPMorgan. Their fees differ too: 1.00% for RONB and 0.02% for BBUS.
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