RONB vs. BCFN
RONB (Baron First Principles ETF) and BCFN (Baron Financials ETF) are both exchange-traded funds - RONB is a Large Cap Growth Equities fund actively managed by Baron Capital, while BCFN is a Financials Equities fund tracking the Actively Managed. RONB is actively managed, while BCFN is passively managed. Their 0.72 correlation means they have sometimes moved together and sometimes differently. RONB charges 1.00%/yr vs 0.80%/yr for BCFN.
Performance
RONB vs. BCFN - 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 BCFN's -8.91% return.
RONB
- 1D
- -1.73%
- 1M
- -13.77%
- 6M
- -13.27%
- YTD
- -16.11%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
BCFN
- 1D
- -0.22%
- 1M
- 1.82%
- 6M
- -4.65%
- YTD
- -8.91%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $34.29K | $30.00K | $73.20K | |
| $5.12M | $7.20M | $22.20M |
RONB vs. BCFN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RONB Baron First Principles ETF | -16.11% | -0.76% |
BCFN Baron Financials ETF | -8.91% | -0.45% |
Correlation
The correlation between RONB and BCFN is 0.72, 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 | 0.72 |
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Return for Risk
RONB vs. BCFN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron First Principles ETF (RONB) and Baron Financials ETF (BCFN). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
RONB vs. BCFN - Drawdown Comparison
The maximum RONB drawdown since its inception was -19.37%, smaller than the maximum BCFN drawdown of -20.95%. Use the drawdown chart below to compare losses from any high point for RONB and BCFN.
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Drawdown Indicators
| RONB | BCFN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.37% | -20.95% | +1.58% |
Current DrawdownCurrent decline from peak | -19.37% | -11.17% | -8.20% |
Average DrawdownAverage peak-to-trough decline | -7.20% | -12.62% | +5.42% |
Volatility
RONB vs. BCFN - Volatility Comparison
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Volatility by Period
| RONB | BCFN | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 21.04% | 18.88% | +2.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.04% | 18.88% | +2.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.04% | 18.88% | +2.16% |
RONB vs. BCFN - Expense Ratio Comparison
RONB has a 1.00% expense ratio, which is higher than BCFN's 0.80% expense ratio.
Dividends
RONB vs. BCFN - Dividend Comparison
Neither RONB nor BCFN has paid dividends to shareholders.
Frequently Asked Questions
RONB and BCFN have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BCFN is cheaper at 0.80% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BCFN is cheaper with a 0.80% expense ratio, compared with 1.00% for RONB.
RONB and BCFN have nearly identical dividend yields, around 0.00%.
RONB is categorized as Large Cap Growth Equities, while BCFN is Financials Equities. Their fees differ too: 1.00% for RONB and 0.80% for BCFN.
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