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. A 0.78 correlation means they provide meaningful diversification when combined. 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 -6.63% return, which is significantly higher than BCFN's -14.62% return.
RONB
- 1D
- -0.34%
- 1M
- -1.56%
- YTD
- -6.63%
- 6M
- -8.36%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BCFN
- 1D
- -0.12%
- 1M
- 0.55%
- YTD
- -14.62%
- 6M
- -15.87%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RONB vs. BCFN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
RONB Baron First Principles ETF | -6.63% | -0.76% |
BCFN Baron Financials ETF | -14.62% | -0.45% |
Correlation
The correlation between RONB and BCFN is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 15, 2025 | 0.78 |
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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 -13.08%, 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 | -13.08% | -20.95% | +7.87% |
Current DrawdownCurrent decline from peak | -10.26% | -16.74% | +6.48% |
Average DrawdownAverage peak-to-trough decline | -6.19% | -12.60% | +6.41% |
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 | 20.43% | 18.97% | +1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.43% | 18.97% | +1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.43% | 18.97% | +1.46% |
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 0.78, 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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