RONB vs SCHD
Baron First Principles ETF vs Schwab US Dividend Equity ETF
Which is better, RONB or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 77.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | RONB | SCHD |
|---|---|---|
| Expense Ratio | 1.00% | 0.06%Best |
| AUM | - | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 25 | 103 |
| YTD Return | -3.96% | +24.23%Best |
| 1Y Return | - | +27.90% |
| 3Y Return (annualized) | - | +15.55% |
| 5Y Return (annualized) | - | +9.97% |
| Top 10 Weight | 77.0% | 41.8%Best |
| Fund Family | Baron Funds | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Dec 12, 2025 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
RONB vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
RONB vs SCHD Performance
Baron First Principles ETF (RONB) is an ETF from Baron Funds and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, RONB is down 3.96% versus a gain of 24.23% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
RONB charges 1.00% per year while SCHD charges 0.06%. On a $10,000 position that is $100 vs $6 annually, a gap of $94 per year that compounds over a long holding period. On income, RONB currently yields 0.00% against 3.00% for SCHD.
Holdings Overlap
0.7% of RONB's money is in holdings SCHD also owns. 0.1% of SCHD's money is in holdings RONB also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 21 positions we hold weights for in RONB and 100 in SCHD, against full books of 25 and 103.
What only one of them owns
Our book lists 98 positions for SCHD that do not appear in our book for RONB (99.8% of the fund), and 17 for RONB that do not appear in SCHD (88.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in RONB | Weight in SCHD | Difference |
|---|---|---|---|
| MTNVail Resorts Inc. | 0.72% | 0.12% | 0.60% |
You are not choosing between two funds in isolation.
Whichever of RONB and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, RONB or SCHD?
RONB has an expense ratio of 1.00% while SCHD charges 0.06%. SCHD is the cheaper option, by $94 a year on a $10,000 investment.
Which pays a higher dividend, RONB or SCHD?
RONB yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than RONB?
SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 77.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.