RONB vs VYM

RONB vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 613 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricRONBVYMWinner
Expense Ratio1.00%0.04%
AUM-$81.6B
Dividend Yield0.00%2.24%
Holdings25613
YTD Return-4.00%+14.18%
1Y Return-+20.67%
3Y Return (annualized)-+18.47%
5Y Return (annualized)-+12.01%
Volatility (annualized)-14.5%
Max Drawdown-19.4%-58.8%
Fund FamilyBaron FundsVanguard (US)
CategoryEquityEquity
InceptionDec 12, 2025Nov 10, 2006

RONB vs VYM Performance

Baron First Principles ETF (RONB) is a ETF from Baron Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, RONB is down 4.00% versus a gain of 14.18% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -19.4% for RONB and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

RONB charges 1.00% per year while VYM charges 0.04%. On a $10,000 position that is $100 vs $4 annually, a gap of $96 per year that compounds over a long holding period. On income, RONB currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

0.1%overlap

RONB and VYM share 3 holdings out of 621 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RONBWeight in VYMDifference
RRR2.87%0.01%2.86%
FDS2.76%0.03%2.73%
MTN1.00%0.02%0.98%

Frequently Asked Questions

Which is cheaper, RONB or VYM?

RONB has an expense ratio of 1.00% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $96 per year of difference.

What is the holdings overlap between RONB and VYM?

RONB and VYM share 3 common holdings with a 0.1% weight overlap. Combined, they hold 621 unique securities.

Which pays a higher dividend, RONB or VYM?

RONB yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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