BSGLX vs. FBGX
Compare and contrast key facts about Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and UBS AG FI Enhanced Large Cap Growth ETN (FBGX).
BSGLX is managed by Baillie Gifford Funds. FBGX is a passively managed fund by UBS that tracks the performance of the Russell 1000 Growth Index (200%). It was launched on Jun 11, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSGLX or FBGX.
Key characteristics
| BSGLX | FBGX |
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Correlation
The correlation between BSGLX and FBGX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BSGLX vs. FBGX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BSGLX vs. FBGX - Expense Ratio Comparison
BSGLX has a 0.80% expense ratio, which is lower than FBGX's 1.29% expense ratio.
Risk-Adjusted Performance
BSGLX vs. FBGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and UBS AG FI Enhanced Large Cap Growth ETN (FBGX). 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.
Dividends
BSGLX vs. FBGX - Dividend Comparison
Neither BSGLX nor FBGX has paid dividends to shareholders.
Drawdowns
BSGLX vs. FBGX - Drawdown Comparison
Volatility
BSGLX vs. FBGX - Volatility Comparison
Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) has a higher volatility of 5.29% compared to UBS AG FI Enhanced Large Cap Growth ETN (FBGX) at 0.00%. This indicates that BSGLX's price experiences larger fluctuations and is considered to be riskier than FBGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.