BSGLX vs. FBGX
BSGLX (Baillie Gifford Long Term Global Growth Fund Class I) and FBGX (UBS AG FI Enhanced Large Cap Growth ETN) are both funds - BSGLX is a Large Cap Growth Equities fund managed by Baillie Gifford, while FBGX is a Leveraged Equities fund tracking the Russell 1000 Growth Index (200%). Their 0.72 correlation means they have sometimes moved together and sometimes differently. BSGLX charges 0.80%/yr vs 1.29%/yr for FBGX.
Performance
BSGLX vs. FBGX - Performance Comparison
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Returns By Period
BSGLX
- 1D
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- 1M
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- 6M
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- YTD
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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- ALL TIME*
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FBGX
- 1D
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- 1M
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- 6M
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- YTD
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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- ALL TIME*
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BSGLX vs. FBGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | -11.43% | 16.26% | 24.92% | 36.43% | -46.11% | 2.37% | 101.90% | 33.40% | -1.42% | 24.21% |
FBGX UBS AG FI Enhanced Large Cap Growth ETN | 0.00% | 0.00% | 35.73% | 83.74% | -56.41% | 57.04% | 65.79% | 75.84% | -16.58% | 33.96% |
Correlation
The correlation between BSGLX and FBGX 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 (3Y) Balances recent behavior with more history. | 0.41 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.63 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2017 | 0.72 |
The correlation between BSGLX and FBGX shifts across timeframes, from 0.41 (3 years) to 0.72 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BSGLX vs. FBGX - Risk-Adjusted Trends 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.
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
BSGLX vs. FBGX - Drawdown Comparison
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Volatility
BSGLX vs. FBGX - Volatility Comparison
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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.
Dividends
BSGLX vs. FBGX - Dividend Comparison
Neither BSGLX nor FBGX has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 3.85% | 5.17% | 8.40% | 0.15% | 10.07% |
FBGX UBS AG FI Enhanced Large Cap Growth ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BSGLX and FBGX 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.
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