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BSGLX vs. FBGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BSGLX and FBGX is 0.76, 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.

BSGLX vs. FBGX

Last updated Jun 3, 2025

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.

Performance

BSGLX vs. FBGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and UBS AG FI Enhanced Large Cap Growth ETN (FBGX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

BSGLX

YTD

9.54%

1M

9.17%

6M

10.27%

1Y

24.07%

3Y*

19.29%

5Y*

10.11%

10Y*

N/A

FBGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Baillie Gifford Long Term Global Growth Fund Class I

UBS AG FI Enhanced Large Cap Growth ETN

BSGLX vs. FBGX - Expense Ratio Comparison

BSGLX has a 0.80% expense ratio, which is lower than FBGX's 1.29% expense ratio.

FBGX
UBS AG FI Enhanced Large Cap Growth ETN
BSGLX
Baillie Gifford Long Term Global Growth Fund Class I
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

BSGLX vs. FBGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BSGLX
The Risk-Adjusted Performance Rank of BSGLX is 6161
Overall Rank
The Sharpe Ratio Rank of BSGLX is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of BSGLX is 6666
Sortino Ratio Rank
The Omega Ratio Rank of BSGLX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of BSGLX is 5555
Calmar Ratio Rank
The Martin Ratio Rank of BSGLX is 5656
Martin Ratio Rank
FBGX
The Risk-Adjusted Performance Rank of FBGX is 8181
Overall Rank
The Sharpe Ratio Rank of FBGX is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of FBGX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of FBGX is 8383
Omega Ratio Rank
The Calmar Ratio Rank of FBGX is 7070
Calmar Ratio Rank
The Martin Ratio Rank of FBGX is 8080
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

BSGLX vs. FBGX - Dividend Comparison

Neither BSGLX nor FBGX has paid dividends to shareholders.

TTM2024202320222021202020192018
BSGLX
Baillie Gifford Long Term Global Growth Fund Class I		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%

Drawdowns

BSGLX vs. FBGX - Drawdown Comparison

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

BSGLX vs. FBGX - Volatility Comparison

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