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FBGX vs. BSGLX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FBGX vs. BSGLX - Performance Comparison

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

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Returns By Period


FBGX

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*

BSGLX

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FBGX vs. BSGLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
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%

Correlation

The correlation between FBGX and BSGLX is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (3Y)
Calculated over the trailing 3-year period

0.41

Correlation (5Y)
Calculated over the trailing 5-year period

0.63

Correlation (All Time)
Calculated using the full available price history since Apr 28, 2017

0.72

The correlation between FBGX and BSGLX 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

FBGX vs. BSGLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS AG FI Enhanced Large Cap Growth ETN (FBGX) and Baillie Gifford Long Term Global Growth Fund Class I (BSGLX). 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.

FBGX vs. BSGLX - Sharpe Ratio Comparison


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Drawdowns

FBGX vs. BSGLX - Drawdown Comparison


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Volatility

FBGX vs. BSGLX - Volatility Comparison


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FBGX vs. BSGLX - Expense Ratio Comparison

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


Dividends

FBGX vs. BSGLX - Dividend Comparison

Neither FBGX nor BSGLX has paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
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


FBGX and BSGLX 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.

Portfolio Optimizer

Find the right allocation for FBGX and BSGLX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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