FBGX vs. FSELX
Compare and contrast key facts about UBS AG FI Enhanced Large Cap Growth ETN (FBGX) and Fidelity Select Semiconductors Portfolio (FSELX).
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. FSELX is managed by Fidelity. It was launched on Jul 29, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGX or FSELX.
Key characteristics
| FBGX | FSELX | |
|---|---|---|
| YTD Return | 11.97% | 22.06% |
| 1Y Return | 64.06% | 70.27% |
| 3Y Return (Ann) | 7.23% | 27.29% |
| 5Y Return (Ann) | 23.27% | 31.16% |
| Sharpe Ratio | 2.12 | 2.16 |
| Daily Std Dev | 29.37% | 31.75% |
| Max Drawdown | -59.88% | -81.70% |
| Current Drawdown | -12.29% | -8.02% |
Correlation
The correlation between FBGX and FSELX is 0.77, 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
FBGX vs. FSELX - Performance Comparison
In the year-to-date period, FBGX achieves a 11.97% return, which is significantly lower than FSELX's 22.06% return. 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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FBGX vs. FSELX - Expense Ratio Comparison
FBGX has a 1.29% expense ratio, which is higher than FSELX's 0.68% expense ratio.
Risk-Adjusted Performance
FBGX vs. FSELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS AG FI Enhanced Large Cap Growth ETN (FBGX) and Fidelity Select Semiconductors Portfolio (FSELX). 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
FBGX vs. FSELX - Dividend Comparison
FBGX has not paid dividends to shareholders, while FSELX's dividend yield for the trailing twelve months is around 5.75%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% |
FSELX Fidelity Select Semiconductors Portfolio | 5.75% | 7.20% | 6.69% | 6.99% | 8.13% | 3.36% | 26.80% | 14.65% | 3.82% | 16.31% | 3.48% | 0.61% |
Drawdowns
FBGX vs. FSELX - Drawdown Comparison
The maximum FBGX drawdown since its inception was -59.88%, smaller than the maximum FSELX drawdown of -81.70%. Use the drawdown chart below to compare losses from any high point for FBGX and FSELX. For additional features, visit the drawdowns tool.
Volatility
FBGX vs. FSELX - Volatility Comparison
The current volatility for UBS AG FI Enhanced Large Cap Growth ETN (FBGX) is 10.51%, while Fidelity Select Semiconductors Portfolio (FSELX) has a volatility of 11.55%. This indicates that FBGX experiences smaller price fluctuations and is considered to be less risky than FSELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.