FBGX vs. MSEQX
Compare and contrast key facts about UBS AG FI Enhanced Large Cap Growth ETN (FBGX) and Morgan Stanley Growth Portfolio Class I (MSEQX).
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. MSEQX is managed by Morgan Stanley. It was launched on Apr 2, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBGX or MSEQX.
Correlation
The correlation between FBGX and MSEQX is 0.74, 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. MSEQX - Performance Comparison
Key characteristics
Returns By Period
FBGX
N/A
N/A
N/A
N/A
N/A
N/A
MSEQX
6.48%
2.51%
51.46%
67.34%
3.86%
4.63%
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FBGX vs. MSEQX - Expense Ratio Comparison
FBGX has a 1.29% expense ratio, which is higher than MSEQX's 0.56% expense ratio.
Risk-Adjusted Performance
FBGX vs. MSEQX — Risk-Adjusted Performance Rank
FBGX
MSEQX
FBGX vs. MSEQX - 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 Morgan Stanley Growth Portfolio Class I (MSEQX). 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. MSEQX - Dividend Comparison
FBGX has not paid dividends to shareholders, while MSEQX's dividend yield for the trailing twelve months is around 0.52%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
MSEQX Morgan Stanley Growth Portfolio Class I | 0.52% | 0.55% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% |
Drawdowns
FBGX vs. MSEQX - Drawdown Comparison
Volatility
FBGX vs. MSEQX - Volatility Comparison
The current volatility for UBS AG FI Enhanced Large Cap Growth ETN (FBGX) is 0.00%, while Morgan Stanley Growth Portfolio Class I (MSEQX) has a volatility of 9.77%. This indicates that FBGX experiences smaller price fluctuations and is considered to be less risky than MSEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.