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

MSEQX vs. FBGX

Last updated May 16, 2025

Compare and contrast key facts about Morgan Stanley Growth Portfolio Class I (MSEQX) and UBS AG FI Enhanced Large Cap Growth ETN (FBGX).

MSEQX is managed by Morgan Stanley. It was launched on Apr 2, 1991. 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: MSEQX or FBGX.

Correlation

The correlation between MSEQX and FBGX is 0.71, 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

MSEQX vs. FBGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Morgan Stanley Growth Portfolio Class I (MSEQX) 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

MSEQX

YTD

8.19%

1M

22.43%

6M

16.09%

1Y

58.99%

5Y*

9.33%

10Y*

14.68%

FBGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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MSEQX vs. FBGX - Expense Ratio Comparison

MSEQX has a 0.56% expense ratio, which is lower than FBGX's 1.29% expense ratio.

FBGX
UBS AG FI Enhanced Large Cap Growth ETN
MSEQX
Morgan Stanley Growth Portfolio Class I

Risk-Adjusted Performance

MSEQX vs. FBGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MSEQX
The Risk-Adjusted Performance Rank of MSEQX is 8989
Overall Rank
The Sharpe Ratio Rank of MSEQX is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of MSEQX is 9090
Sortino Ratio Rank
The Omega Ratio Rank of MSEQX is 8989
Omega Ratio Rank
The Calmar Ratio Rank of MSEQX is 8787
Calmar Ratio Rank
The Martin Ratio Rank of MSEQX is 8989
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.

MSEQX vs. FBGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Growth Portfolio Class I (MSEQX) 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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Dividends

MSEQX vs. FBGX - Dividend Comparison

MSEQX's dividend yield for the trailing twelve months is around 0.51%, while FBGX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
MSEQX
Morgan Stanley Growth Portfolio Class I		0.51%0.55%0.05%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.01%
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%

Drawdowns

MSEQX vs. FBGX - Drawdown Comparison

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Volatility

MSEQX vs. FBGX - Volatility Comparison

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