AGES.L vs. AGNG
Compare and contrast key facts about iShares Ageing Population UCITS ETF (AGES.L) and Global X Aging Population ETF (AGNG).
AGES.L and AGNG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AGES.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 8, 2016. AGNG is a passively managed fund by Global X that tracks the performance of the Indxx Aging Population Thematic Index. It was launched on May 9, 2016. Both AGES.L and AGNG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGES.L or AGNG.
Key characteristics
| AGES.L | AGNG | |
|---|---|---|
| YTD Return | 13.65% | 12.13% |
| 1Y Return | 25.05% | 25.27% |
| 3Y Return (Ann) | 2.60% | 2.99% |
| 5Y Return (Ann) | 6.17% | 7.71% |
| Sharpe Ratio | 2.13 | 2.22 |
| Sortino Ratio | 3.00 | 3.07 |
| Omega Ratio | 1.38 | 1.39 |
| Calmar Ratio | 1.72 | 1.56 |
| Martin Ratio | 13.00 | 12.41 |
| Ulcer Index | 1.79% | 2.10% |
| Daily Std Dev | 10.98% | 11.76% |
| Max Drawdown | -31.02% | -30.58% |
| Current Drawdown | -0.64% | -4.19% |
Correlation
The correlation between AGES.L and AGNG is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AGES.L vs. AGNG - Performance Comparison
In the year-to-date period, AGES.L achieves a 13.65% return, which is significantly higher than AGNG's 12.13% 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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AGES.L vs. AGNG - Expense Ratio Comparison
AGES.L has a 0.40% expense ratio, which is lower than AGNG's 0.50% expense ratio.
Risk-Adjusted Performance
AGES.L vs. AGNG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (AGES.L) and Global X Aging Population ETF (AGNG). 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
AGES.L vs. AGNG - Dividend Comparison
AGES.L has not paid dividends to shareholders, while AGNG's dividend yield for the trailing twelve months is around 0.71%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
AGES.L iShares Ageing Population UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGNG Global X Aging Population ETF | 0.71% | 0.96% | 0.49% | 0.72% | 0.36% | 0.84% | 1.00% | 1.03% | 1.05% |
Drawdowns
AGES.L vs. AGNG - Drawdown Comparison
The maximum AGES.L drawdown since its inception was -31.02%, roughly equal to the maximum AGNG drawdown of -30.58%. Use the drawdown chart below to compare losses from any high point for AGES.L and AGNG. For additional features, visit the drawdowns tool.
Volatility
AGES.L vs. AGNG - Volatility Comparison
iShares Ageing Population UCITS ETF (AGES.L) and Global X Aging Population ETF (AGNG) have volatilities of 3.63% and 3.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.