AGES.L vs. SGLN.L
AGES.L (iShares Ageing Population UCITS ETF) and SGLN.L (iShares Physical Gold ETC) are both exchange-traded funds - AGES.L is a Global Equities fund tracking the MSCI ACWI NR USD, while SGLN.L is a Gold fund tracking the LBMA Gold Price. Both are passively managed. Over the past 5 years, AGES.L returned 4.88%/yr vs 19.95%/yr for SGLN.L. At a 0.05 correlation, their price movements are largely independent. AGES.L charges 0.40%/yr vs 0.12%/yr for SGLN.L.
Performance
AGES.L vs. SGLN.L - Performance Comparison
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Returns By Period
In the year-to-date period, AGES.L achieves a 0.19% return, which is significantly lower than SGLN.L's 3.17% return.
AGES.L
- 1D
- -0.94%
- 1M
- -0.00%
- YTD
- 0.19%
- 6M
- 1.82%
- 1Y
- 17.26%
- 3Y*
- 10.51%
- 5Y*
- 4.88%
- 10Y*
- —
SGLN.L
- 1D
- -1.14%
- 1M
- -2.89%
- YTD
- 3.17%
- 6M
- 4.34%
- 1Y
- 33.24%
- 3Y*
- 27.91%
- 5Y*
- 19.95%
- 10Y*
- 14.29%
AGES.L vs. SGLN.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGES.L iShares Ageing Population UCITS ETF | 0.19% | 18.29% | 9.75% | 2.81% | -3.90% | 5.94% | 9.34% | 15.79% | -8.27% | 11.22% |
SGLN.L iShares Physical Gold ETC | 3.17% | 53.66% | 28.20% | 7.24% | 11.84% | -2.57% | 19.62% | 14.63% | 4.36% | 1.68% |
Correlation
The correlation between AGES.L and SGLN.L is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2016 | 0.05 |
The correlation between AGES.L and SGLN.L shifts across timeframes, from 0.04 (5 years) to 0.15 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
AGES.L vs. SGLN.L — Risk / Return Rank
AGES.L
SGLN.L
AGES.L vs. SGLN.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (AGES.L) and iShares Physical Gold ETC (SGLN.L). 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.
| AGES.L | SGLN.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.26 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.28 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 1.88 | +0.64 |
| Martin ratioReturn relative to average drawdown | 8.64 | 5.03 | +3.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AGES.L | SGLN.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.43 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 1.22 | -0.88 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.55 | -0.09 |
Drawdowns
AGES.L vs. SGLN.L - Drawdown Comparison
The maximum AGES.L drawdown since its inception was -31.02%, smaller than the maximum SGLN.L drawdown of -41.71%. Use the drawdown chart below to compare losses from any high point for AGES.L and SGLN.L.
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Drawdown Indicators
| AGES.L | SGLN.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.02% | -41.71% | +10.69% |
Max Drawdown (1Y)Largest decline over 1 year | -6.81% | -17.57% | +10.76% |
Max Drawdown (3Y)Largest decline over 3 years | -17.04% | -17.57% | +0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -19.15% | -17.57% | -1.58% |
Max Drawdown (10Y)Largest decline over 10 years | — | -21.91% | — |
Current DrawdownCurrent decline from peak | -2.97% | -16.59% | +13.62% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -14.76% | +9.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 6.60% | -4.61% |
Volatility
AGES.L vs. SGLN.L - Volatility Comparison
The current volatility for iShares Ageing Population UCITS ETF (AGES.L) is 2.73%, while iShares Physical Gold ETC (SGLN.L) has a volatility of 5.08%. This indicates that AGES.L experiences smaller price fluctuations and is considered to be less risky than SGLN.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGES.L | SGLN.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.73% | 5.08% | -2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 8.92% | 20.07% | -11.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.53% | 23.19% | -11.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.11% | 16.29% | -2.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.49% | 15.78% | -0.29% |
AGES.L vs. SGLN.L - Expense Ratio Comparison
AGES.L has a 0.40% expense ratio, which is higher than SGLN.L's 0.12% expense ratio.
Dividends
AGES.L vs. SGLN.L - Dividend Comparison
Neither AGES.L nor SGLN.L has paid dividends to shareholders.
Frequently Asked Questions
AGES.L and SGLN.L have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SGLN.L is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SGLN.L is cheaper with a 0.12% expense ratio, compared with 0.40% for AGES.L.
AGES.L is categorized as Global Equities, while SGLN.L is Gold. AGES.L tracks MSCI ACWI NR USD, while SGLN.L tracks LBMA Gold Price. Their fees differ too: 0.40% for AGES.L and 0.12% for SGLN.L.
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