AGNG vs. BBC
AGNG (Global X Aging Population ETF) and BBC (Virtus LifeSci Biotech Clinical Trials ETF) are both Health & Biotech Equities funds - AGNG tracks the Indxx Aging Population Thematic Index while BBC tracks the LifeSci Biotechnology Clinical Trials Index. Both are passively managed. Over the past 10 years, AGNG returned 8.76%/yr vs 7.64%/yr for BBC. A 0.54 correlation means they provide meaningful diversification when combined. AGNG charges 0.50%/yr vs 0.79%/yr for BBC.
Performance
AGNG vs. BBC - Performance Comparison
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Returns By Period
In the year-to-date period, AGNG achieves a -4.79% return, which is significantly lower than BBC's 8.64% return. Over the past 10 years, AGNG has outperformed BBC with an annualized return of 8.76%, while BBC has yielded a comparatively lower 7.64% annualized return.
AGNG
- 1D
- 0.41%
- 1M
- -2.10%
- YTD
- -4.79%
- 6M
- -5.36%
- 1Y
- 9.81%
- 3Y*
- 8.25%
- 5Y*
- 3.96%
- 10Y*
- 8.76%
BBC
- 1D
- 0.43%
- 1M
- -6.52%
- YTD
- 8.64%
- 6M
- 14.08%
- 1Y
- 116.78%
- 3Y*
- 19.99%
- 5Y*
- -1.96%
- 10Y*
- 7.64%
AGNG vs. BBC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGNG Global X Aging Population ETF | -4.79% | 20.01% | 7.03% | 9.65% | -8.61% | 3.91% | 18.96% | 25.24% | -1.45% | 28.17% |
BBC Virtus LifeSci Biotech Clinical Trials ETF | 8.64% | 63.77% | -1.11% | -1.80% | -35.13% | -22.31% | 30.32% | 63.81% | -18.29% | 57.85% |
Correlation
The correlation between AGNG and BBC is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.54 |
Correlation (All Time) Calculated using the full available price history since May 11, 2016 | 0.54 |
The correlation between AGNG and BBC has been stable across timeframes, ranging from 0.49 to 0.59 - a consistent structural relationship.
AGNG vs. BBC - Sectors Allocation Comparison
Sectors
AGNG
BBC
Healthcare
Real Estate
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Basic Materials
-
-
Communication Services
-
-
Consumer Cyclical
-
-
Consumer Defensive
-
-
Energy
-
-
Financial Services
-
-
Industrials
-
-
Technology
-
-
Utilities
-
-
Healthcare
AGNG
BBC
Real Estate
AGNG
BBC
-
Basic Materials
AGNG
-
BBC
-
Communication Services
AGNG
-
BBC
-
Consumer Cyclical
AGNG
-
BBC
-
Consumer Defensive
AGNG
-
BBC
-
Energy
AGNG
-
BBC
-
Financial Services
AGNG
-
BBC
-
Industrials
AGNG
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BBC
-
Technology
AGNG
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BBC
-
Utilities
AGNG
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BBC
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Return for Risk
AGNG vs. BBC — Risk / Return Rank
AGNG
BBC
AGNG vs. BBC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Aging Population ETF (AGNG) and Virtus LifeSci Biotech Clinical Trials ETF (BBC). 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.
| AGNG | BBC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.60 | ||
| Sortino ratioReturn per unit of downside risk | -2.85 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.46 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | 0.86 | 7.78 | -6.92 |
| Martin ratioReturn relative to average drawdown | 2.34 | 24.80 | -22.45 |
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
| AGNG | BBC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 3.32 | -2.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | -0.05 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.20 | +0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.12 | +0.41 |
Drawdowns
AGNG vs. BBC - Drawdown Comparison
The maximum AGNG drawdown since its inception was -30.58%, smaller than the maximum BBC drawdown of -76.85%. Use the drawdown chart below to compare losses from any high point for AGNG and BBC.
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Drawdown Indicators
| AGNG | BBC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.58% | -76.85% | +46.27% |
Max Drawdown (1Y)Largest decline over 1 year | -11.45% | -15.10% | +3.65% |
Max Drawdown (3Y)Largest decline over 3 years | -14.48% | -54.45% | +39.97% |
Max Drawdown (5Y)Largest decline over 5 years | -25.66% | -72.44% | +46.78% |
Max Drawdown (10Y)Largest decline over 10 years | -30.58% | -76.85% | +46.27% |
Current DrawdownCurrent decline from peak | -11.09% | -30.27% | +19.18% |
Average DrawdownAverage peak-to-trough decline | -5.95% | -37.14% | +31.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 4.73% | -0.53% |
Volatility
AGNG vs. BBC - Volatility Comparison
The current volatility for Global X Aging Population ETF (AGNG) is 3.87%, while Virtus LifeSci Biotech Clinical Trials ETF (BBC) has a volatility of 10.93%. This indicates that AGNG experiences smaller price fluctuations and is considered to be less risky than BBC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGNG | BBC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.87% | 10.93% | -7.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.00% | 26.43% | -16.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.62% | 35.50% | -21.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.22% | 39.31% | -24.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.13% | 37.74% | -20.61% |
AGNG vs. BBC - Expense Ratio Comparison
AGNG has a 0.50% expense ratio, which is lower than BBC's 0.79% expense ratio.
Dividends
AGNG vs. BBC - Dividend Comparison
AGNG's dividend yield for the trailing twelve months is around 0.92%, less than BBC's 1.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGNG Global X Aging Population ETF | 0.92% | 0.88% | 0.83% | 0.96% | 0.49% | 0.72% | 0.36% | 0.83% | 1.00% | 1.04% | 0.45% | 0.00% |
BBC Virtus LifeSci Biotech Clinical Trials ETF | 1.56% | 1.70% | 1.00% | 0.34% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.09% | 0.00% | 0.51% |
Frequently Asked Questions
AGNG and BBC have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBC has higher volatility (10.93%) compared to AGNG (3.87%). In terms of maximum drawdown, AGNG dropped -30.58% vs BBC's -76.85%.
On 10-year performance, AGNG leads with 8.76% vs 7.64% for BBC. On fees, AGNG is cheaper at 0.50% per year. On volatility, AGNG has been the lower-risk option at 3.87%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, AGNG has performed better with a 8.76% return vs 7.64%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AGNG is cheaper with a 0.50% expense ratio, compared with 0.79% for BBC.
BBC has the higher dividend yield at 1.56%, compared with 0.92% for AGNG.
AGNG tracks Indxx Aging Population Thematic Index, while BBC tracks LifeSci Biotechnology Clinical Trials Index. They also come from different issuers: Global X and Virtus Investment Partners. Their fees differ too: 0.50% for AGNG and 0.79% for BBC.
BBC currently has the higher Sharpe Ratio (3.32 vs 0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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