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AGNG vs. EDOC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AGNG vs. EDOC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Aging Population ETF (AGNG) and Global X Telemedicine & Digital Health ETF (EDOC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AGNG achieves a -4.79% return, which is significantly higher than EDOC's -15.57% 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%

EDOC

1D
-1.16%
1M
-2.59%
YTD
-15.57%
6M
-20.78%
1Y
-22.08%
3Y*
-10.46%
5Y*
-14.71%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGNG vs. EDOC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
AGNG
Global X Aging Population ETF
-4.79%20.01%7.03%9.65%-8.61%3.91%8.98%
EDOC
Global X Telemedicine & Digital Health ETF
-15.57%-0.62%-2.87%-12.61%-29.99%-14.21%23.87%

Correlation

The correlation between AGNG and EDOC is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.48

Correlation (3Y)
Calculated over the trailing 3-year period

0.55

Correlation (5Y)
Calculated over the trailing 5-year period

0.64

Correlation (All Time)
Calculated using the full available price history since Jul 31, 2020

0.64

The correlation between AGNG and EDOC shifts across timeframes, from 0.48 (1 year) to 0.64 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

AGNG vs. EDOC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AGNG
AGNG Risk / Return Rank: 2020
Overall Rank
AGNG Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
AGNG Sortino Ratio Rank: 2121
Sortino Ratio Rank
AGNG Omega Ratio Rank: 2020
Omega Ratio Rank
AGNG Calmar Ratio Rank: 2020
Calmar Ratio Rank
AGNG Martin Ratio Rank: 2020
Martin Ratio Rank

EDOC
EDOC Risk / Return Rank: 22
Overall Rank
EDOC Sharpe Ratio Rank: 11
Sharpe Ratio Rank
EDOC Sortino Ratio Rank: 22
Sortino Ratio Rank
EDOC Omega Ratio Rank: 22
Omega Ratio Rank
EDOC Calmar Ratio Rank: 33
Calmar Ratio Rank
EDOC Martin Ratio Rank: 11
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AGNG vs. EDOC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Aging Population ETF (AGNG) and Global X Telemedicine & Digital Health ETF (EDOC). 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.


AGNGEDOCDifference
Sharpe ratioReturn per unit of total volatility

+1.74

Sortino ratioReturn per unit of downside risk

+2.53

Omega ratioGain probability vs. loss probability

1.13

0.85

+0.29

Calmar ratioReturn relative to maximum drawdown

0.86

-0.72

+1.58

Martin ratioReturn relative to average drawdown

2.34

-1.46

+3.80

AGNG vs. EDOC - Sharpe Ratio Comparison

The current AGNG Sharpe Ratio is 0.72, which is higher than the EDOC Sharpe Ratio of -1.01. The chart below compares the historical Sharpe Ratios of AGNG and EDOC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


AGNGEDOCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.72

-1.01

+1.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.26

-0.56

+0.82

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

-0.39

+0.93

Drawdowns

AGNG vs. EDOC - Drawdown Comparison

The maximum AGNG drawdown since its inception was -30.58%, smaller than the maximum EDOC drawdown of -65.76%. Use the drawdown chart below to compare losses from any high point for AGNG and EDOC.


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Drawdown Indicators


AGNGEDOCDifference

Max Drawdown

Largest peak-to-trough decline

-30.58%

-65.76%

+35.18%

Max Drawdown (1Y)

Largest decline over 1 year

-11.45%

-30.71%

+19.26%

Max Drawdown (3Y)

Largest decline over 3 years

-14.48%

-35.78%

+21.30%

Max Drawdown (5Y)

Largest decline over 5 years

-25.66%

-60.36%

+34.70%

Max Drawdown (10Y)

Largest decline over 10 years

-30.58%

Current Drawdown

Current decline from peak

-11.09%

-63.55%

+52.46%

Average Drawdown

Average peak-to-trough decline

-5.95%

-43.02%

+37.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.20%

15.13%

-10.93%

Volatility

AGNG vs. EDOC - Volatility Comparison

The current volatility for Global X Aging Population ETF (AGNG) is 3.87%, while Global X Telemedicine & Digital Health ETF (EDOC) has a volatility of 5.21%. This indicates that AGNG experiences smaller price fluctuations and is considered to be less risky than EDOC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AGNGEDOCDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.87%

5.21%

-1.34%

Volatility (6M)

Calculated over the trailing 6-month period

10.00%

15.69%

-5.69%

Volatility (1Y)

Calculated over the trailing 1-year period

13.62%

21.89%

-8.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.22%

26.37%

-11.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.13%

26.18%

-9.05%

AGNG vs. EDOC - Expense Ratio Comparison

AGNG has a 0.50% expense ratio, which is lower than EDOC's 0.68% expense ratio.


Dividends

AGNG vs. EDOC - Dividend Comparison

AGNG's dividend yield for the trailing twelve months is around 0.92%, more than EDOC's 0.39% yield.


PositionTTM2025202420232022202120202019201820172016
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%
EDOC
Global X Telemedicine & Digital Health ETF
0.39%0.33%0.00%0.00%0.00%0.00%0.03%0.00%0.00%0.00%0.00%

Frequently Asked Questions


AGNG and EDOC have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EDOC has higher volatility (5.21%) compared to AGNG (3.87%). In terms of maximum drawdown, AGNG dropped -30.58% vs EDOC's -65.76%.

On 5-year performance, AGNG leads with 3.96% vs -14.71% for EDOC. 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 5-year period, AGNG has performed better with a 3.96% return vs -14.71%. 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 0.68% for EDOC.

AGNG has the higher dividend yield at 0.92%, compared with 0.39% for EDOC.

AGNG tracks Indxx Aging Population Thematic Index, while EDOC tracks Solactive Telemedicine & Digital Health Index- TR Net. Their fees differ too: 0.50% for AGNG and 0.68% for EDOC.

AGNG currently has the higher Sharpe Ratio (0.72 vs -1.01), 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.

Portfolio Optimizer

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