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AGNG vs. IBBQ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AGNG vs. IBBQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Aging Population ETF (AGNG) and Invesco Nasdaq Biotechnology ETF (IBBQ). The values are adjusted to include any dividend payments, if applicable.

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AGNG vs. IBBQ - Yearly Performance Comparison


2026 (YTD)20252024202320222021
AGNG
Global X Aging Population ETF
0.54%20.01%7.03%9.65%-8.61%-4.92%
IBBQ
Invesco Nasdaq Biotechnology ETF
3.00%33.32%-0.63%4.73%-10.41%-6.72%

Returns By Period

In the year-to-date period, AGNG achieves a 0.54% return, which is significantly lower than IBBQ's 3.00% return.


AGNG

1D
1.38%
1M
-4.88%
YTD
0.54%
6M
6.00%
1Y
17.12%
3Y*
11.46%
5Y*
6.16%
10Y*

IBBQ

1D
0.76%
1M
-2.17%
YTD
3.00%
6M
17.61%
1Y
43.26%
3Y*
13.27%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AGNG vs. IBBQ - Expense Ratio Comparison

AGNG has a 0.50% expense ratio, which is higher than IBBQ's 0.00% expense ratio.


Return for Risk

AGNG vs. IBBQ — Risk / Return Rank

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

AGNG
AGNG Risk / Return Rank: 5656
Overall Rank
AGNG Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
AGNG Sortino Ratio Rank: 5858
Sortino Ratio Rank
AGNG Omega Ratio Rank: 5252
Omega Ratio Rank
AGNG Calmar Ratio Rank: 6060
Calmar Ratio Rank
AGNG Martin Ratio Rank: 5454
Martin Ratio Rank

IBBQ
IBBQ Risk / Return Rank: 8888
Overall Rank
IBBQ Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
IBBQ Sortino Ratio Rank: 8888
Sortino Ratio Rank
IBBQ Omega Ratio Rank: 8181
Omega Ratio Rank
IBBQ Calmar Ratio Rank: 9393
Calmar Ratio Rank
IBBQ Martin Ratio Rank: 9292
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. IBBQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Aging Population ETF (AGNG) and Invesco Nasdaq Biotechnology ETF (IBBQ). 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.


AGNGIBBQDifference

Sharpe ratio

Return per unit of total volatility

1.08

1.88

-0.80

Sortino ratio

Return per unit of downside risk

1.57

2.51

-0.95

Omega ratio

Gain probability vs. loss probability

1.20

1.32

-0.12

Calmar ratio

Return relative to maximum drawdown

1.61

3.57

-1.96

Martin ratio

Return relative to average drawdown

5.49

13.25

-7.76

AGNG vs. IBBQ - Sharpe Ratio Comparison

The current AGNG Sharpe Ratio is 1.08, which is lower than the IBBQ Sharpe Ratio of 1.88. The chart below compares the historical Sharpe Ratios of AGNG and IBBQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AGNGIBBQDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.08

1.88

-0.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.17

+0.40

Correlation

The correlation between AGNG and IBBQ is 0.75, 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.


Dividends

AGNG vs. IBBQ - Dividend Comparison

AGNG's dividend yield for the trailing twelve months is around 0.87%, more than IBBQ's 0.86% yield.


TTM2025202420232022202120202019201820172016
AGNG
Global X Aging Population ETF
0.87%0.88%0.83%0.96%0.49%0.72%0.36%0.83%1.00%1.04%0.45%
IBBQ
Invesco Nasdaq Biotechnology ETF
0.86%0.90%1.14%0.81%0.76%0.63%0.00%0.00%0.00%0.00%0.00%

Drawdowns

AGNG vs. IBBQ - Drawdown Comparison

The maximum AGNG drawdown since its inception was -30.58%, smaller than the maximum IBBQ drawdown of -37.94%. Use the drawdown chart below to compare losses from any high point for AGNG and IBBQ.


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Drawdown Indicators


AGNGIBBQDifference

Max Drawdown

Largest peak-to-trough decline

-30.58%

-37.94%

+7.36%

Max Drawdown (1Y)

Largest decline over 1 year

-10.16%

-10.97%

+0.81%

Max Drawdown (5Y)

Largest decline over 5 years

-25.66%

Current Drawdown

Current decline from peak

-6.11%

-2.96%

-3.15%

Average Drawdown

Average peak-to-trough decline

-5.92%

-17.31%

+11.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.98%

2.96%

+0.02%

Volatility

AGNG vs. IBBQ - Volatility Comparison

The current volatility for Global X Aging Population ETF (AGNG) is 5.49%, while Invesco Nasdaq Biotechnology ETF (IBBQ) has a volatility of 8.26%. This indicates that AGNG experiences smaller price fluctuations and is considered to be less risky than IBBQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AGNGIBBQDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.49%

8.26%

-2.77%

Volatility (6M)

Calculated over the trailing 6-month period

9.55%

14.22%

-4.67%

Volatility (1Y)

Calculated over the trailing 1-year period

15.99%

23.37%

-7.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.10%

21.88%

-6.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.17%

21.88%

-4.71%