PortfoliosLab logoPortfoliosLab logo
AGNG vs. IXJ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AGNG vs. IXJ - Performance Comparison

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

Loading graphics...

AGNG vs. IXJ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AGNG
Global X Aging Population ETF
0.54%20.01%7.03%9.65%-8.61%3.91%18.96%25.24%-1.45%28.17%
IXJ
iShares Global Healthcare ETF
-2.96%14.99%0.55%3.62%-4.94%19.60%12.74%23.23%2.83%20.44%

Returns By Period

In the year-to-date period, AGNG achieves a 0.54% return, which is significantly higher than IXJ's -2.96% return.


AGNG

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

IXJ

1D
1.05%
1M
-5.74%
YTD
-2.96%
6M
3.71%
1Y
6.94%
3Y*
5.79%
5Y*
5.55%
10Y*
8.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AGNG vs. IXJ - Expense Ratio Comparison

AGNG has a 0.50% expense ratio, which is higher than IXJ's 0.46% expense ratio.


Return for Risk

AGNG vs. IXJ — 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

IXJ
IXJ Risk / Return Rank: 2222
Overall Rank
IXJ Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
IXJ Sortino Ratio Rank: 2323
Sortino Ratio Rank
IXJ Omega Ratio Rank: 2121
Omega Ratio Rank
IXJ Calmar Ratio Rank: 2323
Calmar Ratio Rank
IXJ Martin Ratio Rank: 2121
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. IXJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Aging Population ETF (AGNG) and iShares Global Healthcare ETF (IXJ). 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.


AGNGIXJDifference

Sharpe ratio

Return per unit of total volatility

1.08

0.40

+0.67

Sortino ratio

Return per unit of downside risk

1.57

0.68

+0.89

Omega ratio

Gain probability vs. loss probability

1.20

1.09

+0.12

Calmar ratio

Return relative to maximum drawdown

1.61

0.50

+1.11

Martin ratio

Return relative to average drawdown

5.49

1.37

+4.12

AGNG vs. IXJ - Sharpe Ratio Comparison

The current AGNG Sharpe Ratio is 1.08, which is higher than the IXJ Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of AGNG and IXJ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


AGNGIXJDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.08

0.40

+0.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.41

0.40

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.43

+0.15

Correlation

The correlation between AGNG and IXJ is 0.76, 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. IXJ - Dividend Comparison

AGNG's dividend yield for the trailing twelve months is around 0.87%, less than IXJ's 1.44% yield.


TTM20252024202320222021202020192018201720162015
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%0.00%
IXJ
iShares Global Healthcare ETF
1.44%1.40%1.50%1.38%1.17%1.12%1.27%1.42%2.11%1.46%1.73%2.85%

Drawdowns

AGNG vs. IXJ - Drawdown Comparison

The maximum AGNG drawdown since its inception was -30.58%, smaller than the maximum IXJ drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for AGNG and IXJ.


Loading graphics...

Drawdown Indicators


AGNGIXJDifference

Max Drawdown

Largest peak-to-trough decline

-30.58%

-40.60%

+10.02%

Max Drawdown (1Y)

Largest decline over 1 year

-10.16%

-10.35%

+0.19%

Max Drawdown (5Y)

Largest decline over 5 years

-25.66%

-18.14%

-7.52%

Max Drawdown (10Y)

Largest decline over 10 years

-27.35%

Current Drawdown

Current decline from peak

-6.11%

-7.07%

+0.96%

Average Drawdown

Average peak-to-trough decline

-5.92%

-6.92%

+1.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.98%

3.78%

-0.80%

Volatility

AGNG vs. IXJ - Volatility Comparison

Global X Aging Population ETF (AGNG) has a higher volatility of 5.49% compared to iShares Global Healthcare ETF (IXJ) at 5.11%. This indicates that AGNG's price experiences larger fluctuations and is considered to be riskier than IXJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


AGNGIXJDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.49%

5.11%

+0.38%

Volatility (6M)

Calculated over the trailing 6-month period

9.55%

10.23%

-0.68%

Volatility (1Y)

Calculated over the trailing 1-year period

15.99%

17.33%

-1.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.10%

14.08%

+1.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.17%

15.66%

+1.51%