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AGNG vs. PBPH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AGNG vs. PBPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Aging Population ETF (AGNG) and Portfolio Building Block World Pharma and Biotech Index ETF (PBPH). 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 lower than PBPH's -1.13% 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%

PBPH

1D
0.58%
1M
0.07%
YTD
-1.13%
6M
-0.02%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGNG vs. PBPH - Yearly Performance Comparison


Correlation

The correlation between AGNG and PBPH is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 26, 2025

0.84

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Return for Risk

AGNG vs. PBPH — 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

PBPH
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. PBPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Aging Population ETF (AGNG) and Portfolio Building Block World Pharma and Biotech Index ETF (PBPH). 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.


AGNGPBPHDifference

Sharpe ratio

Return per unit of total volatility

0.72

Sortino ratio

Return per unit of downside risk

1.12

Omega ratio

Gain probability vs. loss probability

1.13

Calmar ratio

Return relative to maximum drawdown

0.86

Martin ratio

Return relative to average drawdown

2.34

AGNG vs. PBPH - Sharpe Ratio Comparison


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Sharpe Ratios by Period


AGNGPBPHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.72

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.26

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

-0.04

+0.58

Drawdowns

AGNG vs. PBPH - Drawdown Comparison

The maximum AGNG drawdown since its inception was -30.58%, which is greater than PBPH's maximum drawdown of -11.10%. Use the drawdown chart below to compare losses from any high point for AGNG and PBPH.


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Drawdown Indicators


AGNGPBPHDifference

Max Drawdown

Largest peak-to-trough decline

-30.58%

-11.10%

-19.48%

Max Drawdown (1Y)

Largest decline over 1 year

-11.45%

Max Drawdown (3Y)

Largest decline over 3 years

-14.48%

Max Drawdown (5Y)

Largest decline over 5 years

-25.66%

Max Drawdown (10Y)

Largest decline over 10 years

-30.58%

Current Drawdown

Current decline from peak

-11.09%

-8.69%

-2.40%

Average Drawdown

Average peak-to-trough decline

-5.95%

-4.23%

-1.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.20%

Volatility

AGNG vs. PBPH - Volatility Comparison


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Volatility by Period


AGNGPBPHDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.87%

Volatility (6M)

Calculated over the trailing 6-month period

10.00%

Volatility (1Y)

Calculated over the trailing 1-year period

13.62%

16.78%

-3.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.22%

16.78%

-1.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.13%

16.78%

+0.35%

AGNG vs. PBPH - Expense Ratio Comparison

AGNG has a 0.50% expense ratio, which is higher than PBPH's 0.13% expense ratio.


Dividends

AGNG vs. PBPH - Dividend Comparison

AGNG's dividend yield for the trailing twelve months is around 0.92%, more than PBPH's 0.09% 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%
PBPH
Portfolio Building Block World Pharma and Biotech Index ETF
0.09%0.09%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


AGNG and PBPH have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, PBPH is cheaper at 0.13% per year. The better choice depends on whether you care most about return, fees, risk, or income.

PBPH is cheaper with a 0.13% expense ratio, compared with 0.50% for AGNG.

AGNG has the higher dividend yield at 0.92%, compared with 0.09% for PBPH.

AGNG tracks Indxx Aging Population Thematic Index, while PBPH tracks BITA Global Pharma and Biotech Select Index. They also come from different issuers: Global X and Portfolio Building Block. Their fees differ too: 0.50% for AGNG and 0.13% for PBPH.

Portfolio Optimizer

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