AGNG vs. PBPH
AGNG (Global X Aging Population ETF) and PBPH (Portfolio Building Block World Pharma and Biotech Index ETF) are both Health & Biotech Equities funds - AGNG tracks the Indxx Aging Population Thematic Index while PBPH tracks the BITA Global Pharma and Biotech Select Index. Both are passively managed. Their correlation of 0.84 suggests significant overlap in exposure. AGNG charges 0.50%/yr vs 0.13%/yr for PBPH.
Performance
AGNG vs. PBPH - 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 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*
- —
AGNG vs. PBPH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AGNG Global X Aging Population ETF | -4.79% | -1.86% |
PBPH Portfolio Building Block World Pharma and Biotech Index ETF | -1.13% | 0.76% |
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
AGNG
PBPH
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.
| AGNG | PBPH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | — | — |
Sortino ratioReturn per unit of downside risk | 1.12 | — | — |
Omega ratioGain probability vs. loss probability | 1.13 | — | — |
Calmar ratioReturn relative to maximum drawdown | 0.86 | — | — |
Martin ratioReturn relative to average drawdown | 2.34 | — | — |
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 | PBPH | Difference | |
|---|---|---|---|
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
| AGNG | PBPH | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -11.09% | -8.69% | -2.40% |
Average DrawdownAverage peak-to-trough decline | -5.95% | -4.23% | -1.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | — | — |
Volatility
AGNG vs. PBPH - Volatility Comparison
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Volatility by Period
| AGNG | PBPH | Difference | |
|---|---|---|---|
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.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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.
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