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AGNG vs. URA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AGNG vs. URA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Aging Population ETF (AGNG) and Global X Uranium ETF (URA). 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 URA's 17.93% return. Over the past 10 years, AGNG has underperformed URA with an annualized return of 8.76%, while URA has yielded a comparatively higher 17.12% annualized 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%

URA

1D
-5.67%
1M
-8.00%
YTD
17.93%
6M
13.25%
1Y
61.26%
3Y*
39.27%
5Y*
21.39%
10Y*
17.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGNG vs. URA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AGNG
Global X Aging Population ETF
-4.79%20.01%7.03%9.65%-8.61%3.91%18.96%25.24%-1.45%28.17%
URA
Global X Uranium ETF
17.93%67.18%-0.58%46.25%-11.32%57.57%41.33%-3.54%-22.11%19.36%

Correlation

The correlation between AGNG and URA is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.17

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

0.26

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

0.38

Correlation (10Y)
Calculated over the trailing 10-year period

0.36

Correlation (All Time)
Calculated using the full available price history since May 11, 2016

0.36

The correlation between AGNG and URA shifts across timeframes, from 0.17 (1 year) to 0.38 (5 years), reflecting how their relationship changes across market environments.

AGNG vs. URA - Sectors Allocation Comparison


Sectors
AGNG
URA

Healthcare

90.8%

-

Real Estate

9.2%

-

Basic Materials

-

5.0%

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

57.0%

Financial Services

-

-

Industrials

-

21.9%

Technology

-

0.9%

Utilities

-

9.4%

Healthcare

AGNG
90.8%
URA

-

Real Estate

AGNG
9.2%
URA

-

Basic Materials

AGNG

-

URA
5.0%

Communication Services

AGNG

-

URA

-

Consumer Cyclical

AGNG

-

URA

-

Consumer Defensive

AGNG

-

URA

-

Energy

AGNG

-

URA
57.0%

Financial Services

AGNG

-

URA

-

Industrials

AGNG

-

URA
21.9%

Technology

AGNG

-

URA
0.9%

Utilities

AGNG

-

URA
9.4%

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Return for Risk

AGNG vs. URA — 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

URA
URA Risk / Return Rank: 3434
Overall Rank
URA Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
URA Sortino Ratio Rank: 3434
Sortino Ratio Rank
URA Omega Ratio Rank: 3131
Omega Ratio Rank
URA Calmar Ratio Rank: 4343
Calmar Ratio Rank
URA Martin Ratio Rank: 3030
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. URA - Risk-Adjusted Trends Comparison

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


AGNGURADifference

Sharpe ratio

Return per unit of total volatility

0.72

1.23

-0.50

Sortino ratio

Return per unit of downside risk

1.12

1.86

-0.74

Omega ratio

Gain probability vs. loss probability

1.13

1.22

-0.08

Calmar ratio

Return relative to maximum drawdown

0.86

2.17

-1.31

Martin ratio

Return relative to average drawdown

2.34

4.58

-2.24

AGNG vs. URA - Sharpe Ratio Comparison

The current AGNG Sharpe Ratio is 0.72, which is lower than the URA Sharpe Ratio of 1.23. The chart below compares the historical Sharpe Ratios of AGNG and URA, 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


AGNGURADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.72

1.23

-0.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.26

0.49

-0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.46

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

-0.05

+0.58

Drawdowns

AGNG vs. URA - Drawdown Comparison

The maximum AGNG drawdown since its inception was -30.58%, smaller than the maximum URA drawdown of -93.54%. Use the drawdown chart below to compare losses from any high point for AGNG and URA.


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Drawdown Indicators


AGNGURADifference

Max Drawdown

Largest peak-to-trough decline

-30.58%

-93.54%

+62.96%

Max Drawdown (1Y)

Largest decline over 1 year

-11.45%

-28.43%

+16.98%

Max Drawdown (3Y)

Largest decline over 3 years

-14.48%

-37.81%

+23.33%

Max Drawdown (5Y)

Largest decline over 5 years

-25.66%

-37.90%

+12.24%

Max Drawdown (10Y)

Largest decline over 10 years

-30.58%

-61.45%

+30.87%

Current Drawdown

Current decline from peak

-11.09%

-42.81%

+31.72%

Average Drawdown

Average peak-to-trough decline

-5.95%

-75.01%

+69.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.20%

13.40%

-9.20%

Volatility

AGNG vs. URA - Volatility Comparison

The current volatility for Global X Aging Population ETF (AGNG) is 3.87%, while Global X Uranium ETF (URA) has a volatility of 15.94%. This indicates that AGNG experiences smaller price fluctuations and is considered to be less risky than URA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AGNGURADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.87%

15.94%

-12.07%

Volatility (6M)

Calculated over the trailing 6-month period

10.00%

38.29%

-28.29%

Volatility (1Y)

Calculated over the trailing 1-year period

13.62%

50.19%

-36.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.22%

43.62%

-28.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.13%

37.73%

-20.60%

AGNG vs. URA - Expense Ratio Comparison

AGNG has a 0.50% expense ratio, which is lower than URA's 0.69% expense ratio.


Dividends

AGNG vs. URA - Dividend Comparison

AGNG's dividend yield for the trailing twelve months is around 0.92%, less than URA's 4.14% yield.


PositionTTM20252024202320222021202020192018201720162015
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%0.00%
URA
Global X Uranium ETF
4.14%4.88%2.86%6.07%0.76%5.84%1.69%1.66%0.44%2.03%7.28%1.96%

Frequently Asked Questions


AGNG and URA have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

URA has higher volatility (15.94%) compared to AGNG (3.87%). In terms of maximum drawdown, AGNG dropped -30.58% vs URA's -93.54%.

On 10-year performance, URA leads with 17.12% vs 8.76% for AGNG. 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 10-year period, URA has performed better with a 17.12% return vs 8.76%. 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 0.69% for URA.

URA has the higher dividend yield at 4.14%, compared with 0.92% for AGNG.

AGNG is categorized as Health & Biotech Equities, while URA is Commodity Producers Equities. AGNG tracks Indxx Aging Population Thematic Index, while URA tracks Solactive Global Uranium & Nuclear Components Index. Their fees differ too: 0.50% for AGNG and 0.69% for URA.

URA currently has the higher Sharpe Ratio (1.23 vs 0.72), 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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