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AGNG vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AGNG and VOO is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.6

Performance

AGNG vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Aging Population ETF (AGNG) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

100.00%120.00%140.00%160.00%180.00%200.00%220.00%240.00%JulyAugustSeptemberOctoberNovemberDecember
110.53%
230.80%
AGNG
VOO

Key characteristics

Sharpe Ratio

AGNG:

0.87

VOO:

2.25

Sortino Ratio

AGNG:

1.25

VOO:

2.98

Omega Ratio

AGNG:

1.15

VOO:

1.42

Calmar Ratio

AGNG:

1.12

VOO:

3.31

Martin Ratio

AGNG:

3.44

VOO:

14.77

Ulcer Index

AGNG:

2.93%

VOO:

1.90%

Daily Std Dev

AGNG:

11.64%

VOO:

12.46%

Max Drawdown

AGNG:

-30.58%

VOO:

-33.99%

Current Drawdown

AGNG:

-8.83%

VOO:

-2.47%

Returns By Period

In the year-to-date period, AGNG achieves a 6.70% return, which is significantly lower than VOO's 26.02% return.


AGNG

YTD

6.70%

1M

-1.53%

6M

0.51%

1Y

8.92%

5Y*

5.57%

10Y*

N/A

VOO

YTD

26.02%

1M

-0.11%

6M

9.35%

1Y

26.45%

5Y*

14.79%

10Y*

13.08%

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. VOO - Expense Ratio Comparison

AGNG has a 0.50% expense ratio, which is higher than VOO's 0.03% expense ratio.


AGNG
Global X Aging Population ETF
Expense ratio chart for AGNG: current value at 0.50% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.50%
Expense ratio chart for VOO: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

Risk-Adjusted Performance

AGNG vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Aging Population ETF (AGNG) and Vanguard S&P 500 ETF (VOO). 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.


Sharpe ratio
The chart of Sharpe ratio for AGNG, currently valued at 0.87, compared to the broader market0.002.004.000.872.25
The chart of Sortino ratio for AGNG, currently valued at 1.25, compared to the broader market-2.000.002.004.006.008.0010.001.252.98
The chart of Omega ratio for AGNG, currently valued at 1.15, compared to the broader market0.501.001.502.002.503.001.151.42
The chart of Calmar ratio for AGNG, currently valued at 1.12, compared to the broader market0.005.0010.0015.001.123.31
The chart of Martin ratio for AGNG, currently valued at 3.44, compared to the broader market0.0020.0040.0060.0080.00100.003.4414.77
AGNG
VOO

The current AGNG Sharpe Ratio is 0.87, which is lower than the VOO Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of AGNG and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.003.504.00JulyAugustSeptemberOctoberNovemberDecember
0.87
2.25
AGNG
VOO

Dividends

AGNG vs. VOO - Dividend Comparison

AGNG's dividend yield for the trailing twelve months is around 0.74%, less than VOO's 0.91% yield.


TTM20232022202120202019201820172016201520142013
AGNG
Global X Aging Population ETF
0.74%0.96%0.49%0.72%0.36%0.84%1.00%1.03%1.05%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF
0.91%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%1.84%

Drawdowns

AGNG vs. VOO - Drawdown Comparison

The maximum AGNG drawdown since its inception was -30.58%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AGNG and VOO. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.83%
-2.47%
AGNG
VOO

Volatility

AGNG vs. VOO - Volatility Comparison

The current volatility for Global X Aging Population ETF (AGNG) is 3.54%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. This indicates that AGNG experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.54%
3.75%
AGNG
VOO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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