AGNG vs. WDNA
Compare and contrast key facts about Global X Aging Population ETF (AGNG) and WisdomTree BioRevolution Fund (WDNA).
AGNG and WDNA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AGNG is a passively managed fund by Global X that tracks the performance of the Indxx Aging Population Thematic Index. It was launched on May 9, 2016. WDNA is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree BioRevolution Index. It was launched on Jun 3, 2021. Both AGNG and WDNA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGNG or WDNA.
Key characteristics
| AGNG | WDNA | |
|---|---|---|
| YTD Return | 11.50% | -5.98% |
| 1Y Return | 22.11% | 8.51% |
| 3Y Return (Ann) | 2.79% | -14.05% |
| Sharpe Ratio | 2.09 | 0.63 |
| Sortino Ratio | 2.90 | 1.04 |
| Omega Ratio | 1.36 | 1.12 |
| Calmar Ratio | 1.59 | 0.30 |
| Martin Ratio | 11.57 | 1.72 |
| Ulcer Index | 2.12% | 8.26% |
| Daily Std Dev | 11.76% | 22.67% |
| Max Drawdown | -30.58% | -51.90% |
| Current Drawdown | -4.73% | -42.51% |
Correlation
The correlation between AGNG and WDNA is 0.75, 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.
Performance
AGNG vs. WDNA - Performance Comparison
In the year-to-date period, AGNG achieves a 11.50% return, which is significantly higher than WDNA's -5.98% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AGNG vs. WDNA - Expense Ratio Comparison
AGNG has a 0.50% expense ratio, which is higher than WDNA's 0.45% expense ratio.
Risk-Adjusted Performance
AGNG vs. WDNA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Aging Population ETF (AGNG) and WisdomTree BioRevolution Fund (WDNA). 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.
Dividends
AGNG vs. WDNA - Dividend Comparison
AGNG's dividend yield for the trailing twelve months is around 0.71%, less than WDNA's 0.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
AGNG Global X Aging Population ETF | 0.71% | 0.96% | 0.49% | 0.72% | 0.36% | 0.84% | 1.00% | 1.03% | 1.05% |
WDNA WisdomTree BioRevolution Fund | 0.85% | 0.80% | 0.37% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AGNG vs. WDNA - Drawdown Comparison
The maximum AGNG drawdown since its inception was -30.58%, smaller than the maximum WDNA drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for AGNG and WDNA. For additional features, visit the drawdowns tool.
Volatility
AGNG vs. WDNA - Volatility Comparison
The current volatility for Global X Aging Population ETF (AGNG) is 3.52%, while WisdomTree BioRevolution Fund (WDNA) has a volatility of 4.91%. This indicates that AGNG experiences smaller price fluctuations and is considered to be less risky than WDNA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.