AGNG vs. XLV

Last updated Aug 2, 2026

AGNG (Global X Aging Population ETF) and XLV (State Street Health Care Select Sector SPDR ETF) are both Health & Biotech Equities funds - AGNG tracks the Indxx Aging Population Thematic Index while XLV tracks the Health Care Select Sector Index. Both are passively managed. Over the past 10 years, AGNG returned 10.10%/yr vs 9.81%/yr for XLV. Their 0.71 correlation means they have sometimes moved together and sometimes differently. AGNG charges 0.50%/yr vs 0.08%/yr for XLV.

Performance

AGNG vs. XLV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Aging Population ETF (AGNG) and State Street Health Care Select Sector SPDR ETF (XLV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AGNG achieves a 4.05% return, which is significantly lower than XLV's 5.90% return. Both investments have delivered pretty close results over the past 10 years, with AGNG having a 10.10% annualized return and XLV not far behind at 9.81%.

AGNG

• 1D: -0.99%
• 1M: 0.34%
• 6M: 1.14%
• YTD: 4.05%
• 1Y: 17.47%
• 3Y*: 11.23%
• 5Y*: 4.92%
• 10Y*: 10.10%
• ALL TIME*: 9.88%

XLV

• 1D: -0.59%
• 1M: -0.73%
• 6M: 5.94%
• YTD: 5.90%
• 1Y: 26.13%
• 3Y*: 8.60%
• 5Y*: 5.93%
• 10Y*: 9.81%
• ALL TIME*: 8.63%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AGNG Global X Aging Population ETF	$398.79K	$380.61K	$467.28K
XLV State Street Health Care Select Sector SPDR ETF	$1.43B	$1.62B	$1.62B

AGNG vs. XLV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
AGNG Global X Aging Population ETF	4.05%	20.01%	7.03%	9.65%	-8.61%	3.91%	18.96%	25.24%	-1.45%	28.17%
XLV State Street Health Care Select Sector SPDR ETF	5.90%	14.50%	2.47%	2.07%	-2.08%	26.04%	13.30%	20.45%	6.28%	21.77%

Correlation

The correlation between AGNG and XLV is 0.82, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.82
Correlation (3Y) Balances recent behavior with more history.	0.78
Correlation (5Y) Shows whether the relationship held over a longer period.	0.80
Correlation (10Y) Provides a long-term view across more market conditions.	0.72
Correlation (All Time) Calculated using the full available price history since May 10, 2016	0.71

The correlation between AGNG and XLV shifts across timeframes, from 0.71 (all time) to 0.82 (1 year), reflecting how their relationship changes across market environments.

AGNG vs. XLV - Sectors Allocation Comparison

Sectors	AGNG	XLV
Healthcare	90.8%	99.4%
Real Estate	9.2%	-
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	-
Industrials	-	-
Technology	-	0.5%
Utilities	-	-

Return for Risk

AGNG vs. XLV — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AGNG

AGNG Risk / Return Rank: 48
AGNG Sharpe Ratio Rank: 53
AGNG Sortino Ratio Rank: 56
AGNG Omega Ratio Rank: 51
AGNG Calmar Ratio Rank: 43
AGNG Martin Ratio Rank: 36

XLV

XLV Risk / Return Rank: 72
XLV Sharpe Ratio Rank: 76
XLV Sortino Ratio Rank: 83
XLV Omega Ratio Rank: 72
XLV Calmar Ratio Rank: 74
XLV Martin Ratio Rank: 53

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AGNG vs. XLV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Aging Population ETF (AGNG) and State Street Health Care Select Sector SPDR ETF (XLV). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AGNG	XLV	Difference
Sharpe ratio: Return per unit of total volatility	1.27	1.72	-0.45
Sortino ratio: Return per unit of downside risk	1.93	2.70	-0.77
Omega ratio: Gain probability vs. loss probability	1.23	1.30	-0.07
Calmar ratio: Return relative to maximum drawdown	1.55	2.57	-1.02
Martin ratio: Return relative to average drawdown	3.65	6.15	-2.50

AGNG vs. XLV - Sharpe Ratio Comparison

The current AGNG Sharpe Ratio is 1.27, which is comparable to the XLV Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of AGNG and XLV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AGNG vs. XLV - Drawdown Comparison

The maximum AGNG drawdown since its inception was -30.58%, smaller than the maximum XLV drawdown of -39.17%. Use the drawdown chart below to compare losses from any high point for AGNG and XLV.

Drawdown Indicators

	AGNG	XLV	Difference
Max Drawdown Largest peak-to-trough decline	-30.58%	-39.17%	+8.59%
Max Drawdown (1Y) Largest decline over 1 year	-11.45%	-10.47%	-0.98%
Max Drawdown (3Y) Largest decline over 3 years	-14.48%	-17.11%	+2.63%
Max Drawdown (5Y) Largest decline over 5 years	-25.66%	-17.11%	-8.55%
Max Drawdown (10Y) Largest decline over 10 years	-30.58%	-28.40%	-2.18%
Current Drawdown Current decline from peak	-2.84%	-2.82%	-0.02%
Average Drawdown Average peak-to-trough decline	-5.95%	-7.09%	+1.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.87%	4.37%	+0.50%

Volatility

AGNG vs. XLV - Volatility Comparison

The current volatility for Global X Aging Population ETF (AGNG) is 4.89%, while State Street Health Care Select Sector SPDR ETF (XLV) has a volatility of 6.03%. This indicates that AGNG experiences smaller price fluctuations and is considered to be less risky than XLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AGNG	XLV	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.89%	6.03%	-1.14%
Volatility (6M) Calculated over the trailing 6-month period	11.10%	12.07%	-0.97%
Volatility (1Y) Calculated over the trailing 1-year period	14.09%	15.90%	-1.81%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.32%	15.04%	+0.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.22%	16.66%	+0.56%

AGNG vs. XLV - Expense Ratio Comparison

AGNG has a 0.50% expense ratio, which is higher than XLV's 0.08% expense ratio.

Dividends

AGNG vs. XLV - Dividend Comparison

AGNG's dividend yield for the trailing twelve months is around 0.88%, less than XLV's 1.56% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AGNG Global X Aging Population ETF	0.88%	0.88%	0.83%	0.96%	0.49%	0.72%	0.36%	0.83%	1.00%	1.04%	0.45%	0.00%
XLV State Street Health Care Select Sector SPDR ETF	1.56%	1.60%	1.67%	1.59%	1.47%	1.33%	1.49%	2.17%	1.57%	1.47%	1.60%	1.43%

Frequently Asked Questions

Can I hold both AGNG and XLV in my portfolio?

AGNG and XLV have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, AGNG or XLV?

XLV has higher volatility (6.03%) compared to AGNG (4.89%). In terms of maximum drawdown, AGNG dropped -30.58% vs XLV's -39.17%.

Which ETF is better, AGNG or XLV?

On 10-year performance, AGNG leads with 10.10% vs 9.81% for XLV. On fees, XLV is cheaper at 0.08% per year. On volatility, AGNG has been the lower-risk option at 4.89%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AGNG or XLV?

Over the 10-year period, AGNG has performed better with a 10.10% return vs 9.81%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AGNG or XLV?

XLV is cheaper with a 0.08% expense ratio, compared with 0.50% for AGNG.

Which ETF pays a higher dividend yield, AGNG or XLV?

XLV has the higher dividend yield at 1.56%, compared with 0.88% for AGNG.

What is the main difference between AGNG and XLV?

AGNG tracks Indxx Aging Population Thematic Index, while XLV tracks Health Care Select Sector Index. They also come from different issuers: Global X and State Street. Their fees differ too: 0.50% for AGNG and 0.08% for XLV.

Which has better risk-adjusted returns?

XLV currently has the higher Sharpe Ratio (1.72 vs 1.27), 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.