AGNG vs. XLVI

Last updated Jun 4, 2026

AGNG (Global X Aging Population ETF) and XLVI (State Street Health Care Select Sector SPDR Premium Income ETF) are both exchange-traded funds - AGNG is a Health & Biotech Equities fund tracking the Indxx Aging Population Thematic Index, while XLVI is a Derivative Income fund actively managed by State Street. AGNG is passively managed, while XLVI is actively managed. A 0.77 correlation means they provide meaningful diversification when combined. AGNG charges 0.50%/yr vs 0.35%/yr for XLVI.

Performance

AGNG vs. XLVI - 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 Premium Income ETF (XLVI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AGNG achieves a -4.79% return, which is significantly lower than XLVI's -0.67% 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%

XLVI

• 1D: 0.67%
• 1M: 2.30%
• YTD: -0.67%
• 6M: 0.76%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

AGNG vs. XLVI - Yearly Performance Comparison

	2026 (YTD)	2025
AGNG Global X Aging Population ETF	-4.79%	11.05%
XLVI State Street Health Care Select Sector SPDR Premium Income ETF	-0.67%	12.79%

Correlation

The correlation between AGNG and XLVI is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 31, 2025	0.77

AGNG vs. XLVI - Sectors Allocation Comparison

Sectors	AGNG	XLVI
Healthcare	90.8%	-
Real Estate	9.2%	-
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Financial Services	-	100.6%
Industrials	-	-
Technology	-	-
Utilities	-	-

Return for Risk

AGNG vs. XLVI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AGNG

AGNG Risk / Return Rank: 20
AGNG Sharpe Ratio Rank: 21
AGNG Sortino Ratio Rank: 21
AGNG Omega Ratio Rank: 20
AGNG Calmar Ratio Rank: 20
AGNG Martin Ratio Rank: 20

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. XLVI - 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 Premium Income ETF (XLVI). 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	XLVI	Difference
Sharpe ratio: Return per unit of total volatility	0.72	—	—
Sortino ratio: Return per unit of downside risk	1.12	—	—
Omega ratio: Gain probability vs. loss probability	1.13	—	—
Calmar ratio: Return relative to maximum drawdown	0.86	—	—
Martin ratio: Return 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.

Sharpe Ratios by Period

	AGNG	XLVI	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	1.33	-0.79

Drawdowns

AGNG vs. XLVI - Drawdown Comparison

The maximum AGNG drawdown since its inception was -30.58%, which is greater than XLVI's maximum drawdown of -8.14%. Use the drawdown chart below to compare losses from any high point for AGNG and XLVI.

Drawdown Indicators

	AGNG	XLVI	Difference
Max Drawdown Largest peak-to-trough decline	-30.58%	-8.14%	-22.44%
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 Drawdown Current decline from peak	-11.09%	-4.02%	-7.07%
Average Drawdown Average peak-to-trough decline	-5.95%	-1.95%	-4.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.20%	—	—

Volatility

Volatility by Period

	AGNG	XLVI	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%	10.94%	+2.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.22%	10.94%	+4.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.13%	10.94%	+6.19%

AGNG vs. XLVI - Expense Ratio Comparison

AGNG has a 0.50% expense ratio, which is higher than XLVI's 0.35% expense ratio.

Dividends

AGNG vs. XLVI - Dividend Comparison

AGNG's dividend yield for the trailing twelve months is around 0.92%, less than XLVI's 11.53% 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%
XLVI State Street Health Care Select Sector SPDR Premium Income ETF	11.53%	5.73%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both AGNG and XLVI in my portfolio?

AGNG and XLVI have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AGNG or XLVI?

On fees, XLVI is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AGNG or XLVI?

XLVI is cheaper with a 0.35% expense ratio, compared with 0.50% for AGNG.

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

XLVI has the higher dividend yield at 11.53%, compared with 0.92% for AGNG.

What is the main difference between AGNG and XLVI?

AGNG is categorized as Health & Biotech Equities, while XLVI is Derivative Income. They also come from different issuers: Global X and State Street. Their fees differ too: 0.50% for AGNG and 0.35% for XLVI.