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BTEC vs. AGNG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BTEC vs. AGNG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Healthcare Innovators Index ETF (BTEC) and Global X Aging Population ETF (AGNG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BTEC

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

AGNG

1D
2.07%
1M
-0.03%
YTD
-2.82%
6M
-3.18%
1Y
11.38%
3Y*
8.98%
5Y*
4.39%
10Y*
8.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BTEC vs. AGNG - Yearly Performance Comparison


BTEC vs. AGNG - Sectors Allocation Comparison


Sectors
BTEC
AGNG

Healthcare

99.4%
90.8%

Industrials

0.6%

-

Basic Materials

-

-

Communication Services

-

-

Consumer Cyclical

-

-

Consumer Defensive

-

-

Energy

-

-

Financial Services

-

-

Real Estate

-

9.2%

Technology

-

-

Utilities

-

-

Healthcare

BTEC
99.4%
AGNG
90.8%

Industrials

BTEC
0.6%
AGNG

-

Basic Materials

BTEC

-

AGNG

-

Communication Services

BTEC

-

AGNG

-

Consumer Cyclical

BTEC

-

AGNG

-

Consumer Defensive

BTEC

-

AGNG

-

Energy

BTEC

-

AGNG

-

Financial Services

BTEC

-

AGNG

-

Real Estate

BTEC

-

AGNG
9.2%

Technology

BTEC

-

AGNG

-

Utilities

BTEC

-

AGNG

-

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Return for Risk

BTEC vs. AGNG — Risk / Return Rank

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

BTEC

AGNG
AGNG Risk / Return Rank: 2323
Overall Rank
AGNG Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
AGNG Sortino Ratio Rank: 2525
Sortino Ratio Rank
AGNG Omega Ratio Rank: 2424
Omega Ratio Rank
AGNG Calmar Ratio Rank: 2323
Calmar Ratio Rank
AGNG Martin Ratio Rank: 2222
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.

BTEC vs. AGNG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Healthcare Innovators Index ETF (BTEC) and Global X Aging Population ETF (AGNG). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

BTEC vs. AGNG - Sharpe Ratio Comparison


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Sharpe Ratios by Period


BTECAGNGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

Drawdowns

BTEC vs. AGNG - Drawdown Comparison

The maximum BTEC drawdown since its inception was 0.00%, smaller than the maximum AGNG drawdown of -30.58%. Use the drawdown chart below to compare losses from any high point for BTEC and AGNG.


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Drawdown Indicators


BTECAGNGDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-30.58%

+30.58%

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

0.00%

-9.25%

+9.25%

Average Drawdown

Average peak-to-trough decline

0.00%

-5.95%

+5.95%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.24%

Volatility

BTEC vs. AGNG - Volatility Comparison


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Volatility by Period


BTECAGNGDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.43%

Volatility (6M)

Calculated over the trailing 6-month period

10.21%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

13.77%

-13.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

15.24%

-15.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

17.14%

-17.14%

BTEC vs. AGNG - Expense Ratio Comparison

BTEC has a 0.42% expense ratio, which is lower than AGNG's 0.50% expense ratio.


Dividends

BTEC vs. AGNG - Dividend Comparison

BTEC has not paid dividends to shareholders, while AGNG's dividend yield for the trailing twelve months is around 0.90%.


PositionTTM2025202420232022202120202019201820172016
AGNG
Global X Aging Population ETF
0.90%0.88%0.83%0.96%0.49%0.72%0.36%0.83%1.00%1.04%0.45%
BTEC
Principal Healthcare Innovators Index ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


On fees, BTEC is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BTEC is cheaper with a 0.42% expense ratio, compared with 0.50% for AGNG.

AGNG has the higher dividend yield at 0.90%, compared with 0.00% for BTEC.

BTEC tracks NASDAQ U.S. Health Care Innovators Index, while AGNG tracks Indxx Aging Population Thematic Index. They also come from different issuers: Principal and Global X. Their fees differ too: 0.42% for BTEC and 0.50% for AGNG.

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