LLY vs. AGNG
Compare and contrast key facts about Eli Lilly and Company (LLY) and Global X Aging Population ETF (AGNG).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LLY or AGNG.
Key characteristics
| LLY | AGNG | |
|---|---|---|
| YTD Return | 29.90% | 1.97% |
| 1Y Return | 76.78% | 3.81% |
| 3Y Return (Ann) | 61.63% | 0.62% |
| 5Y Return (Ann) | 47.59% | 7.57% |
| Sharpe Ratio | 2.95 | 0.37 |
| Daily Std Dev | 30.06% | 12.11% |
| Max Drawdown | -68.27% | -30.58% |
| Current Drawdown | -4.59% | -5.18% |
Correlation
The correlation between LLY and AGNG is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LLY vs. AGNG - Performance Comparison
In the year-to-date period, LLY achieves a 29.90% return, which is significantly higher than AGNG's 1.97% 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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Risk-Adjusted Performance
LLY vs. AGNG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Eli Lilly and Company (LLY) 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.
Dividends
LLY vs. AGNG - Dividend Comparison
LLY's dividend yield for the trailing twelve months is around 0.62%, less than AGNG's 0.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLY Eli Lilly and Company | 0.62% | 0.78% | 1.07% | 1.23% | 1.75% | 1.96% | 1.94% | 2.46% | 2.77% | 2.37% | 2.84% | 3.84% |
AGNG Global X Aging Population ETF | 0.94% | 0.96% | 0.49% | 0.72% | 0.36% | 0.84% | 1.00% | 1.03% | 1.05% | 0.00% | 0.00% | 0.00% |
Drawdowns
LLY vs. AGNG - Drawdown Comparison
The maximum LLY drawdown since its inception was -68.27%, which is greater than AGNG's maximum drawdown of -30.58%. Use the drawdown chart below to compare losses from any high point for LLY and AGNG. For additional features, visit the drawdowns tool.
Volatility
LLY vs. AGNG - Volatility Comparison
Eli Lilly and Company (LLY) has a higher volatility of 8.80% compared to Global X Aging Population ETF (AGNG) at 4.06%. This indicates that LLY's price experiences larger fluctuations and is considered to be riskier than AGNG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.