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SBIO vs. AGNG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SBIO vs. AGNG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ALPS Medical Breakthroughs ETF (SBIO) and Global X Aging Population ETF (AGNG). The values are adjusted to include any dividend payments, if applicable.

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SBIO vs. AGNG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SBIO
ALPS Medical Breakthroughs ETF
3.20%55.07%3.81%8.68%-28.08%-17.55%21.17%50.30%-11.81%45.67%
AGNG
Global X Aging Population ETF
0.54%20.01%7.03%9.65%-8.61%3.91%18.96%25.24%-1.45%28.17%

Returns By Period

In the year-to-date period, SBIO achieves a 3.20% return, which is significantly higher than AGNG's 0.54% return.


SBIO

1D
0.99%
1M
3.89%
YTD
3.20%
6M
36.23%
1Y
95.78%
3Y*
26.37%
5Y*
1.76%
10Y*
9.75%

AGNG

1D
1.38%
1M
-4.88%
YTD
0.54%
6M
6.00%
1Y
17.12%
3Y*
11.46%
5Y*
6.16%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SBIO vs. AGNG - Expense Ratio Comparison

Both SBIO and AGNG have an expense ratio of 0.50%.


Return for Risk

SBIO vs. AGNG — Risk / Return Rank

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

SBIO
SBIO Risk / Return Rank: 9696
Overall Rank
SBIO Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
SBIO Sortino Ratio Rank: 9797
Sortino Ratio Rank
SBIO Omega Ratio Rank: 9494
Omega Ratio Rank
SBIO Calmar Ratio Rank: 9898
Calmar Ratio Rank
SBIO Martin Ratio Rank: 9797
Martin Ratio Rank

AGNG
AGNG Risk / Return Rank: 5656
Overall Rank
AGNG Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
AGNG Sortino Ratio Rank: 5858
Sortino Ratio Rank
AGNG Omega Ratio Rank: 5252
Omega Ratio Rank
AGNG Calmar Ratio Rank: 6060
Calmar Ratio Rank
AGNG Martin Ratio Rank: 5454
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.

SBIO vs. AGNG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ALPS Medical Breakthroughs ETF (SBIO) 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.


SBIOAGNGDifference

Sharpe ratio

Return per unit of total volatility

2.92

1.08

+1.85

Sortino ratio

Return per unit of downside risk

3.57

1.57

+2.01

Omega ratio

Gain probability vs. loss probability

1.45

1.20

+0.25

Calmar ratio

Return relative to maximum drawdown

5.66

1.61

+4.05

Martin ratio

Return relative to average drawdown

19.94

5.49

+14.45

SBIO vs. AGNG - Sharpe Ratio Comparison

The current SBIO Sharpe Ratio is 2.92, which is higher than the AGNG Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of SBIO and AGNG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SBIOAGNGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.92

1.08

+1.85

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

0.41

-0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.58

-0.35

Correlation

The correlation between SBIO and AGNG is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

SBIO vs. AGNG - Dividend Comparison

SBIO has not paid dividends to shareholders, while AGNG's dividend yield for the trailing twelve months is around 0.87%.


TTM2025202420232022202120202019201820172016
SBIO
ALPS Medical Breakthroughs ETF
0.00%0.00%3.55%0.22%0.00%0.00%0.00%0.04%2.79%1.77%0.00%
AGNG
Global X Aging Population ETF
0.87%0.88%0.83%0.96%0.49%0.72%0.36%0.83%1.00%1.04%0.45%

Drawdowns

SBIO vs. AGNG - Drawdown Comparison

The maximum SBIO drawdown since its inception was -63.06%, which is greater than AGNG's maximum drawdown of -30.58%. Use the drawdown chart below to compare losses from any high point for SBIO and AGNG.


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Drawdown Indicators


SBIOAGNGDifference

Max Drawdown

Largest peak-to-trough decline

-63.06%

-30.58%

-32.48%

Max Drawdown (1Y)

Largest decline over 1 year

-15.08%

-10.16%

-4.92%

Max Drawdown (5Y)

Largest decline over 5 years

-53.67%

-25.66%

-28.01%

Max Drawdown (10Y)

Largest decline over 10 years

-63.06%

Current Drawdown

Current decline from peak

-13.79%

-6.11%

-7.68%

Average Drawdown

Average peak-to-trough decline

-28.70%

-5.92%

-22.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.28%

2.98%

+1.30%

Volatility

SBIO vs. AGNG - Volatility Comparison

ALPS Medical Breakthroughs ETF (SBIO) has a higher volatility of 12.61% compared to Global X Aging Population ETF (AGNG) at 5.49%. This indicates that SBIO'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.


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Volatility by Period


SBIOAGNGDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.61%

5.49%

+7.12%

Volatility (6M)

Calculated over the trailing 6-month period

22.09%

9.55%

+12.54%

Volatility (1Y)

Calculated over the trailing 1-year period

33.43%

15.99%

+17.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

33.55%

15.10%

+18.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.34%

17.17%

+16.17%