XHE vs. AGNG
Compare and contrast key facts about SPDR S&P Health Care Equipment ETF (XHE) and Global X Aging Population ETF (AGNG).
XHE and AGNG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XHE is a passively managed fund by State Street that tracks the performance of the S&P Health Care Equipment Select Industry Index. It was launched on Jan 26, 2011. 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. Both XHE and AGNG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
XHE vs. AGNG - Performance Comparison
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XHE vs. AGNG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
XHE SPDR S&P Health Care Equipment ETF | -10.92% | -0.23% | 5.08% | -6.23% | -23.34% | 3.04% | 32.91% | 22.30% | 8.90% | 30.51% |
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, XHE achieves a -10.92% return, which is significantly lower than AGNG's 0.54% return.
XHE
- 1D
- 0.46%
- 1M
- -10.31%
- YTD
- -10.92%
- 6M
- -0.10%
- 1Y
- -3.79%
- 3Y*
- -5.61%
- 5Y*
- -8.06%
- 10Y*
- 6.52%
AGNG
- 1D
- 1.38%
- 1M
- -4.88%
- YTD
- 0.54%
- 6M
- 6.00%
- 1Y
- 17.12%
- 3Y*
- 11.46%
- 5Y*
- 6.16%
- 10Y*
- —
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XHE vs. AGNG - Expense Ratio Comparison
XHE has a 0.35% expense ratio, which is lower than AGNG's 0.50% expense ratio.
Return for Risk
XHE vs. AGNG — Risk / Return Rank
XHE
AGNG
XHE vs. AGNG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P Health Care Equipment ETF (XHE) 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.
| XHE | AGNG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.16 | 1.08 | -1.24 |
Sortino ratioReturn per unit of downside risk | -0.06 | 1.57 | -1.63 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.20 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | -0.24 | 1.61 | -1.85 |
Martin ratioReturn relative to average drawdown | -0.69 | 5.49 | -6.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XHE | AGNG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.16 | 1.08 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.33 | 0.41 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.58 | -0.16 |
Correlation
The correlation between XHE and AGNG is 0.68, 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
XHE vs. AGNG - Dividend Comparison
XHE's dividend yield for the trailing twelve months is around 0.09%, less than AGNG's 0.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XHE SPDR S&P Health Care Equipment ETF | 0.09% | 0.08% | 0.04% | 0.03% | 0.04% | 0.00% | 0.00% | 0.05% | 0.09% | 0.78% | 0.17% | 7.22% |
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% | 0.00% |
Drawdowns
XHE vs. AGNG - Drawdown Comparison
The maximum XHE drawdown since its inception was -49.92%, which is greater than AGNG's maximum drawdown of -30.58%. Use the drawdown chart below to compare losses from any high point for XHE and AGNG.
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Drawdown Indicators
| XHE | AGNG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.92% | -30.58% | -19.34% |
Max Drawdown (1Y)Largest decline over 1 year | -18.29% | -10.16% | -8.13% |
Max Drawdown (5Y)Largest decline over 5 years | -49.92% | -25.66% | -24.26% |
Max Drawdown (10Y)Largest decline over 10 years | -49.92% | — | — |
Current DrawdownCurrent decline from peak | -40.94% | -6.11% | -34.83% |
Average DrawdownAverage peak-to-trough decline | -12.97% | -5.92% | -7.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.24% | 2.98% | +3.26% |
Volatility
XHE vs. AGNG - Volatility Comparison
SPDR S&P Health Care Equipment ETF (XHE) has a higher volatility of 7.01% compared to Global X Aging Population ETF (AGNG) at 5.49%. This indicates that XHE'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
| XHE | AGNG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 5.49% | +1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 14.84% | 9.55% | +5.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.86% | 15.99% | +7.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.25% | 15.10% | +9.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.81% | 17.17% | +5.64% |