AGNG vs NUMI

Comparison between GLOBAL X AGING POPULATION ETF (AGNG, ETF) and NUVEEN MUNICIPAL INCOME ETF (NUMI, ETF).

AGNG vs NUMI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AGNG(ETF)	NUMI(ETF)
Net Assets	$82M	$81M
Expense Ratio	0.50%	0.29%
Max Drawdown	30.58%	5.21%
Sharpe Ratio	0.54	1.02
5Y Beta	0.52	0.04
P/E Ratio	31.81	N/A
Forward P/E	18.95	N/A
5Y Dividends CAGR	13.61%	N/A
5Y EPS CAGR	10.68%	N/A
Debt to Equity	-55.48%	N/A
P/S Ratio	3.94	N/A
P/B Ratio	3.91	N/A

Net Assets

Winner

AGNG

$82M

NUMI

$81M

Expense Ratio

AGNG

0.50%

Winner

NUMI

0.29%

Max Drawdown

AGNG

30.58%

Winner

NUMI

5.21%

Sharpe Ratio

AGNG

0.54

Winner

NUMI

1.02

5Y Beta

AGNG

0.52

Winner

NUMI

0.04

P/E Ratio

AGNG

31.81

NUMI

N/A

Forward P/E

AGNG

18.95

NUMI

N/A

5Y Dividends CAGR

AGNG

13.61%

NUMI

N/A

5Y EPS CAGR

AGNG

10.68%

NUMI

N/A

Debt to Equity

AGNG

-55.48%

NUMI

N/A

P/S Ratio

AGNG

3.94

NUMI

N/A

P/B Ratio

AGNG

3.91

NUMI

N/A

AGNG vs NUMI - Historical Returns

Returns include dividend reinvestment.

Period	AGNG	NUMI
1 month	+0.24%	+0.44%
3 months	-4.59%	+0.33%
6 months	-0.97%	+2.09%
1 year	+10.95%	+7.61%
5 years(CAGR)	+3.89%	N/A
10 years(CAGR)	+9.01%	N/A
Max(CAGR)	+9.33%	+3.98%

AGNG

+0.24%

Winner

NUMI

+0.44%

AGNG

-4.59%

Winner

NUMI

+0.33%

AGNG

-0.97%

Winner

NUMI

+2.09%

Winner

AGNG

+10.95%

NUMI

+7.61%

5Y(CAGR)

AGNG

+3.89%

NUMI

N/A

10Y(CAGR)

AGNG

+9.01%

NUMI

N/A

Max(CAGR)

Winner

AGNG

+9.33%

NUMI

+3.98%

AGNG vs NUMI - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	AGNG	NUMI
2026	-2.81%	+1.45%
2025	+20.80%	+3.84%
2024	+6.51%	N/A
2023	+9.20%	N/A
2022	-8.75%	N/A
2021	+4.66%	N/A
2020	+18.43%	N/A
2019	+26.56%	N/A
2018	-2.28%	N/A
2017	+28.17%	N/A
2016	+0.07%	N/A

AGNG vs NUMI Drawdown Comparison

The maximum drawdown for AGNG was -30.58%, occurring on Mar 23, 2020. Recovery took 73 trading sessions.

The maximum drawdown for NUMI was -4.72%, occurring on Apr 11, 2025. Recovery took 133 trading sessions.

The current AGNG drawdown is -8.85%. The current NUMI drawdown is -0.55%.

Rank	AGNG	NUMI
#1	-30.58% Feb 21, 2020 - Jun 5, 2020	-4.72% Mar 3, 2025 - Sep 11, 2025
#2	-25.66% Sep 2, 2021 - Jul 10, 2024	-2.82% Feb 27, 2026 - Mar 24, 2026
#3	-19.76% Oct 1, 2018 - Oct 29, 2019	-1.02% Nov 24, 2025 - Jan 9, 2026
#4	-14.48% Aug 30, 2024 - Jul 23, 2025	-0.75% Oct 27, 2025 - Nov 24, 2025
#5	-11.61% Aug 5, 2016 - Mar 1, 2017	-0.66% Feb 5, 2025 - Feb 21, 2025
#6	-11.45% Feb 23, 2026 - Jun 2, 2026	-0.47% Jan 15, 2026 - Jan 28, 2026
#7	-10.32% Jan 26, 2018 - Jul 6, 2018	-0.39% Sep 17, 2025 - Oct 1, 2025
#8	-9.12% Feb 12, 2021 - Jun 7, 2021	-0.26% Feb 13, 2026 - Feb 23, 2026
#9	-8.60% Oct 12, 2020 - Nov 9, 2020	-0.17% Feb 5, 2026 - Feb 9, 2026
#10	-5.66% Jun 8, 2020 - Jun 23, 2020	-0.12% Jan 30, 2025 - Feb 3, 2025
#11	-5.54% Jul 21, 2017 - Sep 1, 2017	-0.08% Sep 11, 2025 - Sep 15, 2025
#12	-5.25% Sep 2, 2020 - Oct 5, 2020	-0.08% Feb 10, 2026 - Feb 12, 2026
#13	-4.61% Jun 6, 2016 - Aug 5, 2016	-0.08% Feb 25, 2025 - Feb 28, 2025
#14	-4.22% Jan 25, 2021 - Feb 12, 2021	-0.05% Oct 22, 2025 - Oct 24, 2025
#15	-4.16% Sep 8, 2025 - Oct 1, 2025	-0.04% Jan 9, 2026 - Jan 14, 2026

Correlation

Correlation between AGNG and NUMI is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2016 - 2026)

AGNG vs NUMI dividend yield comparison.

Year	AGNG	NUMI
2026	0.00%	1.36%
2025	0.88%	3.44%
2024	0.83%	0.00%
2023	0.96%	0.00%
2022	0.49%	0.00%
2021	0.72%	0.00%
2020	0.36%	0.00%
2019	0.83%	0.00%
2018	1.00%	0.00%
2017	1.04%	0.00%
2016	0.45%	0.00%