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AGNG vs SPY

Comparison between GLOBAL X AGING POPULATION ETF (AGNG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AGNG, delivering a return of +12.4% compared to +4.5%

AGNG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AGNG
$85M
Winner
SPY
$781B
Expense Ratio
AGNG
0.50%
Winner
SPY
0.09%
Max Drawdown
Winner
AGNG
30.58%
SPY
56.47%
Sharpe Ratio
AGNG
0.75
Winner
SPY
1.22
5Y Beta
Winner
AGNG
0.51
SPY
1.00
P/E Ratio
AGNG
33.58
Winner
SPY
28.78
Forward P/E
Winner
AGNG
19.96
SPY
21.25
5Y Dividends CAGR
Winner
AGNG
19.61%
SPY
6.00%
5Y EPS CAGR
AGNG
10.03%
Winner
SPY
25.62%
Debt to Equity
Winner
AGNG
-6.99%
SPY
31.92%
P/S Ratio
AGNG
4.30
Winner
SPY
3.76
P/B Ratio
Winner
AGNG
4.24
SPY
5.64

AGNG vs SPY - Holdings Comparison

AGNG and SPY have 19 common holdings. Overlap is 4.98%

AGNG's top 25 holdings weight is 68.11%. SPY's top 25 holdings weight is 51.74%.

RankAGNGSPY
#1
NOVO NORDISK AS CLASS B (n/a) - 3.95%
NVIDIA CORP (NVDA) - 7.89%
#2
ELI LILLY AND CO (LLY) - 3.63%
APPLE INC (AAPL) - 7.37%
#3
ABBVIE INC (ABBV) - 3.48%
MICROSOFT CORP (MSFT) - 4.50%
#4
WELLTOWER INC (WELL) - 3.45%
AMAZON.COM INC (AMZN) - 3.82%
#5
EDWARDS LIFESCIENCES CORP (EW) - 3.42%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
VENTAS INC (VTR) - 3.28%
BROADCOM INC (AVGO) - 2.86%
#7
JOHNSON & JOHNSON (JNJ) - 3.17%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ROCHE HOLDING AG BEARER SHARES (n/a) - 3.00%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
AMGEN INC (AMGN) - 3.00%
TESLA INC (TSLA) - 1.70%
#10
MERCK & CO INC (MRK) - 2.96%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
BRISTOL-MYERS SQUIBB CO (BMY) - 2.88%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
STRYKER CORP (SYK) - 2.76%
ELI LILLY AND CO (LLY) - 1.40%
#13
MEDTRONIC PLC (MDT) - 2.71%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
REGENERON PHARMACEUTICALS INC (REGN) - 2.57%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
UCB SA (n/a) - 2.52%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
CHUGAI PHARMACEUTICAL CO LTD (n/a) - 2.44%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
SANDOZ GROUP AG REGISTERED SHARES (n/a) - 2.44%
VISA INC CLASS A (V) - 0.90%
#18
ASTRAZENECA PLC (n/a) - 2.41%
WALMART INC (WMT) - 0.76%
#19
BEONE MEDICINES LTD ADR (ONC) - 2.32%
INTEL CORP (INTC) - 0.75%
#20
ALCON INC (ALC) - 2.32%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
BOSTON SCIENTIFIC CORP (BSX) - 2.09%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
DEXCOM INC (DXCM) - 1.96%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
CELLTRION INC (n/a) - 1.95%
ABBVIE INC (ABBV) - 0.66%
#24
HANSOH PHARMACEUTICAL GROUP CO LTD (n/a) - 1.74%
CATERPILLAR INC (CAT) - 0.65%
#25
ASTELLAS PHARMA INC (n/a) - 1.66%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings86505

AGNG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AGNG
+4.84%
SPY
+0.63%
3M
AGNG
+3.12%
Winner
SPY
+4.46%
6M
AGNG
-1.23%
Winner
SPY
+7.67%
1Y
AGNG
+11.26%
Winner
SPY
+17.68%
5Y(CAGR)
AGNG
+4.45%
Winner
SPY
+12.42%
10Y(CAGR)
AGNG
+9.88%
Winner
SPY
+14.84%
Max(CAGR)
Winner
AGNG
+9.69%
SPY
+8.44%

AGNG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAGNGSPY
2026+1.62%+8.63%
2025+20.80%+18.00%
2024+6.51%+25.59%
2023+9.20%+26.72%
2022-8.75%-18.64%
2021+4.66%+30.52%
2020+18.43%+17.28%
2019+26.56%+31.09%
2018-2.28%-5.24%
2017+28.17%+20.78%
2016+0.07%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AGNG vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AGNG drawdown is -4.70%. The current SPY drawdown is -2.57%.

RankAGNGSPY
#1-30.58%
Feb 21, 2020 - Jun 5, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-25.66%
Sep 2, 2021 - Jul 10, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-19.76%
Oct 1, 2018 - Oct 29, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.48%
Aug 30, 2024 - Jul 23, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.61%
Aug 5, 2016 - Mar 1, 2017		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.45%
Feb 23, 2026 - Jun 2, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-10.32%
Jan 26, 2018 - Jul 6, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.12%
Feb 12, 2021 - Jun 7, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.60%
Oct 12, 2020 - Nov 9, 2020		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.66%
Jun 8, 2020 - Jun 23, 2020		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.54%
Jul 21, 2017 - Sep 1, 2017		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.25%
Sep 2, 2020 - Oct 5, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.61%
Jun 6, 2016 - Aug 5, 2016		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.22%
Jan 25, 2021 - Feb 12, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.16%
Sep 8, 2025 - Oct 1, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AGNG and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

AGNG vs SPY dividend yield comparison.

YearAGNGSPY
20260.43%0.50%
20250.88%1.07%
20240.83%1.21%
20230.96%1.40%
20220.49%1.65%
20210.72%1.20%
20200.36%1.52%
20190.83%1.75%
20181.00%2.04%
20171.04%1.80%
20160.45%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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