AGNG vs WEEI
Comparison between GLOBAL X AGING POPULATION ETF (AGNG, ETF) and Westwood Salient Enhanced Energy Income ETF (WEEI, ETF).
AGNG vs WEEI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AGNG
$82M
Winner
WEEI
$82M
Expense Ratio
Winner
AGNG
0.50%
WEEI
0.85%
Max Drawdown
AGNG
30.58%
Winner
WEEI
24.40%
Sharpe Ratio
AGNG
0.51
Winner
WEEI
1.63
5Y Beta
Winner
AGNG
0.52
WEEI
0.53
P/E Ratio
AGNG
31.78
Winner
WEEI
22.92
Forward P/E
AGNG
18.67
Winner
WEEI
12.86
PEG Ratio
AGNG
N/A
WEEI
1.12
5Y Dividends CAGR
AGNG
13.61%
WEEI
N/A
5Y EPS CAGR
AGNG
10.69%
Winner
WEEI
18.56%
Debt to Equity
Winner
AGNG
-55.48%
WEEI
43.67%
P/S Ratio
AGNG
3.97
Winner
WEEI
1.68
P/B Ratio
AGNG
3.93
Winner
WEEI
2.56
AGNG vs WEEI - Holdings Comparison
AGNG and WEEI have 1 common holdings. Overlap is -0.22%
AGNG's top 25 holdings weight is 69.82%. WEEI's top 25 holdings weight is 101.46%.
| Rank | AGNG | WEEI |
|---|---|---|
| #1 | UCB SA (n/a) - 4.80% | EXXON MOBIL CORP (XOM) - 24.11% |
| #2 | JOHNSON & JOHNSON (JNJ) - 3.84% | CHEVRON CORP (CVX) - 13.56% |
| #3 | ASTRAZENECA PLC (n/a) - 3.78% | CONOCOPHILLIPS (COP) - 6.12% |
| #4 | WELLTOWER INC (WELL) - 3.71% | VALERO ENERGY CORP (VLO) - 5.31% |
| #5 | MERCK & CO INC (MRK) - 3.65% | WILLIAMS COMPANIES INC (WMB) - 5.14% |
| #6 | ROCHE HOLDING AG BEARER SHARES (n/a) - 3.28% | SLB LTD (SLB) - 5.04% |
| #7 | REGENERON PHARMACEUTICALS INC (REGN) - 3.27% | PHILLIPS 66 (PSX) - 3.97% |
| #8 | ELI LILLY AND CO (LLY) - 3.05% | BAKER HUGHES CO CLASS A (BKR) - 3.89% |
| #9 | AMGEN INC (AMGN) - 3.02% | KINDER MORGAN INC CLASS P (KMI) - 3.87% |
| #10 | CHUGAI PHARMACEUTICAL CO LTD (n/a) - 2.91% | EOG RESOURCES INC (EOG) - 3.85% |
| #11 | ABBVIE INC (ABBV) - 2.87% | TARGA RESOURCES CORP (TRGP) - 3.69% |
| #12 | EDWARDS LIFESCIENCES CORP (EW) - 2.80% | DEVON ENERGY CORP (DVN) - 3.59% |
| #13 | SANDOZ GROUP AG REGISTERED SHARES (n/a) - 2.70% | ONEOK INC (OKE) - 3.44% |
| #14 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.64% | MARATHON PETROLEUM CORP (MPC) - 3.36% |
| #15 | VENTAS INC (VTR) - 2.62% | HALLIBURTON CO (HAL) - 2.49% |
| #16 | MEDTRONIC PLC (MDT) - 2.58% | DIAMONDBACK ENERGY INC (FANG) - 2.12% |
| #17 | STRYKER CORP (SYK) - 2.46% | EQT CORP (EQT) - 2.07% |
| #18 | ALCON INC (ALC) - 2.28% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.37% |
| #19 | BEONE MEDICINES LTD ADR (ONC) - 2.15% | TEXAS PACIFIC LAND CORP (TPL) - 1.26% |
| #20 | CELLTRION INC (n/a) - 2.08% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.11% |
| #21 | HANSOH PHARMACEUTICAL GROUP CO LTD (n/a) - 2.05% | US DOLLARS (n/a) - 1.05% |
| #22 | ASTELLAS PHARMA INC (n/a) - 2.03% | APA CORP (APA) - 1.05% |
| #23 | UNITED THERAPEUTICS CORP (UTHR) - 1.83% | EOG US 05/15/26 C160 (n/a) - 0.00% |
| #24 | DEXCOM INC (DXCM) - 1.73% | CVX US 05/15/26 C230 (n/a) - 0.00% |
| #25 | BOSTON SCIENTIFIC CORP (BSX) - 1.69% | CVX US 05/15/26 C220 (n/a) - 0.00% |
| Total Holdings | 82 | 179 |
AGNG vs WEEI - Historical Returns
Returns include dividend reinvestment.
1M
AGNG
-0.17%
Winner
WEEI
+0.76%
3M
AGNG
-1.96%
Winner
WEEI
+2.41%
6M
AGNG
-1.55%
Winner
WEEI
+16.79%
1Y
AGNG
+9.53%
Winner
WEEI
+27.56%
5Y(CAGR)
AGNG
+3.69%
WEEI
N/A
10Y(CAGR)
AGNG
+9.32%
WEEI
N/A
Max(CAGR)
AGNG
+9.36%
Winner
WEEI
+11.66%
AGNG vs WEEI - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | AGNG | WEEI |
|---|---|---|
| 2026 | -2.46% | +15.34% |
| 2025 | +20.80% | +10.32% |
| 2024 | +6.51% | -3.12% |
| 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 WEEI Drawdown Comparison
The maximum drawdown for AGNG was -30.58%, occurring on Mar 23, 2020. Recovery took 73 trading sessions.
The maximum drawdown for WEEI was -18.79%, occurring on Apr 8, 2025. Recovery took 241 trading sessions.
The current AGNG drawdown is -8.52%. The current WEEI drawdown is -4.15%.
| Rank | AGNG | WEEI |
|---|---|---|
| #1 | -30.58% Feb 21, 2020 - Jun 5, 2020 | -18.79% Nov 22, 2024 - Nov 11, 2025 |
| #2 | -25.66% Sep 2, 2021 - Jul 10, 2024 | -8.25% May 17, 2024 - Nov 6, 2024 |
| #3 | -19.76% Oct 1, 2018 - Oct 29, 2019 | -7.66% Mar 27, 2026 - May 18, 2026 |
| #4 | -14.48% Aug 30, 2024 - Jul 23, 2025 | -5.88% May 19, 2026 - May 29, 2026 |
| #5 | -11.61% Aug 5, 2016 - Mar 1, 2017 | -3.63% Dec 11, 2025 - Jan 2, 2026 |
| #6 | -11.45% Feb 23, 2026 - Jun 2, 2026 | -2.48% Nov 14, 2025 - Dec 3, 2025 |
| #7 | -10.32% Jan 26, 2018 - Jul 6, 2018 | -2.24% Jan 5, 2026 - Jan 13, 2026 |
| #8 | -9.12% Feb 12, 2021 - Jun 7, 2021 | -1.13% Feb 11, 2026 - Feb 18, 2026 |
| #9 | -8.60% Oct 12, 2020 - Nov 9, 2020 | -1.00% Dec 4, 2025 - Dec 10, 2025 |
| #10 | -5.66% Jun 8, 2020 - Jun 23, 2020 | -0.89% Nov 11, 2025 - Nov 14, 2025 |
| #11 | -5.54% Jul 21, 2017 - Sep 1, 2017 | -0.88% Jan 30, 2026 - Feb 3, 2026 |
| #12 | -5.25% Sep 2, 2020 - Oct 5, 2020 | -0.76% May 9, 2024 - May 17, 2024 |
| #13 | -4.61% Jun 6, 2016 - Aug 5, 2016 | -0.72% Mar 2, 2026 - Mar 11, 2026 |
| #14 | -4.22% Jan 25, 2021 - Feb 12, 2021 | -0.51% Nov 6, 2024 - Nov 13, 2024 |
| #15 | -4.16% Sep 8, 2025 - Oct 1, 2025 | -0.46% Nov 18, 2024 - Nov 20, 2024 |
Correlation
Correlation between AGNG and WEEI is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2016 - 2026)
AGNG vs WEEI dividend yield comparison.
| Year | AGNG | WEEI |
|---|---|---|
| 2026 | 0.00% | 5.69% |
| 2025 | 0.88% | 12.59% |
| 2024 | 0.83% | 7.20% |
| 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% |
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