AIMS vs AGNG

Comparison between ACUITAS SMALL CAP ACTIVE ETF (AIMS, ETF) and GLOBAL X AGING POPULATION ETF (AGNG, ETF).

AIMS vs AGNG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIMS(ETF)	AGNG(ETF)
Net Assets	$82M	$82M
Expense Ratio	0.75%	0.50%
Max Drawdown	8.32%	30.58%
Sharpe Ratio	0.94	0.60
5Y Beta	1.19	0.52
P/E Ratio	49.11	31.81
Forward P/E	16.07	18.20
5Y Dividends CAGR	N/A	13.61%
5Y EPS CAGR	11.17%	10.68%
Debt to Equity	-17.44%	-55.48%
P/S Ratio	1.19	3.94
P/B Ratio	2.41	3.91

Net Assets

Winner

AIMS

$82M

AGNG

$82M

Expense Ratio

AIMS

0.75%

Winner

AGNG

0.50%

Max Drawdown

Winner

AIMS

8.32%

AGNG

30.58%

Sharpe Ratio

Winner

AIMS

0.94

AGNG

0.60

5Y Beta

AIMS

1.19

Winner

AGNG

0.52

P/E Ratio

AIMS

49.11

Winner

AGNG

31.81

Forward P/E

Winner

AIMS

16.07

AGNG

18.20

5Y Dividends CAGR

AIMS

N/A

AGNG

13.61%

5Y EPS CAGR

Winner

AIMS

11.17%

AGNG

10.68%

Debt to Equity

AIMS

-17.44%

Winner

AGNG

-55.48%

P/S Ratio

Winner

AIMS

1.19

AGNG

3.94

P/B Ratio

Winner

AIMS

2.41

AGNG

3.91

AIMS vs AGNG - Holdings Comparison

AIMS and AGNG have 3 common holdings. Overlap is 0.50%

AIMS's top 25 holdings weight is 24.70%. AGNG's top 25 holdings weight is 69.82%.

Rank	AIMS	AGNG
#1	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 1.90%	UCB SA (n/a) - 4.80%
#2	PDF SOLUTIONS INC (PDFS) - 1.37%	JOHNSON & JOHNSON (JNJ) - 3.84%
#3	COVENANT LOGISTICS GROUP INC CLASS A (CVLG) - 1.25%	ASTRAZENECA PLC (n/a) - 3.78%
#4	TRIUMPH FINANCIAL INC (TFIN) - 1.20%	WELLTOWER INC (WELL) - 3.71%
#5	PREFORMED LINE PRODUCTS CO (PLPC) - 1.14%	MERCK & CO INC (MRK) - 3.65%
#6	LIGAND PHARMACEUTICALS INC (LGND) - 1.10%	ROCHE HOLDING AG BEARER SHARES (n/a) - 3.28%
#7	ADEIA INC (ADEA) - 1.08%	REGENERON PHARMACEUTICALS INC (REGN) - 3.27%
#8	METROPOLITAN BANK HOLDING CORP (MCB) - 1.01%	ELI LILLY AND CO (LLY) - 3.05%
#9	LEMAITRE VASCULAR INC (LMAT) - 1.01%	AMGEN INC (AMGN) - 3.02%
#10	KODIAK GAS SERVICES INC (KGS) - 1.01%	CHUGAI PHARMACEUTICAL CO LTD (n/a) - 2.91%
#11	DIGI INTERNATIONAL INC (DGII) - 0.99%	ABBVIE INC (ABBV) - 2.87%
#12	TERAWULF INC (WULF) - 0.98%	EDWARDS LIFESCIENCES CORP (EW) - 2.80%
#13	MESA LABORATORIES INC (MLAB) - 0.95%	SANDOZ GROUP AG REGISTERED SHARES (n/a) - 2.70%
#14	COASTAL FINANCIAL CORP (CCB) - 0.92%	BRISTOL-MYERS SQUIBB CO (BMY) - 2.64%
#15	UFP TECHNOLOGIES INC (UFPT) - 0.92%	VENTAS INC (VTR) - 2.62%
#16	STONEX GROUP INC (SNEX) - 0.87%	MEDTRONIC PLC (MDT) - 2.58%
#17	BUSINESS FIRST BANCSHARES INC (BFST) - 0.85%	STRYKER CORP (SYK) - 2.46%
#18	IRADIMED CORP (IRMD) - 0.82%	ALCON INC (ALC) - 2.28%
#19	n/a (PWP) - 0.82%	BEONE MEDICINES LTD ADR (ONC) - 2.15%
#20	RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.80%	CELLTRION INC (n/a) - 2.08%
#21	ASTRANA HEALTH INC (ASTH) - 0.77%	HANSOH PHARMACEUTICAL GROUP CO LTD (n/a) - 2.05%
#22	KOPPERS HOLDINGS INC (KOP) - 0.75%	ASTELLAS PHARMA INC (n/a) - 2.03%
#23	OIL-DRI CORP OF AMERICA (ODC) - 0.74%	UNITED THERAPEUTICS CORP (UTHR) - 1.83%
#24	KARAT PACKAGING INC (KRT) - 0.73%	DEXCOM INC (DXCM) - 1.73%
#25	DUCOMMUN INC (DCO) - 0.72%	BOSTON SCIENTIFIC CORP (BSX) - 1.69%
Total Holdings	287	82

AIMS vs AGNG - Historical Returns

Returns include dividend reinvestment.

Period	AIMS	AGNG
1 month	+0.02%	+0.08%
3 months	+10.15%	-4.38%
6 months	N/A	-3.37%
1 year	N/A	+11.81%
5 years(CAGR)	N/A	+4.40%
10 years(CAGR)	N/A	+8.92%
Max(CAGR)	+23.05%	+9.30%

AIMS

+0.02%

Winner

AGNG

+0.08%

Winner

AIMS

+10.15%

AGNG

-4.38%

AIMS

N/A

AGNG

-3.37%

AIMS

N/A

AGNG

+11.81%

5Y(CAGR)

AIMS

N/A

AGNG

+4.40%

10Y(CAGR)

AIMS

N/A

AGNG

+8.92%

Max(CAGR)

Winner

AIMS

+23.05%

AGNG

+9.30%

AIMS vs AGNG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	AIMS	AGNG
2026	+6.75%	-3.14%
2025	N/A	+20.80%
2024	N/A	+6.51%
2023	N/A	+9.20%
2022	N/A	-8.75%
2021	N/A	+4.66%
2020	N/A	+18.43%
2019	N/A	+26.56%
2018	N/A	-2.28%
2017	N/A	+28.17%
2016	N/A	+0.07%

AIMS vs AGNG Drawdown Comparison

The maximum drawdown for AIMS was -8.32%, occurring on Mar 20, 2026. Recovery took 40 trading sessions.

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

The current AIMS drawdown is -2.35%. The current AGNG drawdown is -9.16%.

Rank	AIMS	AGNG
#1	-8.32% Feb 10, 2026 - Apr 9, 2026	-30.58% Feb 21, 2020 - Jun 5, 2020
#2	-4.10% May 6, 2026 - May 26, 2026	-25.66% Sep 2, 2021 - Jul 10, 2024
#3	-2.35% Jun 4, 2026 - Jun 5, 2026	-19.76% Oct 1, 2018 - Oct 29, 2019
#4	-2.19% Apr 20, 2026 - May 1, 2026	-14.48% Aug 30, 2024 - Jul 23, 2025
#5	-1.35% Jun 2, 2026 - Jun 4, 2026	-11.61% Aug 5, 2016 - Mar 1, 2017
#6	-1.21% May 1, 2026 - May 5, 2026	-11.45% Feb 23, 2026 - Jun 2, 2026
#7	-1.16% May 26, 2026 - Jun 2, 2026	-10.32% Jan 26, 2018 - Jul 6, 2018
#8	-0.34% Apr 9, 2026 - Apr 13, 2026	-9.12% Feb 12, 2021 - Jun 7, 2021
#9	-0.25% Apr 14, 2026 - Apr 17, 2026	-8.60% Oct 12, 2020 - Nov 9, 2020
#10	N/A	-5.66% Jun 8, 2020 - Jun 23, 2020
#11	N/A	-5.54% Jul 21, 2017 - Sep 1, 2017
#12	N/A	-5.25% Sep 2, 2020 - Oct 5, 2020
#13	N/A	-4.61% Jun 6, 2016 - Aug 5, 2016
#14	N/A	-4.22% Jan 25, 2021 - Feb 12, 2021
#15	N/A	-4.16% Sep 8, 2025 - Oct 1, 2025

Correlation

Correlation between AIMS and AGNG is -0.52 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.52

-101