WEEI vs AGNG
Comparison between Westwood Salient Enhanced Energy Income ETF (WEEI, ETF) and GLOBAL X AGING POPULATION ETF (AGNG, ETF).
WEEI vs AGNG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
WEEI
$82M
AGNG
$82M
Expense Ratio
WEEI
0.85%
Winner
AGNG
0.50%
Max Drawdown
Winner
WEEI
24.40%
AGNG
30.58%
Sharpe Ratio
Winner
WEEI
1.63
AGNG
0.51
5Y Beta
WEEI
0.53
Winner
AGNG
0.52
P/E Ratio
Winner
WEEI
22.92
AGNG
31.78
Forward P/E
Winner
WEEI
12.86
AGNG
18.67
PEG Ratio
WEEI
1.12
AGNG
N/A
5Y Dividends CAGR
WEEI
N/A
AGNG
13.61%
5Y EPS CAGR
Winner
WEEI
18.56%
AGNG
10.69%
Debt to Equity
WEEI
43.67%
Winner
AGNG
-55.48%
P/S Ratio
Winner
WEEI
1.68
AGNG
3.97
P/B Ratio
Winner
WEEI
2.56
AGNG
3.93
WEEI vs AGNG - Holdings Comparison
WEEI and AGNG have 1 common holdings. Overlap is -0.22%
WEEI's top 25 holdings weight is 101.46%. AGNG's top 25 holdings weight is 69.82%.
| Rank | WEEI | AGNG |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 24.11% | UCB SA (n/a) - 4.80% |
| #2 | CHEVRON CORP (CVX) - 13.56% | JOHNSON & JOHNSON (JNJ) - 3.84% |
| #3 | CONOCOPHILLIPS (COP) - 6.12% | ASTRAZENECA PLC (n/a) - 3.78% |
| #4 | VALERO ENERGY CORP (VLO) - 5.31% | WELLTOWER INC (WELL) - 3.71% |
| #5 | WILLIAMS COMPANIES INC (WMB) - 5.14% | MERCK & CO INC (MRK) - 3.65% |
| #6 | SLB LTD (SLB) - 5.04% | ROCHE HOLDING AG BEARER SHARES (n/a) - 3.28% |
| #7 | PHILLIPS 66 (PSX) - 3.97% | REGENERON PHARMACEUTICALS INC (REGN) - 3.27% |
| #8 | BAKER HUGHES CO CLASS A (BKR) - 3.89% | ELI LILLY AND CO (LLY) - 3.05% |
| #9 | KINDER MORGAN INC CLASS P (KMI) - 3.87% | AMGEN INC (AMGN) - 3.02% |
| #10 | EOG RESOURCES INC (EOG) - 3.85% | CHUGAI PHARMACEUTICAL CO LTD (n/a) - 2.91% |
| #11 | TARGA RESOURCES CORP (TRGP) - 3.69% | ABBVIE INC (ABBV) - 2.87% |
| #12 | DEVON ENERGY CORP (DVN) - 3.59% | EDWARDS LIFESCIENCES CORP (EW) - 2.80% |
| #13 | ONEOK INC (OKE) - 3.44% | SANDOZ GROUP AG REGISTERED SHARES (n/a) - 2.70% |
| #14 | MARATHON PETROLEUM CORP (MPC) - 3.36% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.64% |
| #15 | HALLIBURTON CO (HAL) - 2.49% | VENTAS INC (VTR) - 2.62% |
| #16 | DIAMONDBACK ENERGY INC (FANG) - 2.12% | MEDTRONIC PLC (MDT) - 2.58% |
| #17 | EQT CORP (EQT) - 2.07% | STRYKER CORP (SYK) - 2.46% |
| #18 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.37% | ALCON INC (ALC) - 2.28% |
| #19 | TEXAS PACIFIC LAND CORP (TPL) - 1.26% | BEONE MEDICINES LTD ADR (ONC) - 2.15% |
| #20 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.11% | CELLTRION INC (n/a) - 2.08% |
| #21 | US DOLLARS (n/a) - 1.05% | HANSOH PHARMACEUTICAL GROUP CO LTD (n/a) - 2.05% |
| #22 | APA CORP (APA) - 1.05% | ASTELLAS PHARMA INC (n/a) - 2.03% |
| #23 | EOG US 05/15/26 C160 (n/a) - 0.00% | UNITED THERAPEUTICS CORP (UTHR) - 1.83% |
| #24 | CVX US 05/15/26 C230 (n/a) - 0.00% | DEXCOM INC (DXCM) - 1.73% |
| #25 | CVX US 05/15/26 C220 (n/a) - 0.00% | BOSTON SCIENTIFIC CORP (BSX) - 1.69% |
| Total Holdings | 179 | 82 |
WEEI vs AGNG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WEEI
+0.76%
AGNG
-0.17%
3M
Winner
WEEI
+2.41%
AGNG
-1.96%
6M
Winner
WEEI
+16.79%
AGNG
-1.55%
1Y
Winner
WEEI
+27.56%
AGNG
+9.53%
5Y(CAGR)
WEEI
N/A
AGNG
+3.69%
10Y(CAGR)
WEEI
N/A
AGNG
+9.32%
Max(CAGR)
Winner
WEEI
+11.66%
AGNG
+9.36%
WEEI vs AGNG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | WEEI | AGNG |
|---|---|---|
| 2026 | +15.34% | -2.46% |
| 2025 | +10.32% | +20.80% |
| 2024 | -3.12% | +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% |
WEEI vs AGNG Drawdown Comparison
The maximum drawdown for WEEI was -18.79%, occurring on Apr 8, 2025. Recovery took 241 trading sessions.
The maximum drawdown for AGNG was -30.58%, occurring on Mar 23, 2020. Recovery took 73 trading sessions.
The current WEEI drawdown is -4.15%. The current AGNG drawdown is -8.52%.
| Rank | WEEI | AGNG |
|---|---|---|
| #1 | -18.79% Nov 22, 2024 - Nov 11, 2025 | -30.58% Feb 21, 2020 - Jun 5, 2020 |
| #2 | -8.25% May 17, 2024 - Nov 6, 2024 | -25.66% Sep 2, 2021 - Jul 10, 2024 |
| #3 | -7.66% Mar 27, 2026 - May 18, 2026 | -19.76% Oct 1, 2018 - Oct 29, 2019 |
| #4 | -5.88% May 19, 2026 - May 29, 2026 | -14.48% Aug 30, 2024 - Jul 23, 2025 |
| #5 | -3.63% Dec 11, 2025 - Jan 2, 2026 | -11.61% Aug 5, 2016 - Mar 1, 2017 |
| #6 | -2.48% Nov 14, 2025 - Dec 3, 2025 | -11.45% Feb 23, 2026 - Jun 2, 2026 |
| #7 | -2.24% Jan 5, 2026 - Jan 13, 2026 | -10.32% Jan 26, 2018 - Jul 6, 2018 |
| #8 | -1.13% Feb 11, 2026 - Feb 18, 2026 | -9.12% Feb 12, 2021 - Jun 7, 2021 |
| #9 | -1.00% Dec 4, 2025 - Dec 10, 2025 | -8.60% Oct 12, 2020 - Nov 9, 2020 |
| #10 | -0.89% Nov 11, 2025 - Nov 14, 2025 | -5.66% Jun 8, 2020 - Jun 23, 2020 |
| #11 | -0.88% Jan 30, 2026 - Feb 3, 2026 | -5.54% Jul 21, 2017 - Sep 1, 2017 |
| #12 | -0.76% May 9, 2024 - May 17, 2024 | -5.25% Sep 2, 2020 - Oct 5, 2020 |
| #13 | -0.72% Mar 2, 2026 - Mar 11, 2026 | -4.61% Jun 6, 2016 - Aug 5, 2016 |
| #14 | -0.51% Nov 6, 2024 - Nov 13, 2024 | -4.22% Jan 25, 2021 - Feb 12, 2021 |
| #15 | -0.46% Nov 18, 2024 - Nov 20, 2024 | -4.16% Sep 8, 2025 - Oct 1, 2025 |
Correlation
Correlation between WEEI and AGNG is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (2016 - 2026)
WEEI vs AGNG dividend yield comparison.
| Year | WEEI | AGNG |
|---|---|---|
| 2026 | 5.69% | 0.00% |
| 2025 | 12.59% | 0.88% |
| 2024 | 7.20% | 0.83% |
| 2023 | 0.00% | 0.96% |
| 2022 | 0.00% | 0.49% |
| 2021 | 0.00% | 0.72% |
| 2020 | 0.00% | 0.36% |
| 2019 | 0.00% | 0.83% |
| 2018 | 0.00% | 1.00% |
| 2017 | 0.00% | 1.04% |
| 2016 | 0.00% | 0.45% |
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