XBCI vs AGNG

Comparison between NEOS BOOSTED BITCOIN HIGH INCOME ETF (XBCI, ETF) and GLOBAL X AGING POPULATION ETF (AGNG, ETF).

XBCI vs AGNG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XBCI(ETF)	AGNG(ETF)
Net Assets	$85M	$85M
Expense Ratio	N/A	0.50%
Max Drawdown	40.86%	30.58%
Sharpe Ratio	-0.48	0.70
5Y Beta	2.50	0.51
P/E Ratio	N/A	34.14
Forward P/E	N/A	19.94
5Y Dividends CAGR	N/A	19.61%
5Y EPS CAGR	N/A	10.03%
Debt to Equity	N/A	-6.99%
P/S Ratio	N/A	4.34
P/B Ratio	N/A	4.26

Net Assets

Winner

XBCI

$85M

AGNG

$85M

Expense Ratio

XBCI

N/A

AGNG

0.50%

Max Drawdown

XBCI

40.86%

Winner

AGNG

30.58%

Sharpe Ratio

XBCI

-0.48

Winner

AGNG

0.70

5Y Beta

XBCI

2.50

Winner

AGNG

0.51

P/E Ratio

XBCI

N/A

AGNG

34.14

Forward P/E

XBCI

N/A

AGNG

19.94

5Y Dividends CAGR

XBCI

N/A

AGNG

19.61%

5Y EPS CAGR

XBCI

N/A

AGNG

10.03%

Debt to Equity

XBCI

N/A

AGNG

-6.99%

P/S Ratio

XBCI

N/A

AGNG

4.34

P/B Ratio

XBCI

N/A

AGNG

4.26

XBCI vs AGNG - Holdings Comparison

XBCI and AGNG have 0 common holdings. Overlap is 0.00%

XBCI's top 25 holdings weight is 20.43%. AGNG's top 25 holdings weight is 68.11%.

Rank	XBCI	AGNG
#1	ISHARES BITCOIN TRUST ETF (IBIT) - 12.68%	NOVO NORDISK AS CLASS B (n/a) - 3.95%
#2	VANECK BITCOIN ETF (HODL) - 6.95%	ELI LILLY AND CO (LLY) - 3.63%
#3	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.50%	ABBVIE INC (ABBV) - 3.48%
#4	NORTHERN US GOVERNMENT SELECT MMKT (NOSXX) - 0.30%	WELLTOWER INC (WELL) - 3.45%
#5	N/A	EDWARDS LIFESCIENCES CORP (EW) - 3.42%
#6	N/A	VENTAS INC (VTR) - 3.28%
#7	N/A	JOHNSON & JOHNSON (JNJ) - 3.17%
#8	N/A	ROCHE HOLDING AG BEARER SHARES (n/a) - 3.00%
#9	N/A	AMGEN INC (AMGN) - 3.00%
#10	N/A	MERCK & CO INC (MRK) - 2.96%
#11	N/A	BRISTOL-MYERS SQUIBB CO (BMY) - 2.88%
#12	N/A	STRYKER CORP (SYK) - 2.76%
#13	N/A	MEDTRONIC PLC (MDT) - 2.71%
#14	N/A	REGENERON PHARMACEUTICALS INC (REGN) - 2.57%
#15	N/A	UCB SA (n/a) - 2.52%
#16	N/A	CHUGAI PHARMACEUTICAL CO LTD (n/a) - 2.44%
#17	N/A	SANDOZ GROUP AG REGISTERED SHARES (n/a) - 2.44%
#18	N/A	ASTRAZENECA PLC (n/a) - 2.41%
#19	N/A	BEONE MEDICINES LTD ADR (ONC) - 2.32%
#20	N/A	ALCON INC (ALC) - 2.32%
#21	N/A	BOSTON SCIENTIFIC CORP (BSX) - 2.09%
#22	N/A	DEXCOM INC (DXCM) - 1.96%
#23	N/A	CELLTRION INC (n/a) - 1.95%
#24	N/A	HANSOH PHARMACEUTICAL GROUP CO LTD (n/a) - 1.74%
#25	N/A	ASTELLAS PHARMA INC (n/a) - 1.66%
Total Holdings	4	86

XBCI vs AGNG - Historical Returns

Returns include dividend reinvestment.

Period	XBCI	AGNG
1 month	+3.70%	+4.84%
3 months	-22.83%	+3.12%
6 months	-19.79%	-1.23%
1 year	N/A	+11.26%
5 years(CAGR)	N/A	+4.45%
10 years(CAGR)	N/A	+9.88%
Max(CAGR)	-37.74%	+9.69%

XBCI

+3.70%

Winner

AGNG

+4.84%

XBCI

-22.83%

Winner

AGNG

+3.12%

XBCI

-19.79%

Winner

AGNG

-1.23%

XBCI

N/A

AGNG

+11.26%

5Y(CAGR)

XBCI

N/A

AGNG

+4.45%

10Y(CAGR)

XBCI

N/A

AGNG

+9.88%

Max(CAGR)

XBCI

-37.74%

Winner

AGNG

+9.69%

XBCI vs AGNG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	XBCI	AGNG
2026	-19.79%	+1.62%
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%

XBCI vs AGNG Drawdown Comparison

The maximum drawdown for XBCI was -37.22%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

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

The current XBCI drawdown is -28.84%. The current AGNG drawdown is -4.70%.

Rank	XBCI	AGNG
#1	-37.22% May 11, 2026 - Jun 30, 2026	-30.58% Feb 21, 2020 - Jun 5, 2020
#2	-19.44% Feb 3, 2026 - Apr 15, 2026	-25.66% Sep 2, 2021 - Jul 10, 2024
#3	-3.63% Apr 22, 2026 - May 1, 2026	-19.76% Oct 1, 2018 - Oct 29, 2019
#4	-3.24% Apr 17, 2026 - Apr 22, 2026	-14.48% Aug 30, 2024 - Jul 23, 2025
#5	-2.33% May 5, 2026 - May 11, 2026	-11.61% Aug 5, 2016 - Mar 1, 2017
#6	N/A	-11.45% Feb 23, 2026 - Jun 2, 2026
#7	N/A	-10.32% Jan 26, 2018 - Jul 6, 2018
#8	N/A	-9.12% Feb 12, 2021 - Jun 7, 2021
#9	N/A	-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 XBCI and AGNG is -0.53 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.53

-101

Dividend Comparison (2016 - 2026)

XBCI vs AGNG dividend yield comparison.

Year	XBCI	AGNG
2026	25.33%	0.43%
2025	0.00%	0.88%
2024	0.00%	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%