Global X Aging Population ETF
AGNG - ETF AI Analysis
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Global X Aging Population ETF (AGNG)
AGNG, the Global X Aging Population ETF, earns a solid overall rating largely because many of its biggest holdings—such as Merck, Medtronic, Johnson & Johnson, and Amgen—show strong financial performance, positive earnings outlooks, and strategic initiatives that support long-term growth in healthcare and aging-related sectors. However, several key positions, including Eli Lilly, Roche, and others, face risks like high valuation, leverage, and overbought technical signals, and the fund’s focus on a single demographic and healthcare theme means investors are exposed to sector and theme concentration risk.
AGNG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 98.84M
- Region
- Developed Markets
- Expense Ratio
- 0.50%
- Beta
- 0.44
- Issuer
- Global X
- Inception Date
- May 09, 2016
- Dividend Yield
- 0.81%
- Asset Class
- Equity
- Index Tracked
- Indxx Aging Population Thematic Index
AGNG Summary
AGNG is the Global X Aging Population ETF, built to follow the Indxx Aging Population Thematic Index. It focuses on companies that benefit from an older global population, mainly in healthcare, pharmaceuticals, and senior living. Well-known holdings include Eli Lilly and Johnson & Johnson. Investors might consider AGNG for long-term growth tied to rising demand for medicines, medical devices, and senior care as people live longer. However, because it is heavily focused on healthcare and aging-related businesses, its value can go up or down significantly if that sector or theme falls out of favor.
How much will it cost me?
AGNG has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 invested. This is a bit higher than the average broad-market index ETF because AGNG is a specialized, thematic fund that requires more research and active selection of companies tied to the aging population trend.
What would affect this ETF?
AGNG could benefit over time from the steady global trend of aging populations, which supports demand for healthcare, pharmaceuticals, and senior living companies like AbbVie, Eli Lilly, and Welltower in developed markets. On the downside, changes in government healthcare policies, drug pricing rules, or interest rates that affect real estate and senior housing, as well as economic slowdowns that pressure healthcare spending, could weigh on the ETF’s future performance.
AGNG Top 10 Holdings
AGNG is powered by a roster of big healthcare names, with Amgen, Eli Lilly, AbbVie, and Roche doing much of the heavy lifting as their shares keep rising on strong drug pipelines and upbeat earnings. Johnson & Johnson and Edwards Lifesciences add steady support, reinforcing the fund’s tilt toward pharmaceuticals and medical devices. On the softer side, Merck has been a bit mixed lately, while senior-housing REIT Welltower and Medtronic have lagged at times, slightly dragging on returns. Overall, this is a developed-markets play tightly focused on the aging population theme.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 LLY | Eli Lilly & Co | 3.83% | $3.78M | $1.27T | 44.44% | 72Outperform |
 ABBV | AbbVie | 3.63% | $3.58M | $514.92B | 32.99% | 66Neutral |
 AMGN | Amgen | 3.47% | $3.43M | $249.05B | 45.89% | 77Outperform |
 EW | Edwards Lifesciences | 3.41% | $3.36M | $58.73B | 23.90% | 79Outperform |
 MRK | Merck & Company | 3.21% | $3.17M | $361.73B | 71.05% | 80Outperform |
 MDT | Medtronic | 3.19% | $3.15M | $130.22B | 13.04% | 80Outperform |
 WELL | Welltower | 3.18% | $3.14M | $179.74B | 30.49% | 77Outperform |
 CH:RO | Roche Holding Ltd | 3.16% | $3.12M | CHF 311.56B | 44.30% | 74Outperform |
 REGN | Regeneron | 3.16% | $3.11M | $93.54B | 39.80% | 78Outperform |
 JNJ | Johnson & Johnson | 3.02% | $2.98M | $664.95B | 47.73% | 78Outperform |
AGNG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AGNG, the sentiment is Positive. The current price of 40.28 is above the 20-day moving average (MA) of 38.52, above the 50-day MA of 37.60, and above the 200-day MA of 36.60, indicating a bullish trend. The MACD of 0.90 indicates Negative momentum. The RSI at 67.93 is Neutral, neither overbought nor oversold. The STOCH value of 77.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AGNG.
AGNG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| AGNG | $40.28 | $40.00(-0.70% Downside) | $98.84M | 0.50% | 64Neutral |
 WISE | $28.19 | $51.45(82.49% Upside) | $19.81M | 0.35% | 58Neutral |
 FOWF | $33.12 | $44.54(34.47% Upside) | $14.18M | 0.49% | 70Neutral |
 IVEP | $21.87 | $34.54(57.94% Upside) | $12.77M | 0.75% | 70Outperform |
 SPAM | $42.13 | $50.28(19.36% Upside) | $6.38M | 0.35% | 64Neutral |
 EFRA | $35.27 | $39.88(13.07% Upside) | $5.65M | 0.47% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| AGNG | Global X Aging Population ETF | 40.28 | 5.02 | 14.22% | |
| WISE | Themes Generative Artificial Intelligence ETF | 28.19 | -13.33 | -32.10% | |
| FOWF | Pacer Solactive Whitney Future of Warfare ETF | 33.12 | 2.40 | 7.81% | |
| IVEP | Dan IVES Wedbush AI Power & Infrastructure ETF | 21.87 | -4.23 | -16.20% | |
| SPAM | Themes Cybersecurity ETF | 42.13 | 8.22 | 24.24% | |
| EFRA | iShares Environmental Infrastructure and Industrials ETF | 35.27 | 2.64 | 8.08% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.