AGNG - ETF AI Analysis
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Global X Aging Population ETF (AGNG)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered positive returns so far this year, showing steady overall progress for investors.
Leading Health Care Holdings
Several major health care stocks in the top holdings, such as Eli Lilly, AbbVie, and Merck, have shown strong performance and support the fund’s results.
Global Diversification
While most assets are in the U.S., the fund also invests across multiple countries, which helps spread geographic risk.
Negative Factors
High Health Care Concentration
With most of the portfolio in the health care sector, the ETF is heavily exposed to sector-specific risks and policy changes.
Mixed Performance Among Top Holdings
At least one key holding has shown weak recent performance, which can drag on the fund even when other stocks are doing well.
Moderate Expense Ratio
The fund’s fees are not extremely high but are meaningfully above many broad market ETFs, slightly reducing net returns over time.
AGNG vs. SPDR S&P 500 ETF (SPY)
AUM89.18M
RegionDeveloped Markets
Expense Ratio0.50%
Beta0.49
IssuerGlobal X
Inception DateMay 09, 2016
Dividend Yield0.89%
Asset ClassEquity
Index TrackedIndxx Aging Population Thematic Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,672
30 Day Avg. Volume10,894
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
43.14Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering83
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AGNG Summary
AGNG, the Global X Aging Population ETF, follows the Indxx Aging Population Thematic Index and focuses on companies that benefit from the world’s growing number of older adults. It mainly holds healthcare, pharmaceutical, and senior living businesses, including well-known names like Johnson & Johnson and Eli Lilly. Investors might consider AGNG for long-term growth tied to rising healthcare and consumer needs as people live longer and spend more on medical care and age-related services. However, this ETF is heavily tilted toward healthcare stocks, so its value can go up and down with changes in that sector and the broader stock market.
How much will it cost me?The Global X Aging Population ETF (AGNG) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed to focus on a specific theme, targeting companies benefiting from the aging population trend.
What would affect this ETF?The Global X Aging Population ETF (AGNG) could benefit from the growing demand for healthcare and senior living services as populations in developed markets age, driving long-term growth for its top holdings like AbbVie and Johnson & Johnson. However, potential risks include regulatory changes in healthcare and real estate sectors or economic downturns that could reduce consumer spending on these services. Interest rate increases may also negatively impact real estate investments within the ETF.
AGNG Top 10 Holdings
AGNG is powered by a heavyweight lineup of big pharma and healthcare names, with Merck, Amgen, AbbVie, Johnson & Johnson, and Roche doing most of the heavy lifting as their shares have been steadily rising. Eli Lilly, usually a market darling, has lost a bit of steam lately, while senior-housing REIT Welltower has been more mixed, adding some real estate flavor to the mix. Overall, this is a health-care-centric, developed-markets fund squarely aimed at the aging population theme, with performance driven by a handful of dominant drug and medical-device makers.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| AbbVie | 3.68% | $3.29M | $468.66B | 21.31% | 66 Neutral | |
| Merck & Company | 3.55% | $3.18M | $372.32B | 90.70% | 80 Outperform | |
| Eli Lilly & Co | 3.55% | $3.18M | $1.10T | 63.12% | 72 Outperform | |
| Amgen | 3.36% | $3.01M | $221.79B | 49.73% | 77 Outperform | |
| Johnson & Johnson | 3.29% | $2.94M | $648.72B | 52.30% | 78 Outperform | |
| Welltower | 3.27% | $2.93M | $166.05B | 36.06% | 77 Outperform | |
| Roche Holding Ltd | 3.23% | $2.90M | CHF290.87B | 40.87% | 74 Outperform | |
| Edwards Lifesciences | 3.21% | $2.88M | $51.17B | 13.90% | 79 Outperform | |
| Regeneron | 3.08% | $2.76M | $82.77B | 43.30% | 78 Outperform | |
| ― | 3.04% | $2.72M | ― | ― | ― |
AGNG Technical Analysis
Negative
―
Price Trends
37.60
Negative
36.46
Positive
36.37
Positive
Market Momentum
-0.26
Positive
42.70
Neutral
27.37
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AGNG, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 37.35, equal to the 50-day MA of 37.60, and equal to the 200-day MA of 36.37, indicating a neutral trend. The MACD of -0.26 indicates Positive momentum. The RSI at 42.70 is Neutral, neither overbought nor oversold. The STOCH value of 27.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AGNG.
AGNG Peer Comparison
Comparison Results
Performance Comparison
AGNG
Global X Aging Population ETF
36.89
4.28
13.12%
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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