AGNG - ETF AI Analysis
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Global X Aging Population ETF (AGNG)
Rating:64Neutral
Price Target:―
Positive Factors
Targeted Aging Population Theme
The fund focuses on companies that may benefit from an aging global population, giving investors exposure to a long-term demographic trend.
Global Diversification
Holdings spread across the U.S., Europe, and Asia help reduce the impact of problems in any single country.
Defensive Health Care Tilt
With most assets in health care, the ETF leans toward a sector that often holds up relatively well during economic slowdowns.
Negative Factors
Heavy Health Care Concentration
A large majority of the portfolio is in health care stocks, which increases risk if that sector struggles.
Mixed Recent Performance
The ETF has seen weak performance over the past few months, suggesting recent headwinds for its holdings.
Moderate Expense Ratio
The fund’s fees are not especially low, which can slightly reduce long-term returns compared with cheaper ETFs.
AGNG vs. SPDR S&P 500 ETF (SPY)
AUM81.33M
RegionDeveloped Markets
Expense Ratio0.50%
Beta0.54
IssuerGlobal X
Inception DateMay 09, 2016
Dividend Yield0.9%
Asset ClassEquity
Index TrackedIndxx Aging Population Thematic Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,994
30 Day Avg. Volume14,640
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
41.78Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering84
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AGNG Summary
The Global X Aging Population ETF (AGNG) follows the Indxx Aging Population Thematic Index and focuses on companies that benefit from the world’s growing number of older adults. Most of its holdings are in healthcare and related services, including well-known names like Amgen and Bristol-Myers Squibb, as well as senior housing companies. Someone might invest in AGNG to seek long-term growth from rising healthcare and senior care spending, while getting exposure to companies across several countries. A key risk is that it is heavily tilted toward healthcare and aging-related businesses, so its value can rise or fall with that specific sector.
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 heavily tilted toward healthcare names, with a global mix that leans on big drugmakers and senior-care real estate to ride the aging-population wave. Eli Lilly has been a key engine lately, with its stock rising and adding some spark to returns, while Ventas and Welltower, both focused on senior housing, are also pulling their weight. On the flip side, Regeneron has been losing altitude, and AbbVie’s more mixed performance has kept a lid on gains. Overall, the fund is concentrated in a few large healthcare players, so their mood swings matter a lot.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 3.79% | $3.08M | $1.09T | 38.28% | 72 Outperform | |
| ― | 3.64% | $2.96M | ― | ― | ― | |
| Edwards Lifesciences | 3.37% | $2.74M | $49.38B | 13.25% | 79 Outperform | |
| AbbVie | 3.29% | $2.67M | $397.12B | 19.18% | 66 Neutral | |
| Welltower | 3.17% | $2.57M | $148.71B | 40.57% | 77 Outperform | |
| Amgen | 3.11% | $2.52M | $191.09B | 20.32% | 77 Outperform | |
| Roche Holding Ltd | 3.10% | $2.52M | CHF259.40B | 16.62% | 74 Outperform | |
| Johnson & Johnson | 3.07% | $2.49M | $573.71B | 53.32% | 78 Outperform | |
| Merck & Company | 3.07% | $2.49M | $298.26B | 45.70% | 80 Outperform | |
| ― | 3.07% | $2.49M | ― | ― | ― |
AGNG Technical Analysis
Negative
―
Price Trends
35.34
Negative
36.05
Negative
35.43
Negative
Market Momentum
-0.10
Negative
47.73
Neutral
56.37
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 35.01, equal to the 50-day MA of 35.34, and equal to the 200-day MA of 35.43, indicating a bearish trend. The MACD of -0.10 indicates Negative momentum. The RSI at 47.73 is Neutral, neither overbought nor oversold. The STOCH value of 56.37 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
34.88
3.20
10.10%
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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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