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AGNG - ETF AI Analysis

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AGNG

Global X Aging Population ETF (AGNG)

Rating:64Neutral
Price Target:
$38.00
The Global X Aging Population ETF (AGNG) has a solid overall rating, reflecting its focus on companies benefiting from demographic trends like aging populations. Strong holdings such as Regeneron and Medtronic contribute positively to the fund’s rating due to their robust financial performance, strategic investments, and growth potential. However, weaker holdings like AbbVie, with concerns over financial stability and bearish momentum, slightly weigh on the ETF’s overall score. Investors should note the potential risks of sector concentration in healthcare-related industries.
Positive Factors
Strong Top Holdings
Several key holdings, such as AbbVie, AstraZeneca, and Johnson & Johnson, have shown strong year-to-date performance, supporting the ETF's overall returns.
Health Care Focus
The ETF's heavy allocation to the health care sector provides exposure to a stable and growing industry driven by aging population trends.
Consistent Performance
The ETF has delivered steady gains across multiple timeframes, including year-to-date, three months, and one month.
Negative Factors
High Sector Concentration
Nearly 80% of the ETF is allocated to health care, which limits diversification and increases vulnerability to sector-specific risks.
Limited Geographic Diversification
With over 66% of assets concentrated in U.S. companies, the ETF has limited exposure to international markets.
Moderate Expense Ratio
The ETF's expense ratio of 0.5% is higher than some low-cost alternatives, which could slightly reduce net returns over time.

AGNG vs. SPDR S&P 500 ETF (SPY)

AGNG Summary

The Global X Aging Population ETF (AGNG) is an investment fund designed to benefit from the growing demand for products and services tailored to older adults. It focuses on companies in healthcare, pharmaceuticals, and senior living, which are well-positioned to serve the needs of aging populations worldwide. Some of its top holdings include well-known companies like Johnson & Johnson and AbbVie. Investors might consider AGNG for long-term growth opportunities tied to this demographic trend. However, it’s important to note that the ETF is heavily concentrated in healthcare, meaning its performance could be impacted by changes in that 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

The Global X Aging Population ETF is heavily concentrated in healthcare, with names like Eli Lilly, AstraZeneca, and Johnson & Johnson leading the charge. Eli Lilly has been rising steadily, thanks to its robust pipeline and market share gains, while AstraZeneca’s oncology advancements are keeping it on solid footing despite challenges in China. Johnson & Johnson remains a steady performer, bolstered by strategic product launches. However, Regeneron’s mixed signals, including short-term volatility, may be holding the fund back slightly. With its focus on developed markets, this ETF is a clear bet on the growing healthcare needs of aging populations.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
4.04%$3.03M
Welltower3.55%$2.66M$137.22B44.97%
72
Outperform
Eli Lilly & Co3.52%$2.64M$1.00T41.67%
76
Outperform
AstraZeneca3.34%$2.51M$280.47B38.66%
75
Outperform
Johnson & Johnson3.32%$2.49M$491.26B31.40%
78
Outperform
Regeneron3.24%$2.43M$79.44B2.42%
81
Outperform
AbbVie3.20%$2.40M$417.60B33.53%
62
Neutral
Roche Holding Ltd3.17%$2.38MCHF252.45B20.99%
74
Outperform
Edwards Lifesciences3.07%$2.31M$49.40B20.79%
79
Outperform
Medtronic2.98%$2.23M$129.81B17.39%
80
Outperform

AGNG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
34.12
Positive
100DMA
33.43
Positive
200DMA
32.28
Positive
Market Momentum
MACD
0.47
Negative
RSI
70.52
Negative
STOCH
77.94
Neutral
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 undefined is equal to the 20-day moving average (MA) of 34.64, equal to the 50-day MA of 34.12, and equal to the 200-day MA of 32.28, indicating a bullish trend. The MACD of 0.47 indicates Negative momentum. The RSI at 70.52 is Negative, neither overbought nor oversold. The STOCH value of 77.94 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
$75.12M0.50%
64
Neutral
$36.95M0.35%
64
Neutral
$5.92M0.49%
70
Outperform
$5.19M0.47%
63
Neutral
$4.82M0.58%
62
Neutral
$3.17M0.69%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AGNG
Global X Aging Population ETF
35.92
4.86
15.65%
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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.

Disclaimer

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.Date of analysis: ―
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