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Global X Aging Population ETF(AGNG)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AGNG
09/25/2026: AGNG (1-star) is currently NOT-A-BUY. Pass it for now.
Global X Aging Population ETF (AGNG) provides targeted exposure to companies expected to benefit from the growing global elderly demographic, primarily within the healthcare and services industries. Its strengths include a clear, thematic investment mandate and exposure to high-quality companies, though it faces liquidity and fee competition from broader healthcare ETFs. It is best used as a long-term satellite holding to capture secular growth trends. Investors should monitor healthcare policy changes and sector-specific valuation shifts, as the fund is subject to regulatory and concentration risks. It is best suited for investors with a long-term horizon who are looking to supplement a core portfolio with thematic exposure.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The aging population theme represents a long-term structural growth opportunity that spans multiple decades. |
| Momentum investor | Mixed fit | The ETF may provide momentum opportunities during cycles of high interest in healthcare or aging-related innovation, conditional on a positive trend. |
| Value investor | Mixed fit | While many healthcare stocks are value-oriented, the thematic index focus may include high-multiple growth companies. |
| Dividend/Income investor | Mixed fit | Many mature healthcare and pharma firms in the portfolio pay dividends, offering some income potential. |
| Low-risk investor | Mixed fit | The healthcare focus is generally defensive, but thematic ETFs can experience higher volatility than broad market indices. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term thematic investor looking to capitalize on demographic trends.
Suitability
Best suited for long-term investors seeking satellite exposure to secular growth themes rather than active traders or purely passive index followers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Thematic funds can experience price swings based on sentiment toward specific healthcare sub-sectors. |
| Market risk | Medium / high | Like all equity-based ETFs, the fund is subject to general market downturns and economic instability. |
| Concentration | Medium / high | The fund focuses specifically on the aging theme, lacking the diversification of a total market or broad sector fund. |
| Tracking/expense | Low | The expense ratio is standard for a thematic fund, and tracking error has historically remained within acceptable bounds. |
| Liquidity | Medium | Lower average daily volume compared to major ETFs may result in higher costs when entering or exiting large positions. |
| Business/sector quality | Low | The companies included are typically established, high-quality firms within the healthcare and service sectors. |
Risk Analysis
Volatility
AGNG exhibits moderate volatility consistent with the healthcare sector, though thematic concentration can periodically exacerbate movements.
Market Risk
The fund is primarily exposed to equity market risk and healthcare industry-specific regulatory risks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Healthcare (Pharmaceuticals, Biotechnology, Medical Devices) | 65 | This sector provides essential services and treatments to the aging demographic, driving fundamental long-term growth. |
| Industry | Senior Living and Assisted Care Services | 20 | Companies providing housing and care services are direct beneficiaries of the rising demand for senior-specific infrastructure. |
| Geography | Developed Markets (US, Japan, Western Europe) | 10 | These regions have the most significant demographic shifts toward aging, creating stable demand for related services. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Minor cash holdings are maintained for liquidity and to manage daily fund operations. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 38.96% | Avg. Invested days 98 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 26, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $89.18M |
| Issuer | Global X Funds |
| Expense Ratio | 0.5% |
| Distribution Yield | 0.86% |
| Inception | May 9, 2016 |
| Index Tracked | Indxx Aging Population Thematic Index |
Performance
| Period | Total Return |
|---|---|
| YTD | +2.79% |
| 1 Year | +12.01% |
| 3 Year | +12.78% |
| 5 Year | +4.96% |
| 10 Year | +9.23% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 13.59% |
| 3Y Volatility | 12.93% |
| 3Y Sharpe Ratio | 0.63 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 41.38% |
| Mid Cap | 28.83% |
| Mega Cap | 14.79% |
| Small Cap | 11.78% |
| Micro Cap | 3.07% |
Top Sectors
| Sector | Weight |
|---|---|
| Healthcare | 91.06% |
| Real Estate | 8.95% |
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 18.9x |
| Portfolio P/B | 3.23x |
| Portfolio P/S | 3.39x |
| Holdings Turnover | 13.34% |
Top Holdings
| Holding | Weight |
|---|---|
| AbbVie | 3.70% |
| Eli Lilly and | 3.67% |
| Merck & | 3.57% |
| Amgen | 3.38% |
| Welltower | 3.35% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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