AGNG ranks 2nd and PWRD 9th of 18 funds in the Global Thematic Category.
AGNG vs PWRD
AGNG −0.25pt a year
0.50%0.75%
PWRD 9.1×the volume
10.4K95.4K
PWRD +7.3pt
+17.7%+25.0%
AGNG vs PWRD Performance
+18.0%−4.6%
- AGNG 0.50%, better
- PWRD 0.75%
- AGNG $96M
- PWRD $1.42B
- AGNG +18.0%, better
- PWRD −4.6%
- AGNG 0.83%, better
- PWRD 0.06%
- AGNG 87
- PWRD 29
- AGNG 10.4K sh
- PWRD 95.4K sh, better
- AGNG $39.56
- PWRD $97.55
ETF.net Grade
| Pillar | AGNG | PWRD |
|---|---|---|
| Cost | B67Higher | F19 |
| Mission | ||
| Risk | A80Higher | C49 |
| Tradability | B63 | A89Higher |
| Holdings | A76Higher | C49 |
| Durability | A74 | A76Higher |
Rank among Global Thematic funds
Same Category. AGNG and PWRD are both graded against the same 18 Global Thematic funds, so their Grades compare head to head.
Our read on each fund
AGNGA
PWRDC
In short
AGNG AGNG plays the one trend nobody needs a crystal ball for: people getting older. About 80 developed-market names in medical devices, pharma and senior living, wrapped around an aging-population index, for 0.50% a year.
PWRD A concentrated global bet on the machinery of energy: roughly 30 companies tied to how the world sources, produces and consumes power. Broader than a solar index, and far narrower than a sector fund.
Stated mandate
AGNG The Fund seeks to track, before fees and expenses, the price and yield performance of the Indxx Aging Population Thematic Index.
PWRD The fund seeks long-term capital growth by investing in companies expected to benefit from worldwide changes in the systems used to source, produce, and consume energy and power.
Why people hold it
Worth knowing
AGNG vs PWRD Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
AGNG vs PWRD Cost
Overpaying PWRD vs AGNG
$4,503
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
AGNG 0.50%
$9,979
PWRD 0.75%
$14,482
Cost over time
Year by year
| Year | AGNG | PWRD | Overpaying |
|---|---|---|---|
| 10 | $900 | $1,336 | $436 |
| 20 | $3,460 | $5,078 | $1,618 |
| 30 | $9,979 | $14,482 | $4,503 |
- 0.50%AGNG, cheaper
- 0.75%PWRD
- Middle half of Global Thematic funds
- Median 0.58%
AGNG 7th cheapest of 18 funds
PWRD 14th cheapest of 18 funds
AGNG vs PWRD Dividends
- AGNG 0.83%, better
- PWRD 0.06%
- AGNG $0.33
- PWRD $0.06
- AGNG $0.16
- PWRD $0.06
- AGNG Jun 29, 2026
- PWRD Jun 23, 2026
- AGNG Jul 7, 2026
- PWRD Jun 25, 2026
- AGNG Twice a year
- PWRD Annual
Distribution history
AGNG vs PWRD Risk
Fall from peak · 5 years
Risk facts
- Volatility
- AGNG 13.1%, betterPWRD 22.5%
- Return per unit of risk
- AGNG 0.98, betterPWRD 0.91
- Worst fall
- AGNG −23.9%PWRD −25.9%
- Market sensitivity
- AGNG 0.60PWRD 1.19
Popular comparisons
- 0.50% · 0.45%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.75% · 0.45%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.50% · 0.18%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.75% · 0.18%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.50% · 0.47%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.75% · 0.47%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.