IVV vs TAGS
iShares Core S&P 500 ETF vs Teucrium Agricultural Fund ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | TAGS | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.00% | |
| AUM | $865.2B | $19M | |
| Dividend Yield | 1.09% | 0.00% | |
| Holdings | 508 | 6 | |
| YTD Return | +13.72% | +13.61% | |
| 1Y Return | +21.64% | +9.17% | |
| 3Y Return (annualized) | +21.55% | -5.56% | |
| 5Y Return (annualized) | +13.27% | -0.84% | |
| Volatility (annualized) | 15.1% | 15.5% | |
| Max Drawdown | -56.5% | -76.4% | |
| Fund Family | iShares by BlackRock (US) | Teucrium | |
| Category | Equity | Commodity | |
| Inception | May 15, 2000 | Mar 28, 2012 |
IVV vs TAGS Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Teucrium Agricultural Fund ETF (TAGS) is a ETF from Teucrium. Over the past year IVV returned +21.64% while TAGS returned +9.17%. Year to date, IVV is up 13.72% versus a gain of 13.61% for TAGS.
Over three years, IVV compounded at +21.55% per year against -5.56% for TAGS; over five years the annualized figures are +13.27% and -0.84% respectively. Across the full 14-year window we track, IVV has the edge at +7.04% annualized vs -4.44%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TAGS has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -76.4% for TAGS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.08. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
IVV charges 0.03% per year while TAGS charges 1.00%. On a $10,000 position that is $3 vs $100 annually, a gap of $97 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 0.00% for TAGS.
Holdings Overlap
IVV and TAGS share 0 holdings out of 509 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or TAGS?
IVV has an expense ratio of 0.03% while TAGS charges 1.00%. IVV is the cheaper option. On a $10,000 investment, that is $97 per year of difference.
Which performed better, IVV or TAGS?
Over the past year IVV returned +21.64% vs +9.17% for TAGS, so IVV leads on 1-year performance. Over the longest common window we track (14 years), IVV annualized +7.04% vs -4.44% for TAGS. Past performance does not guarantee future results.
Which is riskier, IVV or TAGS?
TAGS has been the more volatile fund at 15.5% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs TAGS -76.4%.
Should I hold both IVV and TAGS?
IVV and TAGS have a monthly-return correlation of 0.08, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and TAGS?
IVV and TAGS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, IVV or TAGS?
IVV yields 1.09% while TAGS yields 0.00%, so IVV currently pays the higher dividend yield.
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