IVV vs TAGS
iShares Core S&P 500 ETF vs Teucrium Agricultural Fund ETF
Which is better, IVV or TAGS?
Large Cap Blend against Agriculture.
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, TAGS over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | TAGS |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.00% |
| AUM | $876.4B | $22M |
| Dividend Yield | 1.06% | 0.00% |
| Holdings | 508 | 6 |
| YTD Return | +12.39% | +21.74%Best |
| 1Y Return | +16.61% | +17.25%Best |
| 3Y Return (annualized) | +21.38%Best | -3.66% |
| 5Y Return (annualized) | +13.51%Best | +1.49% |
| Volatility (annualized) | 14.1%Best | 15.9% |
| Max Drawdown | -33.9%Best | -76.4% |
| $10,000 over 5 years | $18,844Best | $10,768 |
| Fund Family | iShares by BlackRock (US) | Teucrium |
| Category | Equity | Commodity |
| Style | Large Cap Blend | Agriculture |
| Inception | May 15, 2000 | Mar 28, 2012 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 28, 2012 to Sep 18, 2026 (14.5 years).
IVV vs TAGS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 14.5 years both funds cover.
IVV vs TAGS Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Teucrium Agricultural Fund ETF (TAGS) is an ETF from Teucrium. Over the past year IVV returned +16.61% while TAGS returned +17.25%. Year to date, IVV is up 12.39% versus a gain of 21.74% for TAGS.
Over three years, IVV compounded at +21.38% per year against -3.66% for TAGS; over five years the annualized figures are +13.51% and +1.49% respectively. Across the full 15-year window we track, IVV has the edge at +13.01% annualized vs -3.95%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TAGS has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 14.1% 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 -33.9% for IVV and -76.4% for TAGS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.08. They move largely independently of each other.
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 1.06% against 0.00% for TAGS.
Holdings Overlap
We hold position weights for 490 holdings in IVV and 4 in TAGS, totalling 99.3% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 490 positions we hold weights for in IVV and 4 in TAGS, against full books of 508 and 6.
You are not choosing between two funds in isolation.
Whichever of IVV and TAGS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $97 a year on a $10,000 investment.
Which performed better, IVV or TAGS?
Over the past year IVV returned +16.61% vs +17.25% for TAGS, so TAGS leads on 1-year performance. Over the longest common window we track (15 years), IVV annualized +13.01% vs -3.95% for TAGS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or TAGS?
TAGS has been the more volatile fund at 15.9% annualized versus 14.1% for IVV. Worst drawdown: IVV -33.9% vs TAGS -76.4%.
Should I hold both IVV and TAGS?
IVV and TAGS have a monthly-return correlation of 0.08, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or TAGS?
IVV yields 1.06% while TAGS yields 0.00%, so IVV currently pays the higher dividend yield.
Is TAGS better than IVV?
IVV has a lower expense ratio. IVV led over 3Y, 5Y and the full window, TAGS over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.