TAGS vs VYM

TAGS vs VYM

Which is better, TAGS or VYM?

Agriculture against Large Cap Value.

VYM has a lower expense ratio. TAGS led over 1Y, VYM over 3Y, 5Y and the full window.

Lower Fees: VYMHigher Returns: split

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

MetricTAGSVYM
Expense Ratio1.00%0.04%Best
AUM$22M$81.6B
Dividend Yield0.00%2.22%
Holdings6613
YTD Return+23.05%Best+10.96%
1Y Return+20.55%Best+15.42%
3Y Return (annualized)-3.19%+17.78%Best
5Y Return (annualized)+1.53%+12.05%Best
Volatility (annualized)15.9%13.1%Best
Max Drawdown-76.4%-35.7%Best
$10,000 over 5 years$10,789$17,663Best
Fund FamilyTeucriumVanguard (US)
CategoryCommodityEquity
StyleAgricultureLarge Cap Value
InceptionMar 28, 2012Nov 10, 2006

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 22, 2026 (14.5 years).

TAGS vs VYM 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.

TAGS vs VYM Performance

Teucrium Agricultural Fund ETF (TAGS) is an ETF from Teucrium and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year TAGS returned +20.55% while VYM returned +15.42%. Year to date, TAGS is up 23.05% versus a gain of 10.96% for VYM.

Over three years, TAGS compounded at -3.19% per year against +17.78% for VYM; over five years the annualized figures are +1.53% and +12.05% respectively. Across the full 15-year window we track, VYM has the edge at +9.77% annualized vs -3.88%.

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 13.1% for VYM. 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 -76.4% for TAGS and -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.14. They move largely independently of each other.

Fees and Cost Over Time

TAGS charges 1.00% per year while VYM charges 0.04%. On a $10,000 position that is $100 vs $4 annually, a gap of $96 per year that compounds over a long holding period. On income, TAGS currently yields 0.00% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 4 holdings in TAGS and 557 in VYM, totalling 100.0% and 99.2% 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 4 positions we hold weights for in TAGS and 557 in VYM, against full books of 6 and 613.

You are not choosing between two funds in isolation.

Whichever of TAGS and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

TAGSVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TAGS or VYM?

TAGS has an expense ratio of 1.00% while VYM charges 0.04%. VYM is the cheaper option, by $96 a year on a $10,000 investment.

Which performed better, TAGS or VYM?

Over the past year TAGS returned +20.55% vs +15.42% for VYM, so TAGS leads on 1-year performance. Over the longest common window we track (15 years), TAGS annualized -3.88% vs +9.77% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TAGS or VYM?

TAGS has been the more volatile fund at 15.9% annualized versus 13.1% for VYM. Worst drawdown: TAGS -76.4% vs VYM -35.7%.

Should I hold both TAGS and VYM?

TAGS and VYM have a monthly-return correlation of 0.14, 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, TAGS or VYM?

TAGS yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than TAGS?

VYM has a lower expense ratio. TAGS led over 1Y, VYM over 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.