TAGS vs. DODIX
TAGS (Teucrium Agricultural Fund) and DODIX (Dodge & Cox Income Fund) are both funds - TAGS is a Agricultural Commodities fund tracking the Teucrium TAGS Index, while DODIX is a Intermediate Core-Plus Bond fund actively managed by Dodge & Cox. TAGS is passively managed, while DODIX is actively managed. Over the past 10 years, TAGS returned -1.24%/yr vs 2.72%/yr for DODIX. At a correlation of -0.02, they often move in opposite directions. TAGS charges 0.21%/yr vs 0.41%/yr for DODIX.
Performance
TAGS vs. DODIX - Performance Comparison
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Returns By Period
In the year-to-date period, TAGS achieves a 8.47% return, which is significantly higher than DODIX's 0.18% return. Over the past 10 years, TAGS has underperformed DODIX with an annualized return of -1.24%, while DODIX has yielded a comparatively higher 2.72% annualized return.
TAGS
- 1D
- 0.14%
- 1M
- 5.26%
- 6M
- 9.21%
- YTD
- 8.47%
- 1Y
- 3.48%
- 3Y*
- -7.48%
- 5Y*
- -0.39%
- 10Y*
- -1.24%
DODIX
- 1D
- -0.08%
- 1M
- -0.33%
- 6M
- -0.13%
- YTD
- 0.18%
- 1Y
- 4.76%
- 3Y*
- 5.26%
- 5Y*
- 1.02%
- 10Y*
- 2.72%
TAGS vs. DODIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TAGS Teucrium Agricultural Fund | 8.47% | -8.76% | -14.57% | -6.11% | 16.25% | 27.05% | 8.19% | -4.53% | -7.10% | -13.94% |
DODIX Dodge & Cox Income Fund | 0.18% | 8.32% | 2.25% | 7.69% | -11.42% | -0.92% | 9.46% | 9.73% | -0.31% | 4.36% |
Correlation
The correlation between TAGS and DODIX is -0.13, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.03 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.02 |
Correlation (All Time) Calculated using the full available price history since Mar 28, 2012 | -0.02 |
The correlation between TAGS and DODIX shifts across timeframes, from -0.13 (1 year) to -0.02 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
TAGS vs. DODIX — Risk / Return Rank
TAGS
DODIX
TAGS vs. DODIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Teucrium Agricultural Fund (TAGS) and Dodge & Cox Income Fund (DODIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TAGS | DODIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.19 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.36 | 1.38 | -1.01 |
| Martin ratioReturn relative to average drawdown | 0.74 | 3.78 | -3.04 |
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Drawdowns
TAGS vs. DODIX - Drawdown Comparison
The maximum TAGS drawdown since its inception was -76.40%, which is greater than DODIX's maximum drawdown of -16.89%. Use the drawdown chart below to compare losses from any high point for TAGS and DODIX.
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Drawdown Indicators
| TAGS | DODIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.40% | -16.89% | -59.51% |
Max Drawdown (1Y)Largest decline over 1 year | -9.65% | -3.17% | -6.48% |
Max Drawdown (3Y)Largest decline over 3 years | -32.73% | -5.68% | -27.05% |
Max Drawdown (5Y)Largest decline over 5 years | -37.60% | -16.89% | -20.71% |
Max Drawdown (10Y)Largest decline over 10 years | -43.84% | -16.89% | -26.95% |
Current DrawdownCurrent decline from peak | -62.88% | -1.96% | -60.92% |
Average DrawdownAverage peak-to-trough decline | -57.26% | -1.50% | -55.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.72% | 1.15% | +3.57% |
Volatility
TAGS vs. DODIX - Volatility Comparison
Teucrium Agricultural Fund (TAGS) has a higher volatility of 4.36% compared to Dodge & Cox Income Fund (DODIX) at 1.25%. This indicates that TAGS's price experiences larger fluctuations and is considered to be riskier than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TAGS | DODIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.36% | 1.25% | +3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 10.67% | 3.16% | +7.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.74% | 4.07% | +8.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.11% | 5.58% | +10.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.00% | 4.46% | +13.54% |
TAGS vs. DODIX - Expense Ratio Comparison
TAGS has a 0.21% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Dividends
TAGS vs. DODIX - Dividend Comparison
TAGS has not paid dividends to shareholders, while DODIX's dividend yield for the trailing twelve months is around 4.32%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 4.32% | 4.23% | 4.24% | 3.86% | 2.19% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% |
TAGS Teucrium Agricultural Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TAGS and DODIX have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TAGS has higher volatility (4.36%) compared to DODIX (1.25%). In terms of maximum drawdown, TAGS dropped -76.40% vs DODIX's -16.89%.
DODIX currently has the higher Sharpe Ratio (1.07 vs 0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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