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 -1.83%/yr vs 2.92%/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 3.75% return, which is significantly higher than DODIX's 0.67% return. Over the past 10 years, TAGS has underperformed DODIX with an annualized return of -1.83%, while DODIX has yielded a comparatively higher 2.92% annualized return.
TAGS
- 1D
- -0.25%
- 1M
- -6.05%
- YTD
- 3.75%
- 6M
- 3.20%
- 1Y
- -4.97%
- 3Y*
- -10.09%
- 5Y*
- -0.79%
- 10Y*
- -1.83%
DODIX
- 1D
- 0.23%
- 1M
- 0.95%
- YTD
- 0.67%
- 6M
- 0.83%
- 1Y
- 5.75%
- 3Y*
- 5.20%
- 5Y*
- 1.20%
- 10Y*
- 2.92%
TAGS vs. DODIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TAGS Teucrium Agricultural Fund | 3.75% | -8.76% | -14.57% | -6.11% | 16.25% | 27.05% | 8.19% | -4.53% | -7.10% | -13.94% |
DODIX Dodge & Cox Income Fund | 0.67% | 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 -0.14, 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 | -0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.05 |
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 -0.14 (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 | -1.82 | ||
| Sortino ratioReturn per unit of downside risk | -2.60 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.26 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 1.82 | -2.36 |
| Martin ratioReturn relative to average drawdown | -0.96 | 5.22 | -6.18 |
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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 | -9.30% | -3.17% | -6.13% |
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 | -44.72% | -16.89% | -27.83% |
Current DrawdownCurrent decline from peak | -64.50% | -1.48% | -63.02% |
Average DrawdownAverage peak-to-trough decline | -57.23% | -1.50% | -55.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.99% | 1.10% | +4.89% |
Volatility
TAGS vs. DODIX - Volatility Comparison
Teucrium Agricultural Fund (TAGS) has a higher volatility of 3.30% compared to Dodge & Cox Income Fund (DODIX) at 1.18%. 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 | 3.30% | 1.18% | +2.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.31% | 3.06% | +7.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.70% | 4.05% | +8.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.33% | 5.57% | +10.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.00% | 4.45% | +13.55% |
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 4.25%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 4.25% | 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 -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TAGS has higher volatility (3.30%) compared to DODIX (1.18%). In terms of maximum drawdown, TAGS dropped -76.40% vs DODIX's -16.89%.
DODIX currently has the higher Sharpe Ratio (1.43 vs -0.39), 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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