TAGS vs. IBDT
TAGS (Teucrium Agricultural Fund) and IBDT (iShares iBonds Dec 2028 Term Corporate ETF) are both exchange-traded funds - TAGS is a Agricultural Commodities fund tracking the Teucrium TAGS Index, while IBDT is a Corporate Bonds fund tracking the Bloomberg December 2028 Maturity Corporate Index. Both are passively managed. Over the past 5 years, TAGS returned -1.51%/yr vs 1.39%/yr for IBDT. At a 0.01 correlation, their price movements are largely independent. TAGS charges 0.21%/yr vs 0.10%/yr for IBDT.
Performance
TAGS vs. IBDT - Performance Comparison
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Returns By Period
In the year-to-date period, TAGS achieves a 6.11% return, which is significantly higher than IBDT's 0.78% return.
TAGS
- 1D
- -1.20%
- 1M
- -5.48%
- YTD
- 6.11%
- 6M
- 4.04%
- 1Y
- -0.95%
- 3Y*
- -7.08%
- 5Y*
- -1.51%
- 10Y*
- -1.74%
IBDT
- 1D
- -0.06%
- 1M
- 0.27%
- YTD
- 0.78%
- 6M
- 1.15%
- 1Y
- 4.55%
- 3Y*
- 5.51%
- 5Y*
- 1.39%
- 10Y*
- —
TAGS vs. IBDT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
TAGS Teucrium Agricultural Fund | 6.11% | -8.76% | -14.57% | -6.11% | 16.25% | 27.05% | 8.19% | -4.53% | 2.25% |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 0.78% | 7.02% | 3.97% | 7.72% | -11.42% | -1.90% | 9.62% | 15.15% | 1.19% |
Correlation
The correlation between TAGS and IBDT is -0.22, 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 | -0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Sep 21, 2018 | 0.01 |
The correlation between TAGS and IBDT shifts across timeframes, from -0.22 (1 year) to 0.01 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
TAGS vs. IBDT — Risk / Return Rank
TAGS
IBDT
TAGS vs. IBDT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Teucrium Agricultural Fund (TAGS) and iShares iBonds Dec 2028 Term Corporate ETF (IBDT). 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.
| TAGS | IBDT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.89 | ||
| Sortino ratioReturn per unit of downside risk | -4.52 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.59 | -0.59 |
| Calmar ratioReturn relative to maximum drawdown | -0.09 | 4.44 | -4.53 |
| Martin ratioReturn relative to average drawdown | -0.16 | 20.21 | -20.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TAGS | IBDT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.08 | 2.81 | -2.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.28 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.10 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.23 | 0.61 | -0.84 |
Drawdowns
TAGS vs. IBDT - Drawdown Comparison
The maximum TAGS drawdown since its inception was -76.40%, which is greater than IBDT's maximum drawdown of -17.79%. Use the drawdown chart below to compare losses from any high point for TAGS and IBDT.
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Drawdown Indicators
| TAGS | IBDT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.40% | -17.79% | -58.61% |
Max Drawdown (1Y)Largest decline over 1 year | -10.07% | -1.03% | -9.04% |
Max Drawdown (3Y)Largest decline over 3 years | -33.59% | -3.19% | -30.40% |
Max Drawdown (5Y)Largest decline over 5 years | -37.60% | -17.68% | -19.92% |
Max Drawdown (10Y)Largest decline over 10 years | -47.30% | — | — |
Current DrawdownCurrent decline from peak | -63.69% | -0.09% | -63.60% |
Average DrawdownAverage peak-to-trough decline | -57.23% | -4.16% | -53.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.88% | 0.23% | +5.65% |
Volatility
TAGS vs. IBDT - Volatility Comparison
Teucrium Agricultural Fund (TAGS) has a higher volatility of 5.52% compared to iShares iBonds Dec 2028 Term Corporate ETF (IBDT) at 0.34%. This indicates that TAGS's price experiences larger fluctuations and is considered to be riskier than IBDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TAGS | IBDT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 0.34% | +5.18% |
Volatility (6M)Calculated over the trailing 6-month period | 10.12% | 1.04% | +9.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.61% | 1.62% | +10.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.58% | 5.07% | +11.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 6.37% | +11.67% |
TAGS vs. IBDT - Expense Ratio Comparison
TAGS has a 0.21% expense ratio, which is higher than IBDT's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
TAGS vs. IBDT - Dividend Comparison
TAGS has not paid dividends to shareholders, while IBDT's dividend yield for the trailing twelve months is around 4.55%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 4.55% | 4.56% | 4.67% | 4.10% | 3.25% | 2.45% | 2.80% | 3.32% | 1.47% |
TAGS Teucrium Agricultural Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TAGS and IBDT have a correlation of -0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TAGS has higher volatility (5.52%) compared to IBDT (0.34%). In terms of maximum drawdown, TAGS dropped -76.40% vs IBDT's -17.79%.
On 5-year performance, IBDT leads with 1.39% vs -1.51% for TAGS. On fees, IBDT is cheaper at 0.10% per year. On volatility, IBDT has been the lower-risk option at 0.34%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, IBDT has performed better with a 1.39% return vs -1.51%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBDT is cheaper with a 0.10% expense ratio, compared with 0.21% for TAGS.
IBDT has the higher dividend yield at 4.55%, compared with 0.00% for TAGS.
TAGS is categorized as Agricultural Commodities, while IBDT is Corporate Bonds. TAGS tracks Teucrium TAGS Index, while IBDT tracks Bloomberg December 2028 Maturity Corporate Index. They also come from different issuers: Teucrium and iShares. Their fees differ too: 0.21% for TAGS and 0.10% for IBDT.
IBDT currently has the higher Sharpe Ratio (2.81 vs -0.08), 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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