TDSC vs. JAGG

Last updated Apr 2, 2026

Compare and contrast key facts about Cabana Target Drawdown 10 ETF (TDSC) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG).

TDSC and JAGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TDSC is an actively managed fund by Exchange Traded Concepts. It was launched on Sep 16, 2020. JAGG is a passively managed fund by JPMorgan that tracks the performance of the Bloomberg U.S. Aggregate Bond Index. It was launched on Dec 12, 2018.

Performance

TDSC vs. JAGG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cabana Target Drawdown 10 ETF (TDSC) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG). The values are adjusted to include any dividend payments, if applicable.

TDSC vs. JAGG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
TDSC Cabana Target Drawdown 10 ETF	3.26%	6.56%	7.10%	7.63%	-19.67%	14.81%	-0.11%
JAGG JPMorgan BetaBuilders U.S. Aggregate Bond ETF	0.10%	7.27%	1.26%	5.41%	-13.26%	-1.79%	0.45%

Returns By Period

In the year-to-date period, TDSC achieves a 3.26% return, which is significantly higher than JAGG's 0.10% return.

TDSC

• 1D: 0.16%
• 1M: -3.57%
• YTD: 3.26%
• 6M: 4.32%
• 1Y: 6.74%
• 3Y*: 8.32%
• 5Y*: 2.55%
• 10Y*: —

JAGG

• 1D: -0.01%
• 1M: -1.36%
• YTD: 0.10%
• 6M: 0.81%
• 1Y: 4.21%
• 3Y*: 3.61%
• 5Y*: 0.14%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

TDSC vs. JAGG - Expense Ratio Comparison

TDSC has a 0.69% expense ratio, which is higher than JAGG's 0.03% expense ratio.

TDSC

Cabana Target Drawdown 10 ETF

JAGG

JPMorgan BetaBuilders U.S. Aggregate Bond ETF

Return for Risk

TDSC vs. JAGG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TDSC

TDSC Risk / Return Rank: 26
TDSC Sharpe Ratio Rank: 27
TDSC Sortino Ratio Rank: 24
TDSC Omega Ratio Rank: 27
TDSC Calmar Ratio Rank: 24
TDSC Martin Ratio Rank: 25

JAGG

JAGG Risk / Return Rank: 49
JAGG Sharpe Ratio Rank: 50
JAGG Sortino Ratio Rank: 46
JAGG Omega Ratio Rank: 41
JAGG Calmar Ratio Rank: 63
JAGG Martin Ratio Rank: 46

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TDSC vs. JAGG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cabana Target Drawdown 10 ETF (TDSC) and JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG). 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.

	TDSC	JAGG	Difference
Sharpe ratio Return per unit of total volatility	0.55	0.95	-0.40
Sortino ratio Return per unit of downside risk	0.75	1.33	-0.58
Omega ratio Gain probability vs. loss probability	1.12	1.17	-0.05
Calmar ratio Return relative to maximum drawdown	0.60	1.73	-1.13
Martin ratio Return relative to average drawdown	2.15	4.65	-2.50
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

TDSC vs. JAGG - Sharpe Ratio Comparison

The current TDSC Sharpe Ratio is 0.55, which is lower than the JAGG Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of TDSC and JAGG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	TDSC	JAGG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.55	0.95	-0.40
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.25	0.02	+0.22
Sharpe Ratio (All Time) Calculated using the full available price history	0.28	0.32	-0.05

Correlation

The correlation between TDSC and JAGG is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

TDSC vs. JAGG - Dividend Comparison

TDSC's dividend yield for the trailing twelve months is around 2.16%, less than JAGG's 4.28% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018
TDSC Cabana Target Drawdown 10 ETF	2.16%	2.92%	2.06%	2.06%	1.76%	1.11%	0.54%	0.00%	0.00%
JAGG JPMorgan BetaBuilders U.S. Aggregate Bond ETF	4.28%	4.29%	4.25%	3.60%	2.23%	1.44%	2.26%	2.92%	0.16%

Drawdowns

TDSC vs. JAGG - Drawdown Comparison

The maximum TDSC drawdown since its inception was -21.51%, which is greater than JAGG's maximum drawdown of -18.73%. Use the drawdown chart below to compare losses from any high point for TDSC and JAGG.

Drawdown Indicators

	TDSC	JAGG	Difference
Max Drawdown Largest peak-to-trough decline	-21.51%	-18.73%	-2.78%
Max Drawdown (1Y) Largest decline over 1 year	-12.13%	-2.61%	-9.52%
Max Drawdown (5Y) Largest decline over 5 years	-21.51%	-18.06%	-3.45%
Current Drawdown Current decline from peak	-3.57%	-2.91%	-0.66%
Average Drawdown Average peak-to-trough decline	-9.65%	-6.30%	-3.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.40%	0.97%	+2.43%

Volatility

TDSC vs. JAGG - Volatility Comparison

Cabana Target Drawdown 10 ETF (TDSC) has a higher volatility of 3.50% compared to JPMorgan BetaBuilders U.S. Aggregate Bond ETF (JAGG) at 1.83%. This indicates that TDSC's price experiences larger fluctuations and is considered to be riskier than JAGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TDSC	JAGG	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.50%	1.83%	+1.67%
Volatility (6M) Calculated over the trailing 6-month period	7.10%	2.71%	+4.39%
Volatility (1Y) Calculated over the trailing 1-year period	12.43%	4.47%	+7.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.31%	5.90%	+4.41%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.29%	5.84%	+4.45%