All-Weather 130 vs Quality Yield 688

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Oct 2025.

Judge on

Window

All-Weather 130

High riskHigh reward

18.3%

yield · $153/mo per $10k

WinnerQuality Yield 688

Medium riskLow reward

4.1%

yield · $34/mo per $10k

Quality Yield 688 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

All-Weather 130Quality Yield 688Distributions reinvested · hypothetical, fixed weights

Total Return0–2

16.7%

Total Ret.

41.8%

26.6%

CAGR

70.5%

Income3–0

18.3%

Yield

4.1%

$153

Income

$34

0.71

Steadiness

1.17

Principal / NAVeven

2.6%

NAV

37.1%

-5.9%

Max DD

-8.4%

Risk1–3

6.1

Risk-Adj.

7.7

4.67

Sortino

5.84

10.3%

Volatility

20.6%

3.5

Safety

2.2

Holdings overlap

5% overlap

All-Weather 130 only

KQQQ 11%QDVO 10%TSMY 10%IWMI 10%VRP 10%QQQI 10%TSLY 10%IAUI 10%FPE 8%AMLP 7%

Shared

BIL 5%

Quality Yield 688 only

SGOV 15%ING 12%PFE 12%OHI 12%NWG 12%DOW 12%NBIL 11%

The risk-first read

Quality Yield 688 wins. All-Weather 130 dangles a bigger 18.3% headline yield, but after NAV erosion its total return (16.7%) trails Quality Yield 688's 41.8% — and at a higher risk tier (3.5 vs 2.2). The classic yield trap.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Oct 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.