All-Weather 130 vs Quality Yield 813

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

Compared over their common history since Jun 2025.

Judge on

Window

WinnerAll-Weather 130

High riskHigh reward

18.3%

yield · $153/mo per $10k

Quality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

All-Weather 130 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

All-Weather 130Quality Yield 813Distributions reinvested · hypothetical, fixed weights

Total Return2–0

31.1%

Total Ret.

29.6%

31.1%

CAGR

29.6%

Income3–0

18.3%

Yield

4.8%

$153

Income

$40

0.68

Steadiness

1.13

Principal / NAVeven

6.7%

NAV

23.6%

-5.9%

Max DD

-12.5%

Riskeven

6.1

Risk-Adj.

10.5

5.94

Sortino

2.66

9.4%

Volatility

16.1%

3.5

Safety

2.3

Holdings overlap

15% overlap

All-Weather 130 only

KQQQ 11%QDVO 10%TSMY 10%IWMI 10%VRP 10%QQQI 10%TSLY 10%IAUI 10%BIL 5%

Shared

FPE 8%AMLP 7%

Quality Yield 813 only

ING 16%DEO 15%NVS 15%VALE 15%UBS 15%

The risk-first read

Quality Yield 813 wins the risk-adjusted call: 29.6% total return at a meaningfully lower risk tier (2.3 vs 3.5). You're paid more per unit of risk — and All-Weather 130's extra tier exposure isn't buying enough return to justify it.

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