All-Weather 692 vs Conservative Boost 978

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

Compared over their common history since Jan 2026.

Judge on

Window

WinnerAll-Weather 692

High riskLow reward

2.7%

yield · $23/mo per $10k

Conservative Boost 978

Medium riskLow reward

5.2%

yield · $43/mo per $10k

All-Weather 692 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

All-Weather 692Conservative Boost 978Distributions reinvested · hypothetical, fixed weights

Total Return2–0

16.2%

Total Ret.

4.5%

50.8%

CAGR

12.7%

Income0–3

2.7%

Yield

5.2%

$23

Income

$43

1.47

Steadiness

0.73

Principal / NAVeven

49.0%

NAV

2.3%

-12.2%

Max DD

-3.1%

Risk1–3

5.0

Risk-Adj.

4.9

2.30

Sortino

3.37

42.2%

Volatility

6.3%

3.9

Safety

2.1

Holdings overlap

15% overlap

All-Weather 692 only

CSHI 10%TSLL 9%XMAG 9%FDL 9%SCHH 8%VNQ 8%ORCX 8%CONL 8%MAGX 8%IRE 8%

Shared

BKLN 8%CGCP 8%

Conservative Boost 978 only

FPE 15%AMLP 14%DHS 14%DIV 14%DWX 14%

The risk-first read

All-Weather 692 wins. Conservative Boost 978 dangles a bigger 5.2% headline yield, but after NAV erosion its total return (4.5%) trails All-Weather 692's 16.2% — and at a higher risk tier (2.1 vs 3.9). The classic yield trap.

Get one battle like this in your inbox every week

The Dividend Brief — free, risk-first, 2-min read.

Run your own matchups

Filter 30 portfolios by risk and reward and let the data crown a champion.

Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Jan 2026 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.