All-Weather 692 vs Dividend Growth Foundation

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

Dividend Growth Foundation

Low riskLow reward

2.0%

yield · $16/mo per $10k

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

Growth of $10,000 (dividends reinvested)

All-Weather 692Dividend Growth FoundationDistributions reinvested · hypothetical, fixed weights

Total Return2–0

16.2%

Total Ret.

8.1%

50.8%

CAGR

23.7%

Income2–1

2.7%

Yield

2.0%

$23

Income

$16

1.47

Steadiness

0.59

Principal / NAVeven

49.0%

NAV

7.5%

-12.2%

Max DD

-6.3%

Risk0–4

5.0

Risk-Adj.

9.7

2.30

Sortino

3.60

42.2%

Volatility

11.0%

3.9

Safety

2.0

Holdings overlap

0% overlap

All-Weather 692 only

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

Shared

No shared holdings

Dividend Growth Foundation only

VIG 35%DGRO 30%SCHD 25%RDVY 10%

The risk-first read

Dividend Growth Foundation wins the risk-adjusted call: 8.1% total return at a meaningfully lower risk tier (2.0 vs 3.9). You're paid more per unit of risk — and All-Weather 692'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 Jan 2026 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.