All-Weather 692 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 Jan 2026.

Judge on

Window

All-Weather 692

High riskLow reward

2.7%

yield · $23/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 692Quality Yield 688Distributions reinvested · hypothetical, fixed weights

Total Return0–2

16.2%

Total Ret.

33.5%

50.8%

CAGR

120.6%

Income0–3

2.7%

Yield

4.1%

$23

Income

$34

1.47

Steadiness

1.18

Principal / NAVeven

49.0%

NAV

30.5%

-12.2%

Max DD

-2.9%

Risk0–4

5.0

Risk-Adj.

7.8

2.30

Sortino

13.54

42.2%

Volatility

19.7%

3.9

Safety

2.2

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

Quality Yield 688 only

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

The risk-first read

Quality Yield 688 wins the risk-adjusted call: 33.5% total return at a meaningfully lower risk tier (2.2 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.