All-Weather Conservative 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 Conservative

Low riskLow reward

4.6%

yield · $38/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 ConservativeQuality Yield 688Distributions reinvested · hypothetical, fixed weights

Total Return0–2

2.3%

Total Ret.

41.8%

3.5%

CAGR

70.5%

Income3–0

4.6%

Yield

4.1%

$38

Income

$34

0.59

Steadiness

1.17

Principal / NAV0–2

-4.5%

NAV

37.1%

-9.1%

Max DD

-8.4%

Risk3–1

11.0

Risk-Adj.

7.7

0.44

Sortino

5.84

11.1%

Volatility

20.6%

1.4

Safety

2.2

Holdings overlap

29% overlap

All-Weather Conservative only

SCHD 20%HDV 15%XLU 15%VYMI 15%

Shared

SGOV 20%BIL 15%

Quality Yield 688 only

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

The risk-first read

All-Weather Conservative wins the risk-adjusted call: 2.3% total return at a meaningfully lower risk tier (1.4 vs 2.2). You're paid more per unit of risk — and Quality Yield 688'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 Oct 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.