Balanced Blend 104 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

Balanced Blend 104

Medium riskLow reward

3.8%

yield · $32/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)

Balanced Blend 104Quality Yield 688Distributions reinvested · hypothetical, fixed weights

Total Return0–2

12.0%

Total Ret.

41.8%

18.9%

CAGR

70.5%

Income1–2

3.8%

Yield

4.1%

$32

Income

$34

0.93

Steadiness

1.17

Principal / NAVeven

9.2%

NAV

37.1%

-4.8%

Max DD

-8.4%

Risk1–3

5.1

Risk-Adj.

7.7

3.22

Sortino

5.84

9.8%

Volatility

20.6%

2.5

Safety

2.2

Holdings overlap

0% overlap

Balanced Blend 104 only

BKLN 13%CGCP 13%DHS 13%DIV 13%BBRE 13%REZ 13%RWR 13%SCHH 13%

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 takes it on risk-adjusted return (7.7 vs 5.1), winning 8 of the 11 head-to-head stats. Balanced Blend 104's one edge is a lower 2.5 risk tier — worth it only if that's specifically what you're after.

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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.