Capital Preservation Plus 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 2023.

Judge on

Window

Capital Preservation Plus

Low riskMedium reward

6.8%

yield · $57/mo per $10k

WinnerConservative Boost 978

Medium riskLow reward

5.2%

yield · $43/mo per $10k

Conservative Boost 978 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Capital Preservation PlusConservative Boost 978Distributions reinvested · hypothetical, fixed weights

Total Return0–2

2.5%

Total Ret.

36.7%

0.7%

CAGR

9.7%

Income3–0

6.8%

Yield

5.2%

$57

Income

$43

0.41

Steadiness

0.71

Principal / NAV0–2

-20.1%

NAV

11.9%

-21.9%

Max DD

-7.1%

Riskeven

14.5

Risk-Adj.

4.9

0.14

Sortino

1.90

13.1%

Volatility

7.7%

1.2

Safety

2.1

Holdings overlap

0% overlap

Capital Preservation Plus only

HDV 40%BIL 35%SCHD 12%VYM 8%NOBL 5%

Shared

No shared holdings

Conservative Boost 978 only

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

The risk-first read

Capital Preservation Plus wins the risk-adjusted call: 2.5% total return at a meaningfully lower risk tier (1.2 vs 2.1). You're paid more per unit of risk — and Conservative Boost 978'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 2023 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.