Capital Preservation Plus vs Core Portfolio 775

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Oct 2024.

Judge on

Window

Capital Preservation Plus

Low riskMedium reward

6.8%

yield · $57/mo per $10k

WinnerCore Portfolio 775

Medium riskMedium reward

7.3%

yield · $61/mo per $10k

Core Portfolio 775 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Capital Preservation PlusCore Portfolio 775Distributions reinvested · hypothetical, fixed weights

Total Return0–2

-9.6%

Total Ret.

19.6%

-6.1%

CAGR

11.9%

Income1–2

6.8%

Yield

7.3%

$57

Income

$61

0.46

Steadiness

1.28

Principal / NAV0–2

-25.9%

NAV

3.9%

-21.9%

Max DD

-8.6%

Riskeven

14.5

Risk-Adj.

3.8

-0.28

Sortino

2.07

17.4%

Volatility

8.2%

1.2

Safety

2.2

Holdings overlap

8% overlap

Capital Preservation Plus only

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

Shared

BIL 35%

Core Portfolio 775 only

FPE 10%AMLP 10%AMRFX 10%ANCFX 10%XPAY 10%BKLN 10%QDVO 9%VRP 8%BIZD 8%SGOV 8%

The risk-first read

Capital Preservation Plus wins the risk-adjusted call: -9.6% total return at a meaningfully lower risk tier (1.2 vs 2.2). You're paid more per unit of risk — and Core Portfolio 775's extra tier exposure isn't buying enough return to justify it.

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Run your own matchups

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Oct 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.