Capital Preservation Plus vs Dividend Growth Foundation

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

Compared over their common history since Feb 2023.

Judge on

Window

Capital Preservation Plus

Low riskMedium reward

6.8%

yield · $57/mo per $10k

WinnerDividend Growth Foundation

Low riskLow reward

2.0%

yield · $16/mo per $10k

Dividend Growth Foundation wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Capital Preservation PlusDividend Growth FoundationDistributions reinvested · hypothetical, fixed weights

Total Return0–2

2.4%

Total Ret.

57.0%

0.7%

CAGR

14.5%

Income3–0

6.8%

Yield

2.0%

$57

Income

$16

0.41

Steadiness

0.49

Principal / NAV0–2

-20.0%

NAV

45.1%

-21.9%

Max DD

-13.0%

Riskeven

14.5

Risk-Adj.

9.4

0.14

Sortino

1.75

13.2%

Volatility

12.2%

1.2

Safety

2.0

Holdings overlap

12% overlap

Capital Preservation Plus only

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

Shared

SCHD 12%

Dividend Growth Foundation only

VIG 35%DGRO 30%RDVY 10%

The risk-first read

Capital Preservation Plus wins the risk-adjusted call: 2.4% total return at a meaningfully lower risk tier (1.2 vs 2.0). You're paid more per unit of risk — and Dividend Growth Foundation'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 Feb 2023 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.