Capital Preservation Plus vs Global Conservative

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

WinnerGlobal Conservative

Low riskLow reward

2.6%

yield · $22/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Capital Preservation PlusGlobal ConservativeDistributions reinvested · hypothetical, fixed weights

Total Return0–2

2.5%

Total Ret.

64.6%

0.7%

CAGR

16.0%

Income3–0

6.8%

Yield

2.6%

$57

Income

$22

0.41

Steadiness

0.45

Principal / NAV0–2

-20.1%

NAV

44.2%

-21.9%

Max DD

-9.7%

Riskeven

14.5

Risk-Adj.

13.9

0.14

Sortino

1.88

13.1%

Volatility

12.2%

1.2

Safety

1.8

Holdings overlap

20% overlap

Capital Preservation Plus only

HDV 40%BIL 35%NOBL 5%

Shared

SCHD 12%VYM 8%

Global Conservative only

VYMI 25%IDV 20%

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 1.8). You're paid more per unit of risk — and Global Conservative'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 Jan 2023 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.