Capital Preservation Plus vs Quality Yield 813

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

WinnerQuality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

Quality Yield 813 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Capital Preservation PlusQuality Yield 813Distributions reinvested · hypothetical, fixed weights

Total Return0–2

2.5%

Total Ret.

57.2%

0.7%

CAGR

14.4%

Income3–0

6.8%

Yield

4.8%

$57

Income

$40

0.41

Steadiness

1.07

Principal / NAV0–2

-20.1%

NAV

30.4%

-21.9%

Max DD

-12.5%

Risk3–1

14.5

Risk-Adj.

10.5

0.14

Sortino

1.37

13.1%

Volatility

15.9%

1.2

Safety

2.3

Holdings overlap

0% overlap

Capital Preservation Plus only

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

Shared

No shared holdings

Quality Yield 813 only

ING 16%DEO 15%NVS 15%VALE 15%UBS 15%FPE 12%AMLP 11%

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 2.3). You're paid more per unit of risk — and Quality Yield 813'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.