Cash Flow King 245 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 Oct 2024.

Judge on

Window

Cash Flow King 245

Medium riskMedium reward

7.3%

yield · $61/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)

Cash Flow King 245Quality Yield 813Distributions reinvested · hypothetical, fixed weights

Total Return0–2

20.9%

Total Ret.

39.0%

12.6%

CAGR

22.9%

Income2–1

7.3%

Yield

4.8%

$61

Income

$40

1.31

Steadiness

1.10

Principal / NAVeven

5.1%

NAV

27.6%

-8.9%

Max DD

-12.5%

Riskeven

4.0

Risk-Adj.

10.5

2.02

Sortino

1.98

8.9%

Volatility

16.4%

2.4

Safety

2.3

Holdings overlap

13% overlap

Cash Flow King 245 only

XPAY 10%BIL 10%QDVO 8%VRP 8%AMRFX 8%ANCFX 8%CAIBX 8%DIVO 8%BIZD 7%PCOFX 7%DHS 7%

Shared

FPE 7%AMLP 7%

Quality Yield 813 only

ING 16%DEO 15%NVS 15%VALE 15%UBS 15%

The risk-first read

Quality Yield 813 wins. Cash Flow King 245 dangles a bigger 7.3% headline yield, but after NAV erosion its total return (20.9%) trails Quality Yield 813's 39.0% — and at a higher risk tier (2.4 vs 2.3). The classic yield trap.

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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.