Compounding Machine 831 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 Aug 2024.

Judge on

Window

Compounding Machine 831

Medium riskLow reward

5.3%

yield · $44/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)

Compounding Machine 831Quality Yield 813Distributions reinvested · hypothetical, fixed weights

Total Return0–2

21.1%

Total Ret.

35.6%

11.3%

CAGR

18.6%

Income3–0

5.3%

Yield

4.8%

$44

Income

$40

0.72

Steadiness

1.13

Principal / NAVeven

8.3%

NAV

24.0%

-5.4%

Max DD

-12.5%

Risk3–1

4.9

Risk-Adj.

10.8

2.30

Sortino

1.65

6.8%

Volatility

16.2%

2.1

Safety

2.3

Holdings overlap

8% overlap

Compounding Machine 831 only

AMRFX 10%BKLN 8%CGCP 8%DHS 8%DIV 8%DWX 8%QDVO 8%SDIV 8%VRP 8%BIL 8%SGOV 8%

Shared

AMLP 8%

Quality Yield 813 only

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

The risk-first read

Quality Yield 813 wins. Compounding Machine 831 dangles a bigger 5.3% headline yield, but after NAV erosion its total return (21.1%) trails Quality Yield 813's 35.6% — and at a higher risk tier (2.1 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 Aug 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.