Conservative Boost 978 vs Core Portfolio 701

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

Conservative Boost 978

Medium riskLow reward

5.2%

yield · $43/mo per $10k

WinnerCore Portfolio 701

Medium riskMedium reward

7.4%

yield · $62/mo per $10k

Core Portfolio 701 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Conservative Boost 978Core Portfolio 701Distributions reinvested · hypothetical, fixed weights

Total Return0–2

19.1%

Total Ret.

20.1%

11.6%

CAGR

12.2%

Income1–2

5.2%

Yield

7.4%

$43

Income

$62

0.75

Steadiness

1.20

Principal / NAV2–0

8.7%

NAV

4.5%

-4.7%

Max DD

-8.1%

Risk4–0

4.9

Risk-Adj.

3.7

2.29

Sortino

2.21

7.1%

Volatility

7.9%

2.1

Safety

2.3

Holdings overlap

30% overlap

Conservative Boost 978 only

CGCP 14%DHS 14%DIV 14%DWX 14%

Shared

FPE 15%AMLP 14%BKLN 14%

Core Portfolio 701 only

ANCFX 10%CAIBX 10%XPAY 10%QDVO 9%VRP 8%BIZD 8%BIL 8%SGOV 8%

The risk-first read

Conservative Boost 978 takes it on risk-adjusted return (4.9 vs 3.7), winning 7 of the 11 head-to-head stats. Core Portfolio 701's one edge is a higher 7.4% yield — worth it only if that's specifically what you're after.

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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 Oct 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.