Conservative Boost 978 vs Dividend Growth Foundation

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Feb 2023.

Judge on

Window

Conservative Boost 978

Medium riskLow reward

5.2%

yield · $43/mo per $10k

WinnerDividend Growth Foundation

Low riskLow reward

2.0%

yield · $16/mo per $10k

Dividend Growth Foundation wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Conservative Boost 978Dividend Growth FoundationDistributions reinvested · hypothetical, fixed weights

Total Return0–2

37.4%

Total Ret.

57.0%

10.0%

CAGR

14.5%

Income2–1

5.2%

Yield

2.0%

$43

Income

$16

0.72

Steadiness

0.49

Principal / NAVeven

12.9%

NAV

45.1%

-6.5%

Max DD

-13.0%

Riskeven

4.9

Risk-Adj.

9.4

1.95

Sortino

1.75

7.7%

Volatility

12.2%

2.1

Safety

2.0

Holdings overlap

0% overlap

Conservative Boost 978 only

FPE 15%AMLP 14%BKLN 14%CGCP 14%DHS 14%DIV 14%DWX 14%

Shared

No shared holdings

Dividend Growth Foundation only

VIG 35%DGRO 30%SCHD 25%RDVY 10%

The risk-first read

Dividend Growth Foundation wins. Conservative Boost 978 dangles a bigger 5.2% headline yield, but after NAV erosion its total return (37.4%) trails Dividend Growth Foundation's 57.0% — and at a higher risk tier (2.1 vs 2.0). The classic yield trap.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Feb 2023 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.