Conservative Boost 978 vs Global Conservative

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

Conservative Boost 978

Medium riskLow reward

5.2%

yield · $43/mo per $10k

WinnerGlobal Conservative

Low riskLow reward

2.6%

yield · $22/mo per $10k

Global Conservative wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Conservative Boost 978Global ConservativeDistributions reinvested · hypothetical, fixed weights

Total Return0–2

36.7%

Total Ret.

64.6%

9.7%

CAGR

16.0%

Income2–1

5.2%

Yield

2.6%

$43

Income

$22

0.71

Steadiness

0.45

Principal / NAVeven

11.9%

NAV

44.2%

-7.1%

Max DD

-9.7%

Riskeven

4.9

Risk-Adj.

13.9

1.90

Sortino

1.88

7.7%

Volatility

12.2%

2.1

Safety

1.8

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

Global Conservative only

SCHD 30%VYM 25%VYMI 25%IDV 20%

The risk-first read

Global Conservative wins. Conservative Boost 978 dangles a bigger 5.2% headline yield, but after NAV erosion its total return (36.7%) trails Global Conservative's 64.6% — and at a higher risk tier (2.1 vs 1.8). The classic yield trap.

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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.