Conservative Boost 978 vs Growth Focused 703

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

WinnerGrowth Focused 703

Medium riskHigh reward

13.0%

yield · $109/mo per $10k

Growth Focused 703 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Conservative Boost 978Growth Focused 703Distributions reinvested · hypothetical, fixed weights

Total Return0–2

19.1%

Total Ret.

39.2%

11.6%

CAGR

23.0%

Income1–2

5.2%

Yield

13.0%

$43

Income

$109

0.75

Steadiness

2.16

Principal / NAV2–0

8.7%

NAV

8.0%

-4.7%

Max DD

-11.8%

Riskeven

4.9

Risk-Adj.

8.3

2.29

Sortino

2.71

7.1%

Volatility

12.6%

2.1

Safety

2.3

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

Growth Focused 703 only

ANCFX 20%CAIBX 20%XPAY 15%GOOY 15%AMECX 15%AMEFX 15%

The risk-first read

Growth Focused 703 takes it on risk-adjusted return (8.3 vs 4.9), winning 6 of the 11 head-to-head stats. Conservative Boost 978's one edge is a lower 2.1 risk tier — worth it only if that's specifically what you're after.

Get one battle like this in your inbox every week

The Dividend Brief — free, risk-first, 2-min read.

Run your own matchups

Filter 30 portfolios by risk and reward and let the data crown a champion.

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.