Conservative Boost 978 vs Quality Yield 688

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

Compared over their common history since Oct 2025.

Judge on

Window

Conservative Boost 978

Medium riskLow reward

5.2%

yield · $43/mo per $10k

WinnerQuality Yield 688

Medium riskLow reward

4.1%

yield · $34/mo per $10k

Quality Yield 688 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Conservative Boost 978Quality Yield 688Distributions reinvested · hypothetical, fixed weights

Total Return0–2

11.1%

Total Ret.

41.8%

17.4%

CAGR

70.5%

Income3–0

5.2%

Yield

4.1%

$43

Income

$34

0.77

Steadiness

1.17

Principal / NAVeven

7.1%

NAV

37.1%

-3.1%

Max DD

-8.4%

Riskeven

4.9

Risk-Adj.

7.7

5.44

Sortino

5.84

5.7%

Volatility

20.6%

2.1

Safety

2.2

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

Quality Yield 688 only

BIL 15%SGOV 15%ING 12%PFE 12%OHI 12%NWG 12%DOW 12%NBIL 11%

The risk-first read

Quality Yield 688 wins. Conservative Boost 978 dangles a bigger 5.2% headline yield, but after NAV erosion its total return (11.1%) trails Quality Yield 688's 41.8% — and at a higher risk tier (2.1 vs 2.2). The classic yield trap.

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 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.