Conservative Boost 978 vs Quality Yield 813

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

WinnerQuality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

Quality Yield 813 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Conservative Boost 978Quality Yield 813Distributions reinvested · hypothetical, fixed weights

Total Return0–2

36.7%

Total Ret.

57.2%

9.7%

CAGR

14.4%

Income3–0

5.2%

Yield

4.8%

$43

Income

$40

0.71

Steadiness

1.07

Principal / NAVeven

11.9%

NAV

30.4%

-7.1%

Max DD

-12.5%

Risk3–1

4.9

Risk-Adj.

10.5

1.90

Sortino

1.37

7.7%

Volatility

15.9%

2.1

Safety

2.3

Holdings overlap

23% overlap

Conservative Boost 978 only

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

Shared

FPE 15%AMLP 14%

Quality Yield 813 only

ING 16%DEO 15%NVS 15%VALE 15%UBS 15%

The risk-first read

Quality Yield 813 wins. Conservative Boost 978 dangles a bigger 5.2% headline yield, but after NAV erosion its total return (36.7%) trails Quality Yield 813's 57.2% — and at a higher risk tier (2.1 vs 2.3). 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.