Conservative Boost 978 vs Risk Seeker 418

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

WinnerRisk Seeker 418

Medium riskHigh reward

13.5%

yield · $112/mo per $10k

Risk Seeker 418 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Conservative Boost 978Risk Seeker 418Distributions reinvested · hypothetical, fixed weights

Total Return0–2

19.1%

Total Ret.

37.9%

11.6%

CAGR

22.3%

Income1–2

5.2%

Yield

13.5%

$43

Income

$112

0.75

Steadiness

1.95

Principal / NAV2–0

8.7%

NAV

7.7%

-4.7%

Max DD

-11.6%

Riskeven

4.9

Risk-Adj.

7.6

2.29

Sortino

2.72

7.1%

Volatility

12.3%

2.1

Safety

2.6

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

Risk Seeker 418 only

XPAY 15%GOOY 15%AMECX 15%AMEFX 15%ANCFX 13%CAIBX 13%DIVO 13%

The risk-first read

Risk Seeker 418 takes it on risk-adjusted return (7.6 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.

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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.