Conservative Boost 978 vs Risk Seeker 696

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 696

Medium riskHigh reward

16.6%

yield · $138/mo per $10k

Risk Seeker 696 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Conservative Boost 978Risk Seeker 696Distributions reinvested · hypothetical, fixed weights

Total Return0–2

19.1%

Total Ret.

42.7%

11.6%

CAGR

25.0%

Income1–2

5.2%

Yield

16.6%

$43

Income

$138

0.75

Steadiness

1.70

Principal / NAV2–0

8.7%

NAV

6.9%

-4.7%

Max DD

-13.2%

Riskeven

4.9

Risk-Adj.

8.8

2.29

Sortino

2.78

7.1%

Volatility

13.6%

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 696 only

XPAY 20%ANCFX 20%CAIBX 20%GOOY 20%AMECX 20%

The risk-first read

Risk Seeker 696 takes it on risk-adjusted return (8.8 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.