Core Portfolio 701 vs Core Portfolio 775

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

WinnerCore Portfolio 701

Medium riskMedium reward

7.4%

yield · $62/mo per $10k

Core Portfolio 775

Medium riskMedium reward

7.3%

yield · $61/mo per $10k

Core Portfolio 701 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 701Core Portfolio 775Distributions reinvested · hypothetical, fixed weights

Total Return2–0

20.1%

Total Ret.

19.6%

12.2%

CAGR

11.9%

Income3–0

7.4%

Yield

7.3%

$62

Income

$61

1.20

Steadiness

1.28

Principal / NAV2–0

4.5%

NAV

3.9%

-8.1%

Max DD

-8.6%

Riskeven

3.7

Risk-Adj.

3.7

2.21

Sortino

2.07

7.9%

Volatility

8.2%

2.3

Safety

2.2

Holdings overlap

90% overlap

Core Portfolio 701 only

CAIBX 10%

Shared

FPE 10%AMLP 10%ANCFX 10%XPAY 10%BKLN 10%QDVO 9%VRP 8%BIZD 8%BIL 8%SGOV 8%

Core Portfolio 775 only

AMRFX 10%

The risk-first read

Core Portfolio 775 takes it on risk-adjusted return (3.7 vs 3.7), winning 9 of the 11 head-to-head stats. Core Portfolio 701's one edge is a higher 7.4% yield — worth it only if that's specifically what you're after.

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Run your own matchups

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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.