Core Portfolio 701 vs Dividend Growth Foundation

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

Core Portfolio 701

Medium riskMedium reward

7.4%

yield · $62/mo per $10k

WinnerDividend Growth Foundation

Low riskLow reward

2.0%

yield · $16/mo per $10k

Dividend Growth Foundation wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 701Dividend Growth FoundationDistributions reinvested · hypothetical, fixed weights

Total Return0–2

20.1%

Total Ret.

25.3%

12.2%

CAGR

15.2%

Income2–1

7.4%

Yield

2.0%

$62

Income

$16

1.20

Steadiness

0.38

Principal / NAVeven

4.5%

NAV

21.1%

-8.1%

Max DD

-13.0%

Riskeven

3.7

Risk-Adj.

9.7

2.21

Sortino

1.66

7.9%

Volatility

13.1%

2.3

Safety

2.0

Holdings overlap

0% overlap

Core Portfolio 701 only

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

Shared

No shared holdings

Dividend Growth Foundation only

VIG 35%DGRO 30%SCHD 25%RDVY 10%

The risk-first read

Dividend Growth Foundation wins. Core Portfolio 701 dangles a bigger 7.4% headline yield, but after NAV erosion its total return (20.1%) trails Dividend Growth Foundation's 25.3% — and at a higher risk tier (2.3 vs 2.0). The classic yield trap.

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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.