Core Portfolio 701 vs Global Conservative

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

WinnerGlobal Conservative

Low riskLow reward

2.6%

yield · $22/mo per $10k

Global Conservative wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 701Global ConservativeDistributions reinvested · hypothetical, fixed weights

Total Return0–2

20.1%

Total Ret.

39.5%

12.2%

CAGR

23.2%

Income2–1

7.4%

Yield

2.6%

$62

Income

$22

1.20

Steadiness

0.55

Principal / NAVeven

4.5%

NAV

31.9%

-8.1%

Max DD

-9.0%

Risk1–3

3.7

Risk-Adj.

14.2

2.21

Sortino

2.47

7.9%

Volatility

12.4%

2.3

Safety

1.8

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

Global Conservative only

SCHD 30%VYM 25%VYMI 25%IDV 20%

The risk-first read

Global Conservative wins. Core Portfolio 701 dangles a bigger 7.4% headline yield, but after NAV erosion its total return (20.1%) trails Global Conservative's 39.5% — and at a higher risk tier (2.3 vs 1.8). 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.