Core Portfolio 701 vs Growth Focused 703

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

WinnerGrowth Focused 703

Medium riskHigh reward

13.0%

yield · $108/mo per $10k

Growth Focused 703 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 701Growth Focused 703Distributions reinvested · hypothetical, fixed weights

Total Return0–2

20.1%

Total Ret.

39.2%

12.2%

CAGR

23.0%

Income1–2

7.4%

Yield

13.0%

$62

Income

$108

1.20

Steadiness

2.16

Principal / NAVeven

4.5%

NAV

8.0%

-8.1%

Max DD

-11.8%

Riskeven

3.7

Risk-Adj.

8.2

2.21

Sortino

2.71

7.9%

Volatility

12.6%

2.3

Safety

2.3

Holdings overlap

30% overlap

Core Portfolio 701 only

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

Shared

ANCFX 10%CAIBX 10%XPAY 10%

Growth Focused 703 only

GOOY 15%AMECX 15%AMEFX 15%

The risk-first read

Growth Focused 703 takes it on risk-adjusted return (8.2 vs 3.7), winning 7 of the 11 head-to-head stats. Core Portfolio 701's one edge is a lower 2.3 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.