Core Portfolio 701 vs Growth & Income Harmony

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 & Income Harmony

Low riskLow reward

2.4%

yield · $20/mo per $10k

Growth & Income Harmony wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 701Growth & Income HarmonyDistributions reinvested · hypothetical, fixed weights

Total Return0–2

20.1%

Total Ret.

25.0%

12.2%

CAGR

15.0%

Income2–1

7.4%

Yield

2.4%

$62

Income

$20

1.20

Steadiness

0.86

Principal / NAVeven

4.5%

NAV

19.8%

-8.1%

Max DD

-11.7%

Riskeven

3.7

Risk-Adj.

8.3

2.21

Sortino

1.65

7.9%

Volatility

13.1%

2.3

Safety

1.9

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

Growth & Income Harmony only

VIG 25%SCHD 25%DGRW 20%O 15%JPM 15%

The risk-first read

Growth & Income Harmony wins. Core Portfolio 701 dangles a bigger 7.4% headline yield, but after NAV erosion its total return (20.1%) trails Growth & Income Harmony's 25.0% — and at a higher risk tier (2.3 vs 1.9). The classic yield trap.

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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.