Core Portfolio 701 vs Quality Yield 688

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Oct 2025.

Judge on

Window

Core Portfolio 701

Medium riskMedium reward

7.4%

yield · $62/mo per $10k

WinnerQuality Yield 688

Medium riskLow reward

4.1%

yield · $34/mo per $10k

Quality Yield 688 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 701Quality Yield 688Distributions reinvested · hypothetical, fixed weights

Total Return0–2

9.8%

Total Ret.

41.8%

15.4%

CAGR

70.5%

Income2–1

7.4%

Yield

4.1%

$62

Income

$34

1.38

Steadiness

1.17

Principal / NAVeven

3.7%

NAV

37.1%

-3.9%

Max DD

-8.4%

Risk1–3

3.7

Risk-Adj.

7.8

5.44

Sortino

5.84

5.9%

Volatility

20.6%

2.3

Safety

2.2

Holdings overlap

15% overlap

Core Portfolio 701 only

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

Shared

BIL 8%SGOV 8%

Quality Yield 688 only

ING 12%PFE 12%OHI 12%NWG 12%DOW 12%NBIL 11%

The risk-first read

Quality Yield 688 wins. Core Portfolio 701 dangles a bigger 7.4% headline yield, but after NAV erosion its total return (9.8%) trails Quality Yield 688's 41.8% — and at a higher risk tier (2.3 vs 2.2). 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 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.