Core Portfolio 701 vs Quality Yield 813

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

WinnerQuality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

Quality Yield 813 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 701Quality Yield 813Distributions reinvested · hypothetical, fixed weights

Total Return0–2

20.1%

Total Ret.

39.0%

12.2%

CAGR

22.9%

Income2–1

7.4%

Yield

4.8%

$62

Income

$40

1.20

Steadiness

1.10

Principal / NAVeven

4.5%

NAV

27.6%

-8.1%

Max DD

-12.5%

Riskeven

3.7

Risk-Adj.

10.8

2.21

Sortino

1.98

7.9%

Volatility

16.4%

2.3

Safety

2.3

Holdings overlap

20% overlap

Core Portfolio 701 only

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

Shared

FPE 10%AMLP 10%

Quality Yield 813 only

ING 16%DEO 15%NVS 15%VALE 15%UBS 15%

The risk-first read

Quality Yield 813 wins. Core Portfolio 701 dangles a bigger 7.4% headline yield, but after NAV erosion its total return (20.1%) trails Quality Yield 813's 39.0% — and at a higher risk tier (2.3 vs 2.3). 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.