Core Portfolio 701 vs Retirement Fortress

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

WinnerRetirement Fortress

Low riskLow reward

2.4%

yield · $20/mo per $10k

Retirement Fortress wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 701Retirement FortressDistributions reinvested · hypothetical, fixed weights

Total Return0–2

20.1%

Total Ret.

25.8%

12.2%

CAGR

15.5%

Income2–1

7.4%

Yield

2.4%

$62

Income

$20

1.20

Steadiness

0.48

Principal / NAVeven

4.5%

NAV

20.6%

-8.1%

Max DD

-12.5%

Riskeven

3.7

Risk-Adj.

10.8

2.21

Sortino

1.69

7.9%

Volatility

12.9%

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

Retirement Fortress only

SCHD 30%VYM 25%DGRO 20%VIG 15%DVY 10%

The risk-first read

Retirement Fortress wins. Core Portfolio 701 dangles a bigger 7.4% headline yield, but after NAV erosion its total return (20.1%) trails Retirement Fortress's 25.8% — and at a higher risk tier (2.3 vs 1.9). The classic yield trap.

Get one battle like this in your inbox every week

The Dividend Brief — free, risk-first, 2-min read.

Run your own matchups

Filter 30 portfolios by risk and reward and let the data crown a champion.

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.