Core Portfolio 701 vs Risk Seeker 696

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

WinnerRisk Seeker 696

Medium riskHigh reward

16.5%

yield · $138/mo per $10k

Risk Seeker 696 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 701Risk Seeker 696Distributions reinvested · hypothetical, fixed weights

Total Return0–2

20.1%

Total Ret.

42.7%

12.2%

CAGR

25.0%

Income1–2

7.4%

Yield

16.5%

$62

Income

$138

1.20

Steadiness

1.70

Principal / NAVeven

4.5%

NAV

6.9%

-8.1%

Max DD

-13.2%

Riskeven

3.7

Risk-Adj.

8.7

2.21

Sortino

2.78

7.9%

Volatility

13.6%

2.3

Safety

2.6

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%

Risk Seeker 696 only

GOOY 20%AMECX 20%

The risk-first read

Risk Seeker 696 takes it on risk-adjusted return (8.7 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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Run your own matchups

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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.