Core Portfolio 701 vs Test Aaron

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

WinnerCore Portfolio 701

Medium riskMedium reward

7.4%

yield · $62/mo per $10k

Test Aaron

High riskMedium reward

7.7%

yield · $64/mo per $10k

Core Portfolio 701 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 701Test AaronDistributions reinvested · hypothetical, fixed weights

Total Return2–0

20.1%

Total Ret.

19.3%

12.2%

CAGR

11.7%

Income0–3

7.4%

Yield

7.7%

$62

Income

$64

1.20

Steadiness

0.35

Principal / NAVeven

4.5%

NAV

5.7%

-8.1%

Max DD

-11.4%

Risk3–1

3.7

Risk-Adj.

3.9

2.21

Sortino

1.56

7.9%

Volatility

10.5%

2.3

Safety

3.6

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

Test Aaron only

JEPI 40%QQQH 40%SCHD 20%

The risk-first read

Test Aaron takes it on risk-adjusted return (3.9 vs 3.7), winning 6 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

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.