Core Portfolio 701 vs Yield Maximizer

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

WinnerYield Maximizer

High riskMedium reward

10.2%

yield · $85/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Core Portfolio 701Yield MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return0–2

20.1%

Total Ret.

30.8%

12.2%

CAGR

18.3%

Income0–3

7.4%

Yield

10.2%

$62

Income

$85

1.20

Steadiness

0.58

Principal / NAVeven

4.5%

NAV

11.4%

-8.1%

Max DD

-13.4%

Risk3–1

3.7

Risk-Adj.

4.7

2.21

Sortino

2.11

7.9%

Volatility

12.1%

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

Yield Maximizer only

JEPQ 25%QQQI 20%SPYI 20%O 15%MAIN 10%EPD 10%

The risk-first read

Yield Maximizer takes it on risk-adjusted return (4.7 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.