Core Portfolio 775 vs Growth Focused 703

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 775

Medium riskMedium reward

7.3%

yield · $61/mo per $10k

WinnerGrowth Focused 703

Medium riskHigh reward

13.0%

yield · $109/mo per $10k

Growth Focused 703 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 775Growth Focused 703Distributions reinvested · hypothetical, fixed weights

Total Return0–2

19.6%

Total Ret.

39.2%

11.9%

CAGR

23.0%

Income1–2

7.3%

Yield

13.0%

$61

Income

$109

1.28

Steadiness

2.16

Principal / NAVeven

3.9%

NAV

8.0%

-8.6%

Max DD

-11.8%

Riskeven

3.8

Risk-Adj.

8.3

2.07

Sortino

2.71

8.2%

Volatility

12.6%

2.2

Safety

2.3

Holdings overlap

20% overlap

Core Portfolio 775 only

FPE 10%AMLP 10%AMRFX 10%BKLN 10%QDVO 9%VRP 8%BIZD 8%BIL 8%SGOV 8%

Shared

ANCFX 10%XPAY 10%

Growth Focused 703 only

CAIBX 20%GOOY 15%AMECX 15%AMEFX 15%

The risk-first read

Growth Focused 703 takes it on risk-adjusted return (8.3 vs 3.8), winning 7 of the 11 head-to-head stats. Core Portfolio 775's one edge is a lower 2.2 risk tier — worth it only if that's specifically what you're after.

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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.