Core Portfolio 775 vs Monthly Payday 272

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

WinnerMonthly Payday 272

Medium riskMedium reward

7.3%

yield · $61/mo per $10k

Monthly Payday 272 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 775Monthly Payday 272Distributions reinvested · hypothetical, fixed weights

Total Return0–2

19.6%

Total Ret.

22.0%

11.9%

CAGR

13.2%

Income3–0

7.3%

Yield

7.3%

$61

Income

$61

1.28

Steadiness

1.62

Principal / NAVeven

3.9%

NAV

5.5%

-8.6%

Max DD

-9.4%

Risk3–1

3.7

Risk-Adj.

3.9

2.07

Sortino

2.03

8.2%

Volatility

9.3%

2.2

Safety

2.3

Holdings overlap

83% overlap

Core Portfolio 775 only

BKLN 10%SGOV 8%

Shared

FPE 10%AMLP 10%AMRFX 10%ANCFX 10%XPAY 10%QDVO 9%VRP 8%BIZD 8%BIL 8%

Monthly Payday 272 only

CAIBX 10%

The risk-first read

Monthly Payday 272 wins. Core Portfolio 775 dangles a bigger 7.3% headline yield, but after NAV erosion its total return (19.6%) trails Monthly Payday 272's 22.0% — and at a higher risk tier (2.2 vs 2.3). 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.