Core Portfolio 775 vs Sharpe 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

WinnerCore Portfolio 775

Medium riskMedium reward

7.3%

yield · $61/mo per $10k

Sharpe Maximizer

Low riskLow reward

3.8%

yield · $31/mo per $10k

Core Portfolio 775 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Core Portfolio 775Sharpe MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return2–0

19.6%

Total Ret.

14.3%

11.9%

CAGR

8.7%

Income2–1

7.3%

Yield

3.8%

$61

Income

$31

1.28

Steadiness

0.51

Principal / NAVeven

3.9%

NAV

5.0%

-8.6%

Max DD

-11.9%

Riskeven

3.8

Risk-Adj.

11.3

2.07

Sortino

0.92

8.2%

Volatility

13.4%

2.2

Safety

1.9

Holdings overlap

0% overlap

Core Portfolio 775 only

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

Shared

No shared holdings

Sharpe Maximizer only

SCHD 35%VIG 30%DGRO 20%HDV 15%

The risk-first read

Sharpe Maximizer takes it on risk-adjusted return (11.3 vs 3.8), winning 7 of the 11 head-to-head stats. Core Portfolio 775's one edge is a higher 7.3% yield — 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.