Core Portfolio 775 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 775

Medium riskMedium reward

7.3%

yield · $61/mo per $10k

Test Aaron

High riskMedium reward

7.7%

yield · $64/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Core Portfolio 775Test AaronDistributions reinvested · hypothetical, fixed weights

Total Return2–0

19.6%

Total Ret.

19.3%

11.9%

CAGR

11.7%

Income0–3

7.3%

Yield

7.7%

$61

Income

$64

1.28

Steadiness

0.35

Principal / NAVeven

3.9%

NAV

5.7%

-8.6%

Max DD

-11.4%

Risk3–1

3.8

Risk-Adj.

4.0

2.07

Sortino

1.56

8.2%

Volatility

10.5%

2.2

Safety

3.6

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

Test Aaron only

JEPI 40%QQQH 40%SCHD 20%

The risk-first read

Test Aaron takes it on risk-adjusted return (4.0 vs 3.8), winning 6 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.

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.