Core Portfolio 775 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 775

Medium riskMedium reward

7.3%

yield · $61/mo per $10k

WinnerYield Maximizer

High riskMedium reward

10.1%

yield · $84/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Core Portfolio 775Yield MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return0–2

19.6%

Total Ret.

30.8%

11.9%

CAGR

18.3%

Income0–3

7.3%

Yield

10.1%

$61

Income

$84

1.28

Steadiness

0.58

Principal / NAVeven

3.9%

NAV

11.4%

-8.6%

Max DD

-13.4%

Riskeven

3.8

Risk-Adj.

4.8

2.07

Sortino

2.11

8.2%

Volatility

12.1%

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

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 (4.8 vs 3.8), winning 8 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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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.