Dividend Growth Foundation vs Global Conservative

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Feb 2023.

Judge on

Window

Dividend Growth Foundation

Low riskLow reward

2.0%

yield · $16/mo per $10k

WinnerGlobal Conservative

Low riskLow reward

2.6%

yield · $22/mo per $10k

Global Conservative wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Dividend Growth FoundationGlobal ConservativeDistributions reinvested · hypothetical, fixed weights

Total Return0–2

57.0%

Total Ret.

66.0%

14.5%

CAGR

16.5%

Income0–3

2.0%

Yield

2.6%

$16

Income

$22

0.49

Steadiness

0.45

Principal / NAV0–2

45.1%

NAV

45.4%

-13.0%

Max DD

-9.7%

Risk1–3

9.4

Risk-Adj.

13.9

1.75

Sortino

1.92

12.2%

Volatility

12.2%

2.0

Safety

1.8

Holdings overlap

25% overlap

Dividend Growth Foundation only

VIG 35%DGRO 30%RDVY 10%

Shared

SCHD 25%

Global Conservative only

VYM 25%VYMI 25%IDV 20%

The risk-first read

Global Conservative takes it on risk-adjusted return (13.9 vs 9.4), winning 10 of the 11 head-to-head stats. Dividend Growth Foundation's one edge is a lower 2.0 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 Feb 2023 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.