Dividend Growth Foundation vs Growth & Income Harmony

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

WinnerGrowth & Income Harmony

Low riskLow reward

2.4%

yield · $20/mo per $10k

Growth & Income Harmony wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Dividend Growth FoundationGrowth & Income HarmonyDistributions reinvested · hypothetical, fixed weights

Total Return0–2

57.0%

Total Ret.

59.4%

14.5%

CAGR

15.0%

Income1–2

2.0%

Yield

2.4%

$16

Income

$20

0.49

Steadiness

0.92

Principal / NAVeven

45.1%

NAV

45.1%

-13.0%

Max DD

-11.7%

Riskeven

9.4

Risk-Adj.

8.0

1.75

Sortino

1.77

12.2%

Volatility

12.5%

2.0

Safety

1.9

Holdings overlap

50% overlap

Dividend Growth Foundation only

DGRO 30%RDVY 10%

Shared

VIG 35%SCHD 25%

Growth & Income Harmony only

DGRW 20%O 15%JPM 15%

The risk-first read

Dividend Growth Foundation takes it on risk-adjusted return (9.4 vs 8.0), winning 7 of the 11 head-to-head stats. Growth & Income Harmony's one edge is a higher 2.4% yield — worth it only if that's specifically what you're after.

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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.