Dividend Growth Foundation vs Quality Yield 688

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

Compared over their common history since Oct 2025.

Judge on

Window

Dividend Growth Foundation

Low riskLow reward

2.0%

yield · $16/mo per $10k

WinnerQuality Yield 688

Medium riskLow reward

4.1%

yield · $34/mo per $10k

Quality Yield 688 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Dividend Growth FoundationQuality Yield 688Distributions reinvested · hypothetical, fixed weights

Total Return0–2

16.5%

Total Ret.

41.8%

26.3%

CAGR

70.5%

Income1–2

2.0%

Yield

4.1%

$16

Income

$34

0.40

Steadiness

1.17

Principal / NAVeven

15.2%

NAV

37.1%

-6.3%

Max DD

-8.4%

Risk3–1

9.4

Risk-Adj.

7.7

4.89

Sortino

5.84

9.7%

Volatility

20.6%

2.0

Safety

2.2

Holdings overlap

0% overlap

Dividend Growth Foundation only

VIG 35%DGRO 30%SCHD 25%RDVY 10%

Shared

No shared holdings

Quality Yield 688 only

BIL 15%SGOV 15%ING 12%PFE 12%OHI 12%NWG 12%DOW 12%NBIL 11%

The risk-first read

Dividend Growth Foundation takes it on risk-adjusted return (9.4 vs 7.7), winning 6 of the 11 head-to-head stats. Quality Yield 688's one edge is a higher 4.1% 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 Oct 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.