Dividend Growth Foundation vs Quality Yield 813

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

WinnerQuality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

Quality Yield 813 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Dividend Growth FoundationQuality Yield 813Distributions reinvested · hypothetical, fixed weights

Total Return0–2

57.0%

Total Ret.

61.6%

14.5%

CAGR

15.5%

Income1–2

2.0%

Yield

4.8%

$16

Income

$40

0.49

Steadiness

1.07

Principal / NAVeven

45.1%

NAV

34.3%

-13.0%

Max DD

-12.5%

Risk3–1

9.4

Risk-Adj.

10.5

1.75

Sortino

1.47

12.2%

Volatility

16.0%

2.0

Safety

2.3

Holdings overlap

0% overlap

Dividend Growth Foundation only

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

Shared

No shared holdings

Quality Yield 813 only

ING 16%DEO 15%NVS 15%VALE 15%UBS 15%FPE 12%AMLP 11%

The risk-first read

Quality Yield 813 takes it on risk-adjusted return (10.5 vs 9.4), winning 6 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.

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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.