Dividend Growth Foundation vs Retirement Fortress

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

WinnerDividend Growth Foundation

Low riskLow reward

2.0%

yield · $16/mo per $10k

Retirement Fortress

Low riskLow reward

2.4%

yield · $20/mo per $10k

Dividend Growth Foundation wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Dividend Growth FoundationRetirement FortressDistributions reinvested · hypothetical, fixed weights

Total Return2–0

57.0%

Total Ret.

53.2%

14.5%

CAGR

13.7%

Income1–2

2.0%

Yield

2.4%

$16

Income

$20

0.49

Steadiness

0.51

Principal / NAVeven

45.1%

NAV

39.3%

-13.0%

Max DD

-12.5%

Riskeven

9.4

Risk-Adj.

10.5

1.75

Sortino

1.64

12.2%

Volatility

12.3%

2.0

Safety

1.9

Holdings overlap

60% overlap

Dividend Growth Foundation only

RDVY 10%

Shared

VIG 35%DGRO 30%SCHD 25%

Retirement Fortress only

VYM 25%DVY 10%

The risk-first read

Retirement Fortress 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.