Dividend Growth Foundation vs Test Aaron

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

Test Aaron

High riskMedium reward

7.7%

yield · $64/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Dividend Growth FoundationTest AaronDistributions reinvested · hypothetical, fixed weights

Total Return2–0

57.0%

Total Ret.

51.2%

14.5%

CAGR

13.2%

Income0–3

2.0%

Yield

7.7%

$16

Income

$64

0.49

Steadiness

0.34

Principal / NAVeven

45.1%

NAV

40.9%

-13.0%

Max DD

-11.4%

Riskeven

9.4

Risk-Adj.

4.0

1.75

Sortino

1.90

12.2%

Volatility

10.1%

2.0

Safety

3.6

Holdings overlap

20% overlap

Dividend Growth Foundation only

VIG 35%DGRO 30%RDVY 10%

Shared

SCHD 25%

Test Aaron only

JEPI 40%QQQH 40%

The risk-first read

Dividend Growth Foundation wins. Test Aaron dangles a bigger 7.7% headline yield, but after NAV erosion its total return (51.2%) trails Dividend Growth Foundation's 57.0% — and at a higher risk tier (3.6 vs 2.0). The classic yield trap.

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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.