Dividend Growth Foundation vs Yield Maximizer

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

Compared over their common history since Jan 2024.

Judge on

Window

Dividend Growth Foundation

Low riskLow reward

2.0%

yield · $16/mo per $10k

WinnerYield Maximizer

High riskMedium reward

10.1%

yield · $84/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Dividend Growth FoundationYield MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return0–2

42.6%

Total Ret.

48.3%

16.3%

CAGR

18.3%

Income1–2

2.0%

Yield

10.1%

$16

Income

$84

0.51

Steadiness

0.59

Principal / NAV2–0

35.3%

NAV

17.8%

-13.0%

Max DD

-13.4%

Riskeven

9.4

Risk-Adj.

4.8

1.92

Sortino

2.32

12.1%

Volatility

11.2%

2.0

Safety

3.6

Holdings overlap

0% overlap

Dividend Growth Foundation only

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

Shared

No shared holdings

Yield Maximizer only

JEPQ 25%QQQI 20%SPYI 20%O 15%MAIN 10%EPD 10%

The risk-first read

Dividend Growth Foundation wins the risk-adjusted call: 42.6% total return at a meaningfully lower risk tier (2.0 vs 3.6). You're paid more per unit of risk — and Yield Maximizer's extra tier exposure isn't buying enough return to justify it.

Get one battle like this in your inbox every week

The Dividend Brief — free, risk-first, 2-min read.

Run your own matchups

Filter 30 portfolios by risk and reward and let the data crown a champion.

Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Jan 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.