Global Conservative vs Growth & Income Harmony

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

Compared over their common history since Jan 2023.

Judge on

Window

WinnerGlobal Conservative

Low riskLow reward

2.6%

yield · $22/mo per $10k

Growth & Income Harmony

Low riskLow reward

2.4%

yield · $20/mo per $10k

Global Conservative wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Global ConservativeGrowth & Income HarmonyDistributions reinvested · hypothetical, fixed weights

Total Return2–0

64.6%

Total Ret.

59.6%

16.0%

CAGR

14.9%

Income3–0

2.6%

Yield

2.4%

$22

Income

$20

0.45

Steadiness

0.92

Principal / NAVeven

44.2%

NAV

45.2%

-9.7%

Max DD

-11.7%

Risk4–0

13.9

Risk-Adj.

8.0

1.88

Sortino

1.77

12.2%

Volatility

12.4%

1.8

Safety

1.9

Holdings overlap

25% overlap

Global Conservative only

VYM 25%VYMI 25%IDV 20%

Shared

SCHD 30%

Growth & Income Harmony only

VIG 25%DGRW 20%O 15%JPM 15%

The risk-first read

Global Conservative takes it on risk-adjusted return (13.9 vs 8.0), winning 10 of the 11 head-to-head stats. Growth & Income Harmony's one edge is a lower 1.9 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 Jan 2023 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.