Global Conservative vs Quality Yield 688

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

Compared over their common history since Oct 2025.

Judge on

Window

Global Conservative

Low riskLow reward

2.6%

yield · $22/mo per $10k

WinnerQuality Yield 688

Medium riskLow reward

4.1%

yield · $34/mo per $10k

Quality Yield 688 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Global ConservativeQuality Yield 688Distributions reinvested · hypothetical, fixed weights

Total Return0–2

23.0%

Total Ret.

41.8%

37.2%

CAGR

70.5%

Income1–2

2.6%

Yield

4.1%

$22

Income

$34

0.57

Steadiness

1.17

Principal / NAVeven

20.9%

NAV

37.1%

-6.8%

Max DD

-8.4%

Risk3–1

13.9

Risk-Adj.

7.7

5.37

Sortino

5.84

10.5%

Volatility

20.6%

1.8

Safety

2.2

Holdings overlap

0% overlap

Global Conservative only

SCHD 30%VYM 25%VYMI 25%IDV 20%

Shared

No shared holdings

Quality Yield 688 only

BIL 15%SGOV 15%ING 12%PFE 12%OHI 12%NWG 12%DOW 12%NBIL 11%

The risk-first read

Global Conservative wins the risk-adjusted call: 23.0% total return at a meaningfully lower risk tier (1.8 vs 2.2). You're paid more per unit of risk — and Quality Yield 688's extra tier exposure isn't buying enough return to justify it.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Oct 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.