Global Conservative vs Quality Yield 813

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

Quality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Global ConservativeQuality Yield 813Distributions reinvested · hypothetical, fixed weights

Total Return2–0

64.6%

Total Ret.

57.2%

16.0%

CAGR

14.4%

Income1–2

2.6%

Yield

4.8%

$22

Income

$40

0.45

Steadiness

1.07

Principal / NAV2–0

44.2%

NAV

30.4%

-9.7%

Max DD

-12.5%

Risk4–0

13.9

Risk-Adj.

10.5

1.88

Sortino

1.37

12.2%

Volatility

15.9%

1.8

Safety

2.3

Holdings overlap

0% overlap

Global Conservative only

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

Shared

No shared holdings

Quality Yield 813 only

ING 16%DEO 15%NVS 15%VALE 15%UBS 15%FPE 12%AMLP 11%

The risk-first read

Global Conservative wins. Quality Yield 813 dangles a bigger 4.8% headline yield, but after NAV erosion its total return (57.2%) trails Global Conservative's 64.6% — and at a higher risk tier (2.3 vs 1.8). The classic yield trap.

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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.