Global Conservative vs Retirement Fortress

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

Retirement Fortress

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 ConservativeRetirement FortressDistributions reinvested · hypothetical, fixed weights

Total Return2–0

64.6%

Total Ret.

53.5%

16.0%

CAGR

13.6%

Income3–0

2.6%

Yield

2.4%

$22

Income

$20

0.45

Steadiness

0.51

Principal / NAV2–0

44.2%

NAV

39.6%

-9.7%

Max DD

-12.5%

Risk4–0

13.9

Risk-Adj.

10.5

1.88

Sortino

1.64

12.2%

Volatility

12.2%

1.8

Safety

1.9

Holdings overlap

55% overlap

Global Conservative only

VYMI 25%IDV 20%

Shared

SCHD 30%VYM 25%

Retirement Fortress only

DGRO 20%VIG 15%DVY 10%

The risk-first read

Global Conservative takes it on risk-adjusted return (13.9 vs 10.5), winning 11 of the 11 head-to-head stats. Retirement Fortress's one edge is a lower 1.9 risk tier — worth it only if that's specifically what you're after.

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 2023 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.