Growth Focused 703 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

Growth Focused 703

Medium riskHigh reward

13.0%

yield · $109/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)

Growth Focused 703Quality Yield 688Distributions reinvested · hypothetical, fixed weights

Total Return0–2

18.3%

Total Ret.

41.8%

29.3%

CAGR

70.5%

Income2–1

13.0%

Yield

4.1%

$109

Income

$34

2.93

Steadiness

1.17

Principal / NAV0–2

5.4%

NAV

37.1%

-8.6%

Max DD

-8.4%

Riskeven

8.3

Risk-Adj.

7.7

4.32

Sortino

5.84

11.2%

Volatility

20.6%

2.3

Safety

2.2

Holdings overlap

0% overlap

Growth Focused 703 only

ANCFX 20%CAIBX 20%XPAY 15%GOOY 15%AMECX 15%AMEFX 15%

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

Growth Focused 703 takes it on risk-adjusted return (8.3 vs 7.7), winning 7 of the 11 head-to-head stats. Quality Yield 688's one edge is a lower 2.2 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 Oct 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.