Growth Focused 703 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 Oct 2024.

Judge on

Window

WinnerGrowth Focused 703

Medium riskHigh reward

13.0%

yield · $109/mo per $10k

Quality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

Growth Focused 703 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Growth Focused 703Quality Yield 813Distributions reinvested · hypothetical, fixed weights

Total Return2–0

39.2%

Total Ret.

39.0%

23.0%

CAGR

22.9%

Income2–1

13.0%

Yield

4.8%

$109

Income

$40

2.16

Steadiness

1.10

Principal / NAVeven

8.0%

NAV

27.6%

-11.8%

Max DD

-12.5%

Riskeven

8.3

Risk-Adj.

10.5

2.71

Sortino

1.98

12.6%

Volatility

16.4%

2.3

Safety

2.3

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 813 only

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

The risk-first read

Quality Yield 813 takes it on risk-adjusted return (10.5 vs 8.3), winning 7 of the 11 head-to-head stats. Growth Focused 703's one edge is a higher 13.0% yield — 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 Oct 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.