Growth Focused 703 vs Risk Seeker 418

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

Risk Seeker 418

Medium riskHigh reward

13.5%

yield · $112/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Growth Focused 703Risk Seeker 418Distributions reinvested · hypothetical, fixed weights

Total Return2–0

39.2%

Total Ret.

37.9%

23.0%

CAGR

22.3%

Income0–3

13.0%

Yield

13.5%

$109

Income

$112

2.16

Steadiness

1.95

Principal / NAVeven

8.0%

NAV

7.7%

-11.8%

Max DD

-11.6%

Riskeven

8.3

Risk-Adj.

7.6

2.71

Sortino

2.72

12.6%

Volatility

12.3%

2.3

Safety

2.6

Holdings overlap

87% overlap

Growth Focused 703 only

—

Shared

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

Risk Seeker 418 only

DIVO 13%

The risk-first read

Growth Focused 703 wins. Risk Seeker 418 dangles a bigger 13.5% headline yield, but after NAV erosion its total return (37.9%) trails Growth Focused 703's 39.2% — and at a higher risk tier (2.6 vs 2.3). The classic yield trap.

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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.