Growth Focused 703 vs Test Aaron

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

Test Aaron

High riskMedium reward

7.7%

yield · $64/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Growth Focused 703Test AaronDistributions reinvested · hypothetical, fixed weights

Total Return2–0

39.2%

Total Ret.

19.3%

23.0%

CAGR

11.7%

Income2–1

13.0%

Yield

7.7%

$109

Income

$64

2.16

Steadiness

0.35

Principal / NAVeven

8.0%

NAV

5.7%

-11.8%

Max DD

-11.4%

Risk3–1

8.3

Risk-Adj.

4.0

2.71

Sortino

1.56

12.6%

Volatility

10.5%

2.3

Safety

3.6

Holdings overlap

0% overlap

Growth Focused 703 only

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

Shared

No shared holdings

Test Aaron only

JEPI 40%QQQH 40%SCHD 20%

The risk-first read

Growth Focused 703 wins the risk-adjusted call: 39.2% total return at a meaningfully lower risk tier (2.3 vs 3.6). You're paid more per unit of risk — and Test Aaron's extra tier exposure isn't buying enough return to justify it.

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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.