Growth & Income Harmony 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 & Income Harmony

Low riskLow reward

2.4%

yield · $20/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 & Income HarmonyQuality Yield 688Distributions reinvested · hypothetical, fixed weights

Total Return0–2

13.7%

Total Ret.

41.8%

21.7%

CAGR

70.5%

Income1–2

2.4%

Yield

4.1%

$20

Income

$34

0.79

Steadiness

1.17

Principal / NAVeven

12.0%

NAV

37.1%

-6.5%

Max DD

-8.4%

Risk3–1

8.0

Risk-Adj.

7.7

3.86

Sortino

5.84

10.3%

Volatility

20.6%

1.9

Safety

2.2

Holdings overlap

0% overlap

Growth & Income Harmony only

VIG 25%SCHD 25%DGRW 20%O 15%JPM 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 & Income Harmony takes it on risk-adjusted return (8.0 vs 7.7), winning 6 of the 11 head-to-head stats. Quality Yield 688's one edge is a higher 4.1% 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 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.