Growth & Income Harmony 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 Jan 2023.

Judge on

Window

WinnerGrowth & Income Harmony

Low riskLow reward

2.4%

yield · $20/mo per $10k

Quality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

Growth & Income Harmony wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Growth & Income HarmonyQuality Yield 813Distributions reinvested · hypothetical, fixed weights

Total Return2–0

59.6%

Total Ret.

57.2%

14.9%

CAGR

14.4%

Income1–2

2.4%

Yield

4.8%

$20

Income

$40

0.92

Steadiness

1.07

Principal / NAV2–0

45.2%

NAV

30.4%

-11.7%

Max DD

-12.5%

Risk3–1

8.0

Risk-Adj.

10.5

1.77

Sortino

1.37

12.4%

Volatility

15.9%

1.9

Safety

2.3

Holdings overlap

0% overlap

Growth & Income Harmony only

VIG 25%SCHD 25%DGRW 20%O 15%JPM 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 8.0), winning 8 of the 11 head-to-head stats. Growth & Income Harmony's one edge is a lower 1.9 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 Jan 2023 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.