Growth & Income Harmony vs Risk Seeker 696

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

Growth & Income Harmony

Low riskLow reward

2.4%

yield · $20/mo per $10k

WinnerRisk Seeker 696

Medium riskHigh reward

16.6%

yield · $138/mo per $10k

Risk Seeker 696 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Growth & Income HarmonyRisk Seeker 696Distributions reinvested · hypothetical, fixed weights

Total Return0–2

25.0%

Total Ret.

42.7%

15.0%

CAGR

25.0%

Income1–2

2.4%

Yield

16.6%

$20

Income

$138

0.86

Steadiness

1.70

Principal / NAV2–0

19.8%

NAV

6.9%

-11.7%

Max DD

-13.2%

Riskeven

8.0

Risk-Adj.

8.8

1.65

Sortino

2.78

13.1%

Volatility

13.6%

1.9

Safety

2.6

Holdings overlap

0% overlap

Growth & Income Harmony only

VIG 25%SCHD 25%DGRW 20%O 15%JPM 15%

Shared

No shared holdings

Risk Seeker 696 only

XPAY 20%ANCFX 20%CAIBX 20%GOOY 20%AMECX 20%

The risk-first read

Risk Seeker 696 takes it on risk-adjusted return (8.8 vs 8.0), winning 6 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.

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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.