Quality Yield 688 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 Oct 2025.

Judge on

Window

WinnerQuality Yield 688

Medium riskLow reward

4.1%

yield · $34/mo per $10k

Quality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

Quality Yield 688 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Quality Yield 688Quality Yield 813Distributions reinvested · hypothetical, fixed weights

Total Return2–0

41.8%

Total Ret.

20.5%

70.5%

CAGR

33.0%

Income0–3

4.1%

Yield

4.8%

$34

Income

$40

1.17

Steadiness

1.04

Principal / NAV2–0

37.1%

NAV

16.1%

-8.4%

Max DD

-12.5%

Riskeven

7.7

Risk-Adj.

10.5

5.84

Sortino

2.83

20.6%

Volatility

15.5%

2.2

Safety

2.3

Holdings overlap

12% overlap

Quality Yield 688 only

BIL 15%SGOV 15%PFE 12%OHI 12%NWG 12%DOW 12%NBIL 11%

Shared

ING 12%

Quality Yield 813 only

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 7.7), winning 6 of the 11 head-to-head stats. Quality Yield 688's one edge is a lower 2.2 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 2025 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.