Quality Yield 688 vs Retirement Fortress

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

Retirement Fortress

Low riskLow reward

2.4%

yield · $20/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Quality Yield 688Retirement FortressDistributions reinvested · hypothetical, fixed weights

Total Return2–0

41.8%

Total Ret.

18.2%

70.5%

CAGR

29.1%

Income2–1

4.1%

Yield

2.4%

$34

Income

$20

1.17

Steadiness

0.47

Principal / NAVeven

37.1%

NAV

16.5%

-8.4%

Max DD

-5.6%

Risk1–3

7.7

Risk-Adj.

10.5

5.84

Sortino

5.60

20.6%

Volatility

9.6%

2.2

Safety

1.9

Holdings overlap

0% overlap

Quality Yield 688 only

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

Shared

No shared holdings

Retirement Fortress only

SCHD 30%VYM 25%DGRO 20%VIG 15%DVY 10%

The risk-first read

Retirement Fortress 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 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.