Quality Yield 688 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 2025.

Judge on

Window

WinnerQuality Yield 688

Medium riskLow reward

4.1%

yield · $34/mo per $10k

Risk Seeker 696

Medium riskHigh reward

16.6%

yield · $138/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Quality Yield 688Risk Seeker 696Distributions reinvested · hypothetical, fixed weights

Total Return2–0

41.8%

Total Ret.

20.3%

70.5%

CAGR

32.6%

Income1–2

4.1%

Yield

16.6%

$34

Income

$138

1.17

Steadiness

2.34

Principal / NAV2–0

37.1%

NAV

5.9%

-8.4%

Max DD

-8.7%

Riskeven

7.7

Risk-Adj.

8.8

5.84

Sortino

4.50

20.6%

Volatility

12.2%

2.2

Safety

2.6

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

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 7.7), winning 7 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.