Quality Yield 813 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 Jan 2023.

Judge on

Window

WinnerQuality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

Retirement Fortress

Low riskLow reward

2.4%

yield · $20/mo per $10k

Quality Yield 813 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Quality Yield 813Retirement FortressDistributions reinvested · hypothetical, fixed weights

Total Return2–0

57.2%

Total Ret.

53.5%

14.4%

CAGR

13.6%

Income2–1

4.8%

Yield

2.4%

$40

Income

$20

1.07

Steadiness

0.51

Principal / NAV0–2

30.4%

NAV

39.6%

-12.5%

Max DD

-12.5%

Risk0–4

10.5

Risk-Adj.

10.5

1.37

Sortino

1.64

15.9%

Volatility

12.2%

2.3

Safety

1.9

Holdings overlap

0% overlap

Quality Yield 813 only

ING 16%DEO 15%NVS 15%VALE 15%UBS 15%FPE 12%AMLP 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 10.5), winning 7 of the 11 head-to-head stats. Quality Yield 813's one edge is a higher 4.8% 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 Jan 2023 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.