Quality Yield 813 vs Risk Seeker 418

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

WinnerQuality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

Risk Seeker 418

Medium riskHigh reward

13.5%

yield · $112/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Quality Yield 813Risk Seeker 418Distributions reinvested · hypothetical, fixed weights

Total Return2–0

39.0%

Total Ret.

37.9%

22.9%

CAGR

22.3%

Income1–2

4.8%

Yield

13.5%

$40

Income

$112

1.10

Steadiness

1.95

Principal / NAVeven

27.6%

NAV

7.7%

-12.5%

Max DD

-11.6%

Riskeven

10.5

Risk-Adj.

7.6

1.98

Sortino

2.72

16.4%

Volatility

12.3%

2.3

Safety

2.6

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

Risk Seeker 418 only

XPAY 15%GOOY 15%AMECX 15%AMEFX 15%ANCFX 13%CAIBX 13%DIVO 13%

The risk-first read

Quality Yield 813 wins. Risk Seeker 418 dangles a bigger 13.5% headline yield, but after NAV erosion its total return (37.9%) trails Quality Yield 813's 39.0% — and at a higher risk tier (2.6 vs 2.3). The classic yield trap.

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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.