Quality Yield 813 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 2024.

Judge on

Window

Quality Yield 813

Medium riskLow reward

4.8%

yield · $40/mo per $10k

WinnerRisk Seeker 696

Medium riskHigh reward

16.6%

yield · $138/mo per $10k

Risk Seeker 696 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Quality Yield 813Risk Seeker 696Distributions reinvested · hypothetical, fixed weights

Total Return0–2

39.0%

Total Ret.

42.7%

22.9%

CAGR

25.0%

Income1–2

4.8%

Yield

16.6%

$40

Income

$138

1.10

Steadiness

1.70

Principal / NAV2–0

27.6%

NAV

6.9%

-12.5%

Max DD

-13.2%

Riskeven

10.5

Risk-Adj.

8.8

1.98

Sortino

2.78

16.4%

Volatility

13.6%

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 696 only

XPAY 20%ANCFX 20%CAIBX 20%GOOY 20%AMECX 20%

The risk-first read

Quality Yield 813 takes it on risk-adjusted return (10.5 vs 8.8), winning 6 of the 11 head-to-head stats. Risk Seeker 696's one edge is a higher 16.6% 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 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.