Battle Arena

Balanced Blend 104 vs Barista FIRE Income

How $10,000 would have grown in each — compared across total return, income, NAV, and risk.

Compared over their common history since Jan 2024.

Judge on
Window
Balanced Blend 104
Medium riskLow reward

3.8%

yield · $32/mo per $10k

WinnerBarista FIRE Income
High riskMedium reward

10.6%

yield · $88/mo per $10k

Barista FIRE Income wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Balanced Blend 104Barista FIRE IncomeDistributions reinvested · hypothetical, fixed weights
Total Return0–2
29.5%
Total Ret.
42.6%
11.6%
CAGR
16.3%
Income0–3
3.8%
Yield
10.6%
$32
Income
$88
1.02
Steadiness
0.38
Principal / NAV2–0
17.2%
NAV
12.9%
-8.9%
Max DD
-14.5%
Risk3–1
5.1
Risk-Adj.
4.7
1.65
Sortino
1.94
10.3%
Volatility
11.8%
2.5
Safety
3.6

Holdings overlap

0% overlap

Balanced Blend 104 only

BKLN 13%CGCP 13%DHS 13%DIV 13%BBRE 13%REZ 13%RWR 13%SCHH 13%

Shared

No shared holdings

Barista FIRE Income only

JEPQ 25%SPYI 20%QQQI 20%ARCC 15%EPD 10%STAG 10%

The risk-first read

Balanced Blend 104 wins the risk-adjusted call: 29.5% total return at a meaningfully lower risk tier (2.5 vs 3.6). You're paid more per unit of risk — and Barista FIRE Income's extra tier exposure isn't buying enough return to justify it.

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Run your own matchups

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Jan 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.