Balanced Blend 104 vs Yield Maximizer

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

WinnerYield Maximizer

High riskMedium reward

10.1%

yield · $84/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Balanced Blend 104Yield MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return0–2

29.5%

Total Ret.

48.3%

11.6%

CAGR

18.3%

Income0–3

3.8%

Yield

10.1%

$32

Income

$84

1.02

Steadiness

0.59

Principal / NAVeven

17.2%

NAV

17.8%

-8.9%

Max DD

-13.4%

Risk3–1

5.1

Risk-Adj.

4.8

1.65

Sortino

2.32

10.3%

Volatility

11.2%

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

Yield Maximizer only

JEPQ 25%QQQI 20%SPYI 20%O 15%MAIN 10%EPD 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 Yield Maximizer's extra tier exposure isn't buying enough return to justify it.

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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.