Battle Arena

Barista FIRE Income vs Global Conservative

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
Barista FIRE Income
High riskMedium reward

10.6%

yield · $88/mo per $10k

WinnerGlobal Conservative
Low riskLow reward

2.6%

yield · $22/mo per $10k

Global Conservative wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Barista FIRE IncomeGlobal ConservativeDistributions reinvested · hypothetical, fixed weights
Total Return0–2
42.6%
Total Ret.
56.9%
16.3%
CAGR
21.2%
Income3–0
10.6%
Yield
2.6%
$88
Income
$22
0.38
Steadiness
0.48
Principal / NAV0–2
12.9%
NAV
43.7%
-14.5%
Max DD
-9.0%
Risk0–4
4.7
Risk-Adj.
13.9
1.94
Sortino
2.44
11.8%
Volatility
11.8%
3.6
Safety
1.8

Holdings overlap

0% overlap

Barista FIRE Income only

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

Shared

No shared holdings

Global Conservative only

SCHD 30%VYM 25%VYMI 25%IDV 20%

The risk-first read

Global Conservative wins. Barista FIRE Income dangles a bigger 10.6% headline yield, but after NAV erosion its total return (42.6%) trails Global Conservative's 56.9% — and at a higher risk tier (3.6 vs 1.8). The classic yield trap.

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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.