Battle Arena

Barista FIRE Income vs Test Aaron

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
WinnerBarista FIRE Income
High riskMedium reward

10.6%

yield · $88/mo per $10k

Test Aaron
High riskMedium reward

7.7%

yield · $64/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Barista FIRE IncomeTest AaronDistributions reinvested · hypothetical, fixed weights
Total Return2–0
42.6%
Total Ret.
28.6%
16.3%
CAGR
11.3%
Income2–1
10.6%
Yield
7.7%
$88
Income
$64
0.38
Steadiness
0.35
Principal / NAV0–2
12.9%
NAV
28.8%
-14.5%
Max DD
-11.4%
Riskeven
4.7
Risk-Adj.
4.0
1.94
Sortino
1.59
11.8%
Volatility
10.1%
3.6
Safety
3.6

Holdings overlap

0% overlap

Barista FIRE Income only

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

Shared

No shared holdings

Test Aaron only

JEPI 40%QQQH 40%SCHD 20%

The risk-first read

Barista FIRE Income takes it on risk-adjusted return (4.7 vs 4.0), winning 6 of the 11 head-to-head stats. Test Aaron's one edge is a lower 3.6 risk tier — worth it only if that's specifically what you're after.

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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.