Capital Preservation Plus vs Sharpe Maximizer

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

Compared over their common history since Jan 2023.

Judge on

Window

Capital Preservation Plus

Low riskMedium reward

6.8%

yield · $57/mo per $10k

WinnerSharpe Maximizer

Low riskLow reward

3.8%

yield · $31/mo per $10k

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

Growth of $10,000 (dividends reinvested)

Capital Preservation PlusSharpe MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return0–2

2.5%

Total Ret.

39.8%

0.7%

CAGR

10.5%

Income3–0

6.8%

Yield

3.8%

$57

Income

$31

0.41

Steadiness

0.54

Principal / NAV0–2

-20.1%

NAV

23.1%

-21.9%

Max DD

-11.9%

Riskeven

14.5

Risk-Adj.

11.3

0.14

Sortino

1.24

13.1%

Volatility

12.2%

1.2

Safety

1.9

Holdings overlap

27% overlap

Capital Preservation Plus only

BIL 35%VYM 8%NOBL 5%

Shared

HDV 40%SCHD 12%

Sharpe Maximizer only

VIG 30%DGRO 20%

The risk-first read

Capital Preservation Plus wins the risk-adjusted call: 2.5% total return at a meaningfully lower risk tier (1.2 vs 1.9). You're paid more per unit of risk — and Sharpe 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 2023 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.