Capital Preservation Plus 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 2023.

Judge on

Window

Capital Preservation Plus

Low riskMedium reward

6.8%

yield · $57/mo per $10k

WinnerTest Aaron

High riskMedium reward

7.7%

yield · $64/mo per $10k

Test Aaron wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Capital Preservation PlusTest AaronDistributions reinvested · hypothetical, fixed weights

Total Return0–2

2.5%

Total Ret.

52.0%

0.7%

CAGR

13.2%

Income0–3

6.8%

Yield

7.7%

$57

Income

$64

0.41

Steadiness

0.33

Principal / NAV0–2

-20.1%

NAV

41.2%

-21.9%

Max DD

-11.4%

Riskeven

14.5

Risk-Adj.

4.0

0.14

Sortino

1.91

13.1%

Volatility

10.1%

1.2

Safety

3.6

Holdings overlap

12% overlap

Capital Preservation Plus only

HDV 40%BIL 35%VYM 8%NOBL 5%

Shared

SCHD 12%

Test Aaron only

JEPI 40%QQQH 40%

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 3.6). You're paid more per unit of risk — and Test Aaron'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.