Battle Arena

Capital Preservation Plus vs The Middle Path 859

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
Capital Preservation Plus
Low riskMedium reward

6.8%

yield · $57/mo per $10k

WinnerThe Middle Path 859
High riskHigh reward

15.1%

yield · $126/mo per $10k

The Middle Path 859 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Capital Preservation PlusThe Middle Path 859Distributions reinvested · hypothetical, fixed weights
Total Return0–2
-0.8%
Total Ret.
74.9%
-0.3%
CAGR
26.9%
Income1–2
6.8%
Yield
15.1%
$57
Income
$126
0.42
Steadiness
0.73
Principal / NAV0–2
-20.3%
NAV
23.6%
-21.9%
Max DD
-19.4%
Risk3–1
14.8
Risk-Adj.
5.7
0.06
Sortino
2.31
14.8%
Volatility
17.7%
1.2
Safety
3.5

Holdings overlap

5% overlap

Capital Preservation Plus only

HDV 40%SCHD 12%VYM 8%NOBL 5%

Shared

BIL 35%

The Middle Path 859 only

GPIQ 10%BIZD 10%QQQI 10%NVDL 10%TSLY 10%SRLN 10%SPYI 10%JEPQ 10%AMLP 8%FPE 8%

The risk-first read

Capital Preservation Plus wins the risk-adjusted call: -0.8% total return at a meaningfully lower risk tier (1.2 vs 3.5). You're paid more per unit of risk — and The Middle Path 859'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.