Cash Flow King 245 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 Oct 2024.

Judge on

Window

WinnerCash Flow King 245

Medium riskMedium reward

7.3%

yield · $61/mo per $10k

Sharpe Maximizer

Low riskLow reward

3.8%

yield · $31/mo per $10k

Cash Flow King 245 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Cash Flow King 245Sharpe MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return2–0

20.9%

Total Ret.

14.3%

12.6%

CAGR

8.7%

Income2–1

7.3%

Yield

3.8%

$61

Income

$31

1.31

Steadiness

0.51

Principal / NAV2–0

5.1%

NAV

5.0%

-8.9%

Max DD

-11.9%

Riskeven

4.0

Risk-Adj.

11.3

2.02

Sortino

0.92

8.9%

Volatility

13.4%

2.4

Safety

1.9

Holdings overlap

0% overlap

Cash Flow King 245 only

XPAY 10%BIL 10%QDVO 8%VRP 8%AMRFX 8%ANCFX 8%CAIBX 8%DIVO 8%BIZD 7%PCOFX 7%FPE 7%AMLP 7%DHS 7%

Shared

No shared holdings

Sharpe Maximizer only

SCHD 35%VIG 30%DGRO 20%HDV 15%

The risk-first read

Sharpe Maximizer wins the risk-adjusted call: 14.3% total return at a meaningfully lower risk tier (1.9 vs 2.4). You're paid more per unit of risk — and Cash Flow King 245'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 Oct 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.