Compounding Machine 831 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 Aug 2024.

Judge on

Window

WinnerCompounding Machine 831

Medium riskLow reward

5.3%

yield · $44/mo per $10k

Sharpe Maximizer

Low riskLow reward

3.8%

yield · $31/mo per $10k

Compounding Machine 831 wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Compounding Machine 831Sharpe MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return2–0

21.1%

Total Ret.

15.8%

11.3%

CAGR

8.6%

Income2–1

5.3%

Yield

3.8%

$44

Income

$31

0.72

Steadiness

0.59

Principal / NAV2–0

8.3%

NAV

5.8%

-5.4%

Max DD

-11.9%

Riskeven

4.9

Risk-Adj.

11.6

2.30

Sortino

0.92

6.8%

Volatility

13.1%

2.1

Safety

1.9

Holdings overlap

0% overlap

Compounding Machine 831 only

AMRFX 10%AMLP 8%BKLN 8%CGCP 8%DHS 8%DIV 8%DWX 8%QDVO 8%SDIV 8%VRP 8%BIL 8%SGOV 8%

Shared

No shared holdings

Sharpe Maximizer only

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

The risk-first read

Sharpe Maximizer takes it on risk-adjusted return (11.6 vs 4.9), winning 8 of the 11 head-to-head stats. Compounding Machine 831's one edge is a higher 5.3% yield — worth it only if that's specifically what you're after.

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Growth is a hypothetical, fixed-weight backtest with distributions reinvested at ex-date since Aug 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.