Conservative Boost 978 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

Conservative Boost 978

Medium riskLow reward

5.2%

yield · $43/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)

Conservative Boost 978Sharpe MaximizerDistributions reinvested · hypothetical, fixed weights

Total Return0–2

36.7%

Total Ret.

39.8%

9.7%

CAGR

10.5%

Income2–1

5.2%

Yield

3.8%

$43

Income

$31

0.71

Steadiness

0.54

Principal / NAVeven

11.9%

NAV

23.1%

-7.1%

Max DD

-11.9%

Riskeven

4.9

Risk-Adj.

11.3

1.90

Sortino

1.24

7.7%

Volatility

12.2%

2.1

Safety

1.9

Holdings overlap

0% overlap

Conservative Boost 978 only

FPE 15%AMLP 14%BKLN 14%CGCP 14%DHS 14%DIV 14%DWX 14%

Shared

No shared holdings

Sharpe Maximizer only

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

The risk-first read

Sharpe Maximizer wins. Conservative Boost 978 dangles a bigger 5.2% headline yield, but after NAV erosion its total return (36.7%) trails Sharpe Maximizer's 39.8% — and at a higher risk tier (2.1 vs 1.9). The classic yield trap.

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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.