Conservative Boost 978 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

Conservative Boost 978

Medium riskLow reward

5.2%

yield · $43/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)

Conservative Boost 978The Middle Path 859Distributions reinvested · hypothetical, fixed weights

Total Return0–2

31.4%

Total Ret.

74.9%

12.3%

CAGR

26.9%

Income0–3

5.2%

Yield

15.1%

$43

Income

$126

0.76

Steadiness

0.73

Principal / NAVeven

14.6%

NAV

23.6%

-4.7%

Max DD

-19.4%

Risk3–1

4.9

Risk-Adj.

5.7

2.66

Sortino

2.31

6.7%

Volatility

17.7%

2.1

Safety

3.5

Holdings overlap

15% overlap

Conservative Boost 978 only

BKLN 14%CGCP 14%DHS 14%DIV 14%DWX 14%

Shared

FPE 15%AMLP 14%

The Middle Path 859 only

GPIQ 10%BIZD 10%QQQI 10%NVDL 10%TSLY 10%SRLN 10%SPYI 10%JEPQ 10%BIL 5%

The risk-first read

The Middle Path 859 takes it on risk-adjusted return (5.7 vs 4.9), winning 7 of the 11 head-to-head stats. Conservative Boost 978's one edge is a lower 2.1 risk tier — 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 Jan 2024 — no fees or taxes; past performance doesn't predict future results. How these numbers are computed. Not investment advice.