Battle Arena

Conservative Boost 978 vs Yield Maximizer

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

WinnerYield Maximizer
High riskMedium reward

10.1%

yield · $84/mo per $10k

Yield Maximizer wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Conservative Boost 978Yield MaximizerDistributions reinvested · hypothetical, fixed weights
Total Return0–2
31.4%
Total Ret.
48.3%
12.3%
CAGR
18.3%
Income0–3
5.2%
Yield
10.1%
$43
Income
$84
0.76
Steadiness
0.59
Principal / NAVeven
14.6%
NAV
17.8%
-4.7%
Max DD
-13.4%
Risk4–0
4.9
Risk-Adj.
4.8
2.66
Sortino
2.32
6.7%
Volatility
11.2%
2.1
Safety
3.6

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

Yield Maximizer only

JEPQ 25%QQQI 20%SPYI 20%O 15%MAIN 10%EPD 10%

The risk-first read

Conservative Boost 978 wins the risk-adjusted call: 31.4% total return at a meaningfully lower risk tier (2.1 vs 3.6). You're paid more per unit of risk — and Yield Maximizer'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.