Battle Arena

Global Conservative vs Test Aaron

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
WinnerGlobal Conservative
Low riskLow reward

2.6%

yield · $22/mo per $10k

Test Aaron
High riskMedium reward

7.7%

yield · $64/mo per $10k

Global Conservative wins on total return (2–0, full common history).

Growth of $10,000 (dividends reinvested)

Global ConservativeTest AaronDistributions reinvested · hypothetical, fixed weights
Total Return2–0
64.6%
Total Ret.
52.0%
16.0%
CAGR
13.2%
Income0–3
2.6%
Yield
7.7%
$22
Income
$64
0.45
Steadiness
0.33
Principal / NAV2–0
44.2%
NAV
41.2%
-9.7%
Max DD
-11.4%
Riskeven
13.9
Risk-Adj.
4.0
1.88
Sortino
1.91
12.2%
Volatility
10.1%
1.8
Safety
3.6

Holdings overlap

20% overlap

Global Conservative only

VYM 25%VYMI 25%IDV 20%

Shared

SCHD 30%

Test Aaron only

JEPI 40%QQQH 40%

The risk-first read

Global Conservative wins. Test Aaron dangles a bigger 7.7% headline yield, but after NAV erosion its total return (52.0%) trails Global Conservative's 64.6% — and at a higher risk tier (3.6 vs 1.8). The classic yield trap.

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Run your own matchups

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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.